Comprehensive set of statistics with full history covering the complete retail and wholesale, institutional superannuation, retirement and investment markets, including platforms.

Data published by Plan For Life is obtained by direct data collection methods from over 100 Australian companies.
Accurate and comprehensive market coverage enables consistent and reliable reporting based on underlying Actuarial disciplines.
Plan For Life's data team undertakes intense data scrutiny and investigates any data anomalies. The data is checked, reconciled and queried if inconsistent with expected results and market trends.
Unique Plan For Life proprietary data metrics are reported including gross inflows (sales) and gross outflows.
Full history is published each quarter with any changes, new products or updates reflected smoothly in the data to ensure an audit trail from one period to the next is possible.
Extensive coverage of Australian Retail and Wholesale managed funds including Superannuation, discretionary investment and platforms. Reporting on Industry Funds, Public Sector Superannuation and Corporate Superannuation also available.
More than 30,000 funds including Open, Closed, Terminated and Transferred products are included to ensure holistic market coverage and maintenance of history.
Coordinated data metrics from one period to the next: FUM (net assets), Inflows (gross sales), Outflows (redemptions), Net Funds Flow, Transfers, Investment Earnings, Investment Performance, Unit Prices.
Detailed and summary level data granularity covering: Group, Company, Investment Manager, Product, Fund, Asset Category and Sub-Category.
Extensive history going back over 20 years.
Data is reported on a quarterly basis, published 8-12 weeks after quarter end

Products

QDS Retail and Wholesale Data