1131.0 - Directory of Superannuation Related Statistics, 1997  
Latest ISSUE Released at 11:30 AM (CANBERRA TIME) 02/05/2000   
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Contents >> Contributor Index >> Australian Tax Practice >> Australian Superannuation Practice Investment Performance Monitor

Australian Superannuation Practice Investment Performance Monitor

Name of Organisation
Australian Tax Practice
13-15 Lyon Park Road
Switchboard: (02) 9878 0577
Facsimile: (02) 9878 0601
Web Site: http://www.thomson.com.au/tax/p_index.asp
Email: service@austaxprac.com.au

Products and Services
Name/Title of Product
Australian Superannuation Practice Investment Performance Monitor
Disemmination Media
Data are available as a publication, CD Rom, and Floppy Disk. Price on application.

About these statistics and to purchase these statistics
Mr Stuart Jones
Managing Editor
Editorial Department
Telephone: (02) 9878 0577

Broad Description
Superannuation investment funds annual returns for prior 10 years and 3 months.

Purpose of Data
Statistics are compiled to assist superannuation fund trustees in selecting and monitoring superannuation investment funds' performance. Data can also be used for the preparation of fund member reports.

Detailed Description
Superannuation investment funds.
Superannuation Data Items
Average annual returns and individual annual returns for the prior 10 years, last 3 months and year-to-date. Returns in percent (1 decimal place) and fund size in million dollar units.

  • Balanced funds
  • Balanced fund quartiles
  • Ranking of balanced funds
  • Capital stable funds
  • Capital guaranteed funds
  • Equity funds
  • Australian equity pooled sector funds
  • Capital protected funds
  • Australian fixed interest pooled sector funds
  • Fixed interest (cash basis)
  • International equity pooled sector funds
  • International fixed interest
  • Property (real) pooled sector funds
  • Indices
  • Volatility analysis

Data are collected and prepared by Sedgewick Noble Lowndes.

Method of Collection


Data are available 6-8 weeks after the reference period.

Historical Data
Data are available for the previous 10 years.

Geographic Breakdown

Confidentiality and Availability
Copyright is retained with Sedgwick Noble Lowndes.

Unpublished Information
Tax and superannuation legislation (complete with historical notes), cases and practitioner commentaries. Tax and superannuation rates and tables. Price on application.

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