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ANZ Australian Staff Superannuation Scheme
The ANZ Australian Staff Superannuation Scheme was created in 1987 to provide investment choices and insurance to staff of Australia and New Zealand Banking...
ANZ Australian Staff Superannuation Scheme
The ANZ Australian Staff Superannuation Scheme was created in 1987 to provide investment choices and insurance to staff of Australia and New Zealand Banking Group. Paul Rosam holds the CEO role while Anne Flanagan serves as acting chair of the trustee board. The scheme allocates across unlisted infrastructure, opportunistic real estate, and indexed equity strategies. Confirmed holdings include the Wentworth Real Estate Private Equity Fund I and limited partnership interests in Ancala Partners, Morgan Stanley North Haven Infrastructure Partners, Palisade Investment Partners, and SUSI Partners. Geographic exposure spans Australia and global markets through these vehicles. Public equity positions reported in 2024 filings include stakes in Willis Towers Watson Australia Global Equity Focus and Macquarie Australian Pure Indexed Equities Fund. The fund reported 4.1 billion USD in assets. It maintains memberships in the Association of Superannuation Funds of Australia, Chant West, and Rainmaker Benchmarking Service. In September 2024 the scheme hosted its annual members meeting in Melbourne to review performance and the completed handover to administrator MUFG. Governance ties the scheme directly to its corporate sponsor through the trustee structure, with investment decisions executed by an internal team under Ruwanie Dias.
General information
Firm type
Pension Fund
Year founded
1987
AUM
4.1B (Altss estimate)
Location
Region
Oceania
Country
Australia
City
Melbourne
Corporate office
Melbourne, Australia
Principals
Paul Rosam
CEO
Anne Flanagan
Acting Chair
Ruwanie Dias
Head of Investments
Sector focus
Frequently asked questions
Who runs investment decisions at ANZ Australian Staff Superannuation Scheme?
Ruwanie Dias serves as Head of Investments. Paul Rosam acts as CEO and Anne Flanagan as acting chair of the trustee board.
Does ANZ Australian Staff Superannuation Scheme participate in fund commitments or only direct deals?
The scheme holds limited partnership interests in infrastructure and private equity funds. Examples include Ancala Partners, Palisade Investment Partners, and Pantheon Global Secondary Fund III.
What asset classes does ANZ Australian Staff Superannuation Scheme target?
Allocations include unlisted infrastructure, opportunistic real estate, and listed equities. Public positions reported in 2024 filings cover multiple indexed equity funds.
How is ANZ Australian Staff Superannuation Scheme related to Australia and New Zealand Banking Group?
ANZ serves as the employer sponsor and parent of the trustee entity. The scheme exists exclusively for ANZ and associated company employees.
Which service providers support ANZ Australian Staff Superannuation Scheme operations?
MUFG has acted as administrator since 2024. KPMG serves as external auditor and Willis Towers Watson provides investment advisory services.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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