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ISI Members
|
| Quarter Ending: 30 September 2000 |
Table 3 - Income And Outgoings
of Assets Under Management |
|
|
|
|
|
($000's) |
%
of Total |
|
|
|
|
Premium Income |
|
|
|
|
|
|
| Conventional Life Policies |
227463 |
22.75% |
|
|
|
|
| Unbundled Life Policies |
113342 |
11.34% |
|
|
|
|
| Personal Superannuation |
244637 |
24.47% |
|
|
|
|
| Employee Superannuation |
110828 |
11.09% |
|
|
|
|
| Annuities |
1344 |
0.13% |
|
|
|
|
Income Replace, Accident,
Medical and Trauma |
30738 |
3.07% |
|
|
|
|
| Group Life and TPD |
10276 |
1.03% |
|
|
|
|
TOTAL PREMIUM INCOME |
738628 |
73.88% |
|
|
|
|
|
|
|
|
|
|
|
Investment Income |
|
|
|
|
|
|
| Interest |
110521 |
11.06% |
|
|
|
|
| Dividends |
45345 |
4.54% |
|
|
|
|
| Rents |
16847 |
1.69% |
|
|
|
|
| Revaluations of Assets |
88359 |
8.84% |
|
|
|
|
| TOTAL INVESTMENT INCOME |
261072 |
26.12% |
|
|
|
|
| TOTAL INCOME |
999700 |
100% |
|
|
|
|
|
|
|
|
|
|
|
| Taxes |
|
|
|
|
|
|
| Income Tax |
51385 |
95.07% |
|
|
|
|
| Fringe Benefit Tax |
655 |
1.21% |
|
|
|
|
| Goods and Services |
2011 |
3.72% |
|
|
|
|
TOTAL TAXES |
54051 |
6.23% |
|
|
|
|
|
|
|
|
|
|
|
| Expenses |
|
|
|
|
|
|
Commissions |
68064 |
42.70% |
|
|
|
|
All Other Management Expenses |
91347 |
57.30% |
|
|
|
|
TOTAL EXPENSES |
159411 |
18.38% |
|
|
|
|
|
EMPLOYEE
SUPER
($000's) |
%
of
Total
|
PERSONAL
SUPER
($000's) |
%
of
Total |
OTHER |
%
of
Total |
| Death Claims |
2056 |
3.07% |
5602 |
3.12% |
59436 |
14.60% |
| Maturities |
6114 |
9.14% |
25673 |
14.29% |
87850 |
21.58% |
| Annuities |
4550 |
6.80% |
1666 |
0.93% |
2778 |
0.68% |
| Disability |
1805 |
2.70% |
154 |
0.09% |
17681 |
4.34% |
| Cash Withdrawals |
17598 |
26.31% |
76050 |
42.32% |
27783 |
6.82% |
| Surrenders |
22562 |
33.73% |
70562 |
39.27% |
211580 |
51.97% |
| Employee Super Plan Terminations |
12207 |
18.25% |
n/a |
n/a |
| TOTAL PAYMENTS |
66892 |
7.71% |
179707 |
20.72% |
407108 |
46.95% |
| TOTAL OUTGOINGS |
867169 |
100.00% |
|
|
|
|
| INCOME LESS OUTGOINGS |
132531 |
|
|
|
|
|
| 01/07/00
OPENING FUND BALANCE |
12178024 |
|
|
|
|
|
| INCOME
LESS OUTGOINGS |
132531 |
|
|
|
|
|
| TRANSFER TO SHAREHOLDERS |
5205 |
|
|
|
|
|
| 30/09/00
CLOSING FUND BALANCE |
11842187 |
|
|
|
|
|
 
|
