Dataset: Superannuation MySuper Performance 2013-2020

About this Dataset

Superannuation MySuper Performance 2013-2020

Superannuation in Australia is a long-term savings plan designed to help Australians accumulate funds for their retirement. It is a crucial part of Australia’s retirement savings system. It operates as a compulsory contribution system, where employers contribute a percentage of an employee’s salary into a super fund. These contributions are invested over time, allowing the fund to grow and provide financial security during retirement.

A MySuper product is a specific type of superannuation fund designed to be simple, low-cost, and easy to understand.

The Quarterly MySuper Statistics report provides comprehensive data on all authorized MySuper products. Within this report, you’ll find detailed information, including:

Product Profile: A summary of each MySuper product’s characteristics.
Product Dashboard Information: Details reported to APRA, covering return targets, investment risk, and fees and costs.
Asset Allocation Targets and Ranges: Insights into how funds allocate their assets.
Net Investment Return: Calculated net return for each MySuper product.
Lifecycle Stages: If applicable, data on the lifecycle stages underlying a MySuper product with a lifecycle investment strategy.
Fees Disclosed in the Product Disclosure Statement (PDS): Transparency regarding fees associated with each MySuper product.
URLs: Links to individual MySuper products.

This report is a valuable resource for understanding the performance and characteristics of MySuper products in the superannuation industry. The information was sourced from The Australian Prudential Regulation Authority (APRA) website.

Acknowledgements If you use this dataset, please kindly be aware that, This work is licensed under the Creative Commons Attribution 3.0 Australia Licence (CCBY 3.0). This licence allows you to copy, distribute and adapt this work, provided you attribute the work and do not suggest that APRA endorses you or your work.

Author Note If you found this dataset helpful for your learning journey, I’d really appreciate an upvote! Your support is a great motivator! I have also used Dall-E to create the image and of the piggy bank.

Tables

My Super Csv

@kaggle.darylb_superannuation_mysuper_product_by_product_2013_20.my_super_csv

378.13 KB
1047628 rows
47 columns


CREATE TABLE my_super_csv (
  "period" TIMESTAMP,
  "mysuper_product_name" VARCHAR,
  "mysuper_product_type" VARCHAR,
  "lifecycle_strategy_indicator" VARCHAR,
  "number_of_lifecycle_stages" DOUBLE,
  "fund_name" VARCHAR,
  "fund_abn" DOUBLE,
  "fund_trustee" VARCHAR,
  "fund_public_offer_status" VARCHAR,
  "fund_type" VARCHAR,
  "total_assets" VARCHAR,
  "return_target_annualised_target_net_return_above_cpi_o_7681c64c" VARCHAR,
  "level_of_investment_risk_estimated_number_of_negative__c54404e3" DOUBLE,
  "level_of_investment_risk_label" VARCHAR,
  "statement_of_fees_and_other_costs" VARCHAR,
  "total_investments" VARCHAR,
  "cash_benchmark_asset_allocation" VARCHAR,
  "cash_lower_end_of_asset_allocation_range" VARCHAR,
  "cash_upper_end_of_asset_allocation_range" VARCHAR,
  "fixed_income_benchmark_asset_allocation" VARCHAR,
  "fixed_income_lower_end_of_asset_allocation_range" VARCHAR,
  "fixed_income_upper_end_of_asset_allocation_range" VARCHAR,
  "australian_listed_equity_benchmark_asset_allocation" VARCHAR,
  "australian_listed_equity_lower_end_of_asset_allocation_range" VARCHAR,
  "australian_listed_equity_upper_end_of_asset_allocation_range" VARCHAR,
  "international_listed_equity_benchmark_asset_allocation" VARCHAR,
  "international_listed_equity_lower_end_of_asset_allocation_range" VARCHAR,
  "international_listed_equity_upper_end_of_asset_allocation_range" VARCHAR,
  "unlisted_equity_benchmark_asset_allocation" VARCHAR,
  "unlisted_equity_lower_end_of_asset_allocation_range" VARCHAR,
  "unlisted_equity_upper_end_of_asset_allocation_range" VARCHAR,
  "equity_listing_and_or_domicile_not_specified_benchmark_6f6d989f" VARCHAR,
  "equity_listing_and_or_domicile_not_specified_lower_end_2d99a5df" VARCHAR,
  "equity_listing_and_or_domicile_not_specified_upper_end_fd6e8056" VARCHAR,
  "property_benchmark_asset_allocation" VARCHAR,
  "property_lower_end_of_asset_allocation_range" VARCHAR,
  "property_upper_end_of_asset_allocation_range" VARCHAR,
  "infrastructure_benchmark_asset_allocation" VARCHAR,
  "infrastructure_lower_end_of_asset_allocation_range" VARCHAR,
  "infrastructure_upper_end_of_asset_allocation_range" VARCHAR,
  "commodities_benchmark_asset_allocation" VARCHAR,
  "commodities_lower_end_of_asset_allocation_range" VARCHAR,
  "commodities_upper_end_of_asset_allocation_range" VARCHAR,
  "other_investments_benchmark_asset_allocation" VARCHAR,
  "other_investments_lower_end_of_asset_allocation_range" VARCHAR,
  "other_investments_upper_end_of_asset_allocation_range" VARCHAR,
  "unnamed_46" VARCHAR
);