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AU 3453 | Enterprise Profile

Australian Retirement Trust

IW
IBISWorld Research Department
Analyst Australia

Australian Retirement Trust is a Trust that generates the majority of its income from the Superannuation Funds industry. In 2024 the company generated total revenue of $23,321,000,000 including sales and other revenue. In 2024 Australian Retirement Trust had 3,000 employees including employees from all subsidiaries under the company's control. The Chief Executive of Australian Retirement Trust is Ms Kathy Vincent whose official title is Chief Executive Officer. The Chairman of Australian Retirement Trust is Ms Helen Rowell whose official title is Independent Chair. Australian Retirement Trust operates in the superannuation and financial advice industries providing the following products and services to its members: Superannuation: Provides different account types to suit varying member needs, in relation to wealth accumulation, risk aversion, lifecycle, and retirement. Tools & Advice: book a financial adviser appointment, contribution calculator, retirment calculator, risk profile quiz, get an insurance quote. Retirement: Planning and managing income accounts for retirement. Insurance: Provides a range of different insurance options to its members such as death cover, total and permanent disability and income protection. Investment: Provides a range of different investment options to suit varying member needs, through different asset class options across shares, property, bonds and cash.Australian Retirement Trust Pty Ltd acts as the trustee of Australian Retirement Trust.

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What's included in this industry analysis

IBISWorld's research coverage on the Australian Retirement Trust includes market sizing, forecasting, data and analysis. The most recent publication will be as current as of March 2026.

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Company Details

What’s this enterprise profile about?

Australian Retirement Trust, trading as , operates under the ABN and was incorporated on . Australian Retirement Trust primarily operates in the Superannuation Funds industry in Australia.

Key Personnel

What’s included in the Key Personnel chapter?

The Key Personnel chapter outlines the principal leadership positions within Australian Retirement Trust, including the Chairman, Board members, Chief Executive Officer, and other key management personnel. It provides an overview of the company’s governance and executive structure, along with a breakdown of gender diversity across leadership roles, offering insight into the composition of the organisation’s senior team.

Financials

What’s included in the Financials chapter?

The Financials chapter presents Australian Retirement Trust’s historical financial performance, including detailed profit and loss statements outlining sales revenue, cost of sales, and profitability. It also incorporates balance sheet data, providing a breakdown of assets and liabilities, as well as additional financial metrics such as the number of shares on issue. Together, these disclosures offer a comprehensive view of the company’s financial position and performance over time.

Growth & Ratios

What’s included in the Growth & Rations chapter?

The Growth & Ratios chapter provides historical data on key financial performance indicators, enabling an assessment of the company’s operational efficiency, profitability, and financial structure over time. Metrics covered include return on equity, return on assets, profit margins, revenue per employee, as well as gearing and leverage ratios, offering a comprehensive view of performance trends and capital management.

Operating Segments

What’s included in the Operating Segments chapter?

The Operating Segments chapter provides an overview of the revenue composition and asset allocation across the various industries in which Australian Retirement Trust operates. It offers insights into how the company’s financial performance is distributed among its core business segments, highlighting the relative contribution of each industry to total revenue.

Competitor Benchmarking

What’s included in the Competitor Benchmarking chapter?

The Competitor Benchmarking chapter includes a comparative assessment of Australian Retirement Trust’s key financial, growth, and valuation ratios against industry averages to evaluate its competitive position. It analyses valuation metrics such as price-to-earnings, price-to-book, enterprise value to EBITDA, and enterprise value to sales, alongside core financial indicators including liquidity ratios and profitability measures.

Industries of Operation

What’s included in the Industries of Operation chapter?

The Industries of Operation chapter outlines Australian Retirement Trust’s market share across the industries in which it operates. Each industry profile includes a comprehensive overview featuring data on total market size, the number of enterprises, industry concentration levels, and overall turnover. This analysis provides context for the company’s competitive position and scale within each relevant market.

Shareholders

What’s included in the Shareholders chapter?

The Shareholders chapter provides a breakdown of the ownership structure of Australian Retirement Trust, identifying key shareholders and outlining their respective ownership interests. This section offers insight into the concentration of shareholdings, the presence of institutional or strategic investors, and the overall distribution of equity within the company.

Subsidiaries

What’s included in the Subsidiaries chapter?

The Subsidiaries chapter provides an overview of the companies and business entities that are wholly or partially owned by Australian Retirement Trust. It outlines the ownership structure of each subsidiary, offering insight into the broader corporate group and how these entities contribute to the company’s overall activities and performance.

History

What’s included in the History chapter?

The History chapter presents a overview of Australian Retirement Trust’s development, highlighting key milestones and significant corporate events since its incorporation. It includes the company’s incorporation date and outlines major strategic, operational, and structural developments, providing context for its evolution and current market position.

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