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Defined Benefit, State and Police accounts performance

Most defined benefit members are not affected by investment returns, as the final benefit is determined by a formula based on your salary, contribution rate, and length of membership.

The crediting rates are net of fees deducted for management, insurance, and tax expenses, and apply to your personal contributions for your defined benefit account, but do not affect the final benefit you will receive. The details below are provided as information to members as part of our commitment to comprehensive reporting.

Investment returns^

Year Defined Benefit State Police
  Net earning rate Crediting rate* Net earning rate Resig-nation crediting rate* Preserv-
ation crediting rate
Net earning rate Resig-nation crediting rate Preserv-
ation crediting rate*
2007/08
-1.86%
-3.61%
-1.86%
-4.01%
-3.61%
-1.86%
-4.01%
-3.61%
2006/07
14.17%
16.30%
14.17%
13.78%
14.18%
14.17%
13.78%
14.18%
2005/06
16.67%
12.87%
16.67%
12.47%
12.87%
16.67%
12.47%
12.87%
2004/05
16.57%
15.38%
16.57%
14.98%
15.38%
16.57%
14.98%
15.38%
2003/04
18.76%
15.26%
18.76%
14.86%
15.26%
18.76%
14.86%
15.26%
5 year
p.a. ~
12.60%
10.97%
12.60%
10.16%
10.56%
12.60%
10.16%
10.56%

*A smoothing policy applies to defined benefit accounts to reduce the volatility of the yearly crediting rates. Therefore, the crediting rates might be lower than the net earning rates when markets perform well, while the opposite may occur when markets underperform.

^This performance data is for information purposes only. These returns do not affect the final benefit you will receive.

~ Compound average. As at 30 June 2008.

Past performance is not a reliable indicator of future performance. Returns may vary considerably over time.

Find out more....

How the final benefit for a Defined Benefit account is calculated

Download the
Defined Benefit member guide (pdf)