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ISI Members
|
| Quarter Ending: 31 March 2000 |
Table 3 - Income And Outgoings
of Assets Under Management |
|
|
|
|
|
($000's) |
%
of Total |
|
|
|
|
Premium Income |
|
|
|
|
|
|
| Conventional Life Policies |
138819 |
18.43% |
|
|
|
|
| Unbundled Life Policies |
115777 |
15.37% |
|
|
|
|
| Personal Superannuation |
192536 |
25.56% |
|
|
|
|
| Employee Superannuation |
65136 |
8.65% |
|
|
|
|
| Annuities |
800 |
0.11% |
|
|
|
|
Income Replace, Accident,
Medical and Trauma |
26530 |
3.52% |
|
|
|
|
| Group Life and TPD |
10972 |
1.46% |
|
|
|
|
TOTAL PREMIUM INCOME |
550570 |
73.10% |
|
|
|
|
|
|
|
|
|
|
|
Investment Income |
|
|
|
|
|
|
| Interest |
107958 |
14.33% |
|
|
|
|
| Dividends |
63901 |
8.48% |
|
|
|
|
| Rents |
5222 |
0.69% |
|
|
|
|
| Revaluations of Assets |
25547 |
3.39% |
|
|
|
|
| TOTAL INVESTMENT INCOME |
202628 |
26.90% |
|
|
|
|
| TOTAL INCOME |
753198 |
100.00% |
|
|
|
|
|
|
|
|
|
|
|
| Taxes |
|
|
|
|
|
|
| Income Tax |
-18834 |
104.30% |
|
|
|
|
| Fringe Benefit Tax |
400 |
-2.22% |
|
|
|
|
| Goods and Services |
377 |
-2.09% |
|
|
|
|
TOTAL TAXES |
-18057 |
-2.59% |
|
|
|
|
|
|
|
|
|
|
|
| Expenses |
|
|
|
|
|
|
Commissions |
46705 |
31.60% |
|
|
|
|
All Other Management Expenses |
101107 |
68.40% |
|
|
|
|
TOTAL EXPENSES |
147812 |
21.24% |
|
|
|
|
|
EMPLOYEE
SUPER
($000's) |
%
of
Total
|
PERSONAL
SUPER
($000's) |
%
of
Total |
OTHER |
%
of
Total |
| Death Claims |
4923 |
3.79% |
2691 |
1.98% |
49807 |
16.58% |
| Maturities |
38568 |
29.69% |
12971 |
9.55% |
57699 |
19.20% |
| Annuities |
4183 |
3.22% |
1507 |
1.11% |
2281 |
0.76% |
| Disability |
3939 |
3.03% |
-368 |
-0.27% |
10785 |
3.59% |
| Cash Withdrawals |
18734 |
14.42% |
53969 |
39.73% |
33587 |
11.18% |
| Surrenders |
40782 |
31.40% |
65074 |
47.90% |
146331 |
48.70% |
| Employee Super Plan Terminations |
18759 |
14.44% |
n/a |
n/a |
| TOTAL PAYMENTS |
129888 |
18.66% |
135844 |
19.52% |
300490 |
43.18% |
| TOTAL OUTGOINGS |
695977 |
100.00% |
|
|
|
|
| INCOME LESS OUTGOINGS |
57221 |
|
|
|
|
|
| 01/01/00
OPENING FUND BALANCE |
12112633 |
|
|
|
|
|
| INCOME
LESS OUTGOINGS |
57221 |
|
|
|
|
|
| TRANSFER TO SHAREHOLDERS |
48640 |
|
|
|
|
|
| 31/03/00
CLOSING FUND BALANCE |
12143861 |
|
|
|
|
|
 
|
