Asset classes: Naming the investment winners for the 2011 calendar year
Diversification was the key message for 2011, according to Warren Chant of rating company, Chant West. He says that the strong performance of unlisted assets has had a stabilising effect on fund returns in 2011.
Top 10 performing super funds for 2011 calendar year
Investment returns/losses for the growth investment options within super funds ranged from a low of -4.8% through to a high of 2.6%, according to figures released by rating company Chant West.
Super funds lose 2% for 2011 year (12 months to December 2011)
The median superannuation growth fund lost 2% in value for the 2011 calendar year, although the median fund is sitting on a gain of 2% for the 3 months to December 2011, according to rating company Chant West.
How does my super fund rate?
Q: Currently my husband and I invest in a couple of super funds. How can we find out where they rank on performance compared to other super funds?
Which super funds have the largest asset allocation to the property sector?
Do you know if anyone publishes a list of the largest super funds in Australia, and also possibly by amount allocated to the property sector?
Can my employer insist I join the super fund they use?
It was my understanding I could have super paid to the Fund of my choice. Would you kindly let me know if this company can insist I join the super fund they use?
Can I put my super into a bank account?
I am not in a self managed super fund. Can I put my superannuation balance into a bank account to get around 6% until I retire in 2.5 years?
Guest contributor: How $1 million can last longer than you
My portfolio looks like heresy when measured against the orthodox modern diversified portfolio designed to manage risk, but I believe that my large asset allocation to Australian shares is actually a smart approach to ensuring the money does not run out over a 30-year retirement.
SMSF confidential: the inside story on DIY super funds
SMSFs outperform large funds even in difficult investment climates, according to the latest ATO report on SMSFs. If that news isn’t confronting enough for the non-SMSF super industry, add the fact that SMSF members are also richer (and older) and have larger account balances.
SMSF basics: Is there a minimum or maximum age for starting a DIY super fund? (2 questions)
Q: Let us say I contribute to super to a retail managed fund and then at 65 I want to receive an income and/or the fund says I am no longer eligible to remain in the fund and I have to take the money. Can I at that time set up a DIY super fund?
SMSFs: Can I run two super funds? (2 questions)
Q: My wife is 58 and retired and she has her own self-managed super fund, where she has rolled over her super funds from various employers. She plans to start her SMSF pension soon.
