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Last verified 2026-08-08

Mason Stevens Super — superannuation fund performance

Pensions: all tracked plans · Australian super in numbers · Private market performance · the PE statistics · what plans disclose · where they diverge

Mason Stevens Super reported A$1.3bn of total assets for 3,617 member accounts (average balance A$363k) in APRA's fund-level statistics for the year to 30 June 2025, with a one-year rate of return of 8.6%.

Total assetsA$1.3bn
Member accounts3,617
Average member balanceA$363k
1-year rate of return8.6%
5-year rate of return (annualised)1.9%
10-year rate of return (annualised)
Investment options offered

What running the fund costs

An expense ratio is the running cost per dollar of savings — 0.5% means 50 cents per A$100 of assets each year. These are the fund's own figures for its reporting year ended 30 June 2025: Payments to related parties — companies connected to the fund's own trustee or owner group — came to A$142, equal to roughly 0.0% of its administration bill (a related-party payment is disclosed, not improper — but it is worth knowing who the fund pays).

Operating expense ratio0.4%
Investment expense ratio0.3%
Administration and operating expensesA$4.8m
Director remunerationA$18k
Payments to related partiesA$142

The gender gap in this fund

APRA last published fund-level member demographics for the year to 30 June 2022. In this fund, women's average balance was 1.2% higher than men's:

Average balance — female membersA$298k
Average balance — male membersA$294k
Member accounts (female / male)892 / 860
Figures as reported for the year to 30 June 2025 · Data: APRA annual fund-level superannuation statistics (June 2025 edition) · Refresh: on each APRA edition · Limitations: fund-level (not per investment option) — your own option's return can differ from the fund-level figure; expenses are the fund's own reported figures for its reporting year

See also: Australian super in numbers — marketing spend, expenses, the gender gap and two decades of consolidation across all APRA-regulated funds · all tracked plans.

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