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ISI Members
|
| Quarter Ending: 30 June 2000 |
Table 3 - Income And Outgoings
of Assets Under Management |
|
|
|
|
|
($000's) |
%
of Total |
|
|
|
|
Premium Income |
|
|
|
|
|
|
| Conventional Life Policies |
164376 |
18.97% |
|
|
|
|
| Unbundled Life Policies |
121074 |
13.97% |
|
|
|
|
| Personal Superannuation |
203234 |
23.45% |
|
|
|
|
| Employee Superannuation |
80089 |
9.24% |
|
|
|
|
| Annuities |
439 |
0.05% |
|
|
|
|
Income Replace, Accident,
Medical and Trauma |
26947 |
3.11% |
|
|
|
|
| Group Life and TPD |
14426 |
1.66% |
|
|
|
|
TOTAL PREMIUM INCOME |
610585 |
70.47% |
|
|
|
|
|
|
|
|
|
|
|
Investment Income |
|
|
|
|
|
|
| Interest |
104953 |
12.11% |
|
|
|
|
| Dividends |
39773 |
4.59% |
|
|
|
|
| Rents |
5157 |
0.60% |
|
|
|
|
| Revaluations of Assets |
106039 |
12.24% |
|
|
|
|
| TOTAL INVESTMENT INCOME |
255922 |
29.53% |
|
|
|
|
| TOTAL INCOME |
866507 |
100% |
|
|
|
|
|
|
|
|
|
|
|
| Taxes |
|
|
|
|
|
|
| Income Tax |
27851 |
87.75% |
|
|
|
|
| Fringe Benefit Tax |
822 |
2.59% |
|
|
|
|
| Goods and Services |
3067 |
9.66% |
|
|
|
|
TOTAL TAXES |
31740 |
3.80% |
|
|
|
|
|
|
|
|
|
|
|
| Expenses |
|
|
|
|
|
|
Commissions |
58307 |
39.65% |
|
|
|
|
All Other Management Expenses |
88732 |
60.35% |
|
|
|
|
TOTAL EXPENSES |
147039 |
17.59% |
|
|
|
|
|
EMPLOYEE
SUPER
($000's) |
%
of
Total
|
PERSONAL
SUPER
($000's) |
%
of
Total |
OTHER |
%
of
Total |
| Death Claims |
616 |
0.76% |
10144 |
5.24% |
44070 |
11.52% |
| Maturities |
5567 |
6.89% |
22890 |
11.83% |
90319 |
23.61% |
| Annuities |
3888 |
4.81% |
3295 |
1.70% |
2729 |
0.71% |
| Disability |
404 |
0.50% |
1638 |
0.85% |
14459 |
3.78% |
| Cash Withdrawals |
18684 |
23.12% |
63323 |
32.72% |
35934 |
9.39% |
| Surrenders |
33307 |
41.21% |
92246 |
47.66% |
195111 |
50.99% |
| Employee Super Plan Terminations |
18354 |
22.71% |
n/a |
n/a |
| TOTAL PAYMENTS |
80820 |
9.67% |
193536 |
23.16% |
382622 |
45.78% |
| TOTAL OUTGOINGS |
835757 |
100.00% |
|
|
|
|
| INCOME LESS OUTGOINGS |
30750 |
|
|
|
|
|
| 01/04/00
OPENING FUND BALANCE |
12143861 |
|
|
|
|
|
| INCOME
LESS OUTGOINGS |
30750 |
|
|
|
|
|
| TRANSFER TO SHAREHOLDERS |
18975 |
|
|
|
|
|
| 30/06/00
CLOSING FUND BALANCE |
12178024 |
|
|
|
|
|
 
|
