Perpetual WealthFocus Superannuation Fund — superannuation fund performance
Pensions: all tracked plans · Australian super in numbers · Private market performance · the PE statistics · what plans disclose · where they diverge
Perpetual WealthFocus Superannuation Fund reported A$1.5bn of total assets for 8,059 member accounts (average balance A$187k) in APRA's fund-level statistics for the year to 30 June 2025, with a one-year rate of return of 10.5%.
| Total assets | A$1.5bn |
| Member accounts | 8,059 |
| Average member balance | A$187k |
| 1-year rate of return | 10.5% |
| 5-year rate of return (annualised) | 9.9% |
| 10-year rate of return (annualised) | 6.9% |
| Investment options offered | — |
What running the fund costs
For its reporting year ended 30 June 2025, Perpetual WealthFocus Superannuation Fund ran on an operating expense ratio of 0.3% — the running cost per dollar of savings (0.5% is 50 cents per A$100 a year). Payments to related parties — companies connected to the fund's own trustee or owner group — came to A$303k, equal to roughly 10.0% of its administration bill (a related-party payment is disclosed, not improper — but it is worth knowing who the fund pays).
| Operating expense ratio | 0.3% |
| Investment expense ratio | 0.0% |
| Administration and operating expenses | A$3.0m |
| Executive remuneration (expensed to the fund) | A$8k |
| Director remuneration | A$92k |
| Payments to related parties | A$303k |
Does the insurance pay out?
Most super accounts carry insurance, paid from your balance. The admittance rate is the share of finalised claims the insurer accepted in the year to 30 June 2025 — the single best number for "does this cover actually pay". Over the year it collected A$6.1m in premiums and paid out A$1.3m in claims (claims paid in a year often relate to earlier years' cover, so this is a cash-flow picture, not a loss ratio).
| Cover type | Claims accepted (1-yr) | Claims paid | Premiums collected | Insurer |
|---|---|---|---|---|
| Life insurance (death cover) | — | — | A$2.9m | AIA Australia Limited |
| Total & permanent disability (TPD) | — | — | A$2.1m | AIA Australia Limited |
| Income protection | — | A$1.3m | A$1.1m | AIA Australia Limited |
The gender gap in this fund
In Perpetual WealthFocus Superannuation Fund, women's average balance was 21.5% lower than men's — from the fund-level member demographics APRA last published for the year to 30 June 2022:
| Average balance — female members | A$123k |
| Average balance — male members | A$157k |
| Member accounts (female / male) | 5,290 / 5,711 |
Compare Perpetual WealthFocus Superannuation Fund with similar funds
The funds closest to Perpetual WealthFocus Superannuation Fund in size, side by side — each with its own page for the fees, insurance and performance-test detail:
| Fund | Assets | 1-yr return | 10-yr return | Why comparable |
|---|---|---|---|---|
| The Bendigo Superannuation Plan | A$1.5bn | 10.0% | 5.3% | Similar size |
| Super Simplifier | A$1.6bn | 7.9% | — | Similar size |
| NESS Super | A$1.4bn | 10.7% | 6.7% | Similar size |
| Mason Stevens Super | A$1.3bn | 8.6% | — | Similar size |
| AvWrap Retirement Service | A$1.8bn | 9.4% | 5.3% | Similar size |
| Meat Industry Employees Superannuation Fund | A$1.2bn | 8.9% | 7.4% | Similar size |
Questions this page answers
How big is Perpetual WealthFocus Superannuation Fund?
Perpetual WealthFocus Superannuation Fund held A$1.5bn in total assets for 8,059 member accounts in the APRA fund-level statistics for the year to 30 June 2025.
What return has Perpetual WealthFocus Superannuation Fund delivered?
Perpetual WealthFocus Superannuation Fund reported a 10.5% one-year rate of return, and 6.9% a year over the past ten years, at whole-of-fund level in the APRA fund-level statistics.
What does Perpetual WealthFocus Superannuation Fund charge in fees?
Perpetual WealthFocus Superannuation Fund reported an operating expense ratio of 0.3% and an investment expense ratio of 0.0% for its reporting year ended 30 June 2025 — the running cost per dollar of savings (APRA fund-level statistics).
Does Perpetual WealthFocus Superannuation Fund's insurance pay out?
In its latest reported year Perpetual WealthFocus Superannuation Fund's default cover collected A$6.1m in premiums and paid A$1.3m in claims, per the APRA fund-level statistics.
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.