Annual Performance Test
The Annual Performance Test (APT) assesses the long-term investment performance of MySuper products and ‘Trustee-Directed Products’ (TDPs), being multi-asset investment options in the accumulation phase of superannuation which are managed by the Trustee or a related party.
The test is conducted by APRA under rules set out in the superannuation law. Investment options that don’t meet the benchmark, as set out by the superannuation regulations, are classed as underperforming.
APRA has notified NM Superannuation Pty Ltd (as Trustee) of the AMP Super Fund and Wealth Personal Superannuation and Pension Fund of the APT results for 2024.
- AMP Super Fund – all MySuper and Choice TDP investment options available on SignatureSuper investment menu that were subject to the test have passed.
- Wealth Personal Superannuation and Pension Fund – To view the TDP investment options that were subject to the test and their results, click here.
Summary of Retirement Income Strategy
The AMP Retirement Income Strategy (the Strategy) is comprised of the Retirement Income Strategies for the AMP Super Fund and Wealth Personal Superannuation and Pension Fund.
The Strategy is issued by N.M. Superannuation Pty Ltd as trustee (the Trustee).
The Strategy aims to increase comfort and confidence for Australian retirees. Our strategic ambition is to be the leading provider of retirement solutions in Australia, and to support retirees with a broad range of guidance, support and advice to empower them to enjoy their best possible retirement. This aligns to the Trustee’s vision to operate with autonomy and objectivity in providing the best possible retirement outcomes for members.
This Strategy applies to all AMP superannuation members approaching and in retirement, and more broadly to all Australians who wish to experience a more comfortable and confident retirement by joining AMP.
Member annual outcomes assessments
As trustee of the AMP Super Fund and Wealth Personal Superannuation and Pension Fund, every year we’re required to assess the performance of the super and retirement products we oversee, to make sure they continue to promote members’ financial interests.
Our product determination is what we produce, to show the results of our assessment and must be provided for each superannuation product offered. (Note: effective 1 October 2021 the Super Directions Fund was renamed to the AMP Super Fund).
If you’d like more information about the member outcomes assessments or would like to speak to someone about your super or retirement, please contact AMP on 131 267, the North Service Centre on 1800 667 841, the PortfolioCare Service Centre on 1800 646 234, or the WealthView Service Centre on 1800 006 230.
Super Member outcomes for our Funds
Trustee details
NM Superannuation Proprietary Limited ABN 31 008 428 322 is the trustee of the following RSEs:
- Wealth Personal Superannuation and Pension Fund (Wealth)
- AMP Super Fund (ASF)
NM Superannuation Proprietary Limited, as a trustee, is responsible for:
- all aspects of the operation of the RSEs
- ensuring the RSEs are properly administered in accordance with their trust deeds
- ensuring the RSEs comply with relevant legislation.
Key Management Personnel
The Key Management Personnel of the Trustee (from 1 January 2023) are its board of directors for the period and the executives noted below.
To view our Former Key Management Personnel please visit this document.
Trustee Boards and Directors
Information on the composition of the Trustee Boards and details of Directors can be found through the link below.
Super Trustee documents and downloads
The information below is regarding NM Superannuation Proprietary Limited (NM Super)
The purpose of this Conflicts Management Policy (Policy) is to document the policy, controls and processes that NM Super has in place to identify, record and manage conflicts of interest and conflicts of duty (each a Conflict). NM Super is responsible for managing each RSE for the benefit of the members of each RSE, in accordance with the relevant trust deeds, laws, regulations and licence conditions.
- NM Super register of relevant duties and relevant interests, 31March 2025
- NM Super financial report, 31 December 2024
- NM Super board meeting attendance record
- NM Super constitution
- NM Super nomination, appointment and removal of directors and governance policy
- NM Super outsourced service providers
Voting - The Corporate Actions and Proxy Voting Policy applies to NM Super.
Note: effective 1 October 2021 Super Directions Fund (SDF) was renamed to AMP Super Fund)
- ASF register of significant event notices
- ASF trust deed
- AMP Super Fund Annual Report
- ASF Proxy Voting Summary
- ASF financial report 30 June 2024
- ASF defined benefit plan actuarial investigation reports:
- ALH Superannuation Plan
- AMP Employees' Superannuation Plan
- AmpolSuper
- ARRB Staff Superannuation Plan
- Australian Red Cross Qld Staff Superannuation
- Bundaberg Sugar Superannuation Plan
- Mitsubishi Motors Australia Superannuation Plan
- Nine Entertainment Superannuation Plan
- One Ecolab Superannuation Plan
- Sibelco Australia Superannuation Plan
- The University of Adelaide Superannuation Plan
- Wealth register of significant event notices
- Wealth trust deed
- Wealth Proxy Voting Summary
- Wealth financial report 30 June 2024
For links to the Product Disclosures and Financial Services guide please go to the following link.
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