The median superannuation growth fund gained 2.2% in value for the month of April 2013 (and 15.4% for the first 10 months of this financial year), with listed property and shares again being the stand-out asset classes, according to rating company Chant West. Warren Chant, director of Chant West … [Read more...]
The median superannuation growth fund gained 4.5% in value for the 3 months to March 2013 (and 12.9% for the first 9 months of this financial year), with shares and listed property being the stand-out asset classes, according to rating company Chant West. Australian shares rose 8% for the 3 … [Read more...]
The median superannuation growth fund gained 2.6% in value for the month of January (and 10.9% for the first 7 months of this financial year), with shares and listed property being the star asset classes, according to rating company Chant West. Australian shares jumped 5% for the month of January … [Read more...]
The median superannuation growth fund gained 12.7% in value for the 2012 calendar year, and the median fund is sitting on a promising gain of 3.5% for the 3 months to December 2012, according to rating company Chant West. Chant West director, Warren Chant says: “After the disappointment of … [Read more...]
Each year, the superannuation regulator releases the latest performance data on the largest 200 superannuation funds in Australia. In January 2013, the Australian Prudential Regulation Authority (APRA) published its third annual report into the investment performance of Australia’s super funds … [Read more...]
Note: Every year we update this article with the latest data released by the Australian Prudential Regulation Authority (APRA)) on the performance of Australia’s largest 200 super funds. This article contains information about the fund performance data for the year ended 30 June 2012 (the latest … [Read more...]
Q: I will be 60 in March 2013. Is the compulsory 3% drawdown from my super pension treated on a pro-rata basis for my tax return for the 2012/2013 year, or can I draw it down after March 2013 rendering my super income after 60, tax-free? You ask a popular question relating to tax-free super for … [Read more...]
The median superannuation growth fund gained 0.9% in value for the month of October (and 5.4% for the first four months of this financial year), with shares and listed property being the star asset classes, according to rating company Chant West. Australian shares rose 2.9% for the month of … [Read more...]
The median superannuation growth fund gained 1.5% in value for the month of September, with shares and listed property being the star asset classes, according to rating company Chant West. Global investors more confident, and willing to take risks For the past 3 months to September 2012, the … [Read more...]
The median superannuation growth fund gained 1.7% in value for the month of August, and is close to regaining the losses suffered as a result of the Global Financial Crisis (GFC), according to rating company Chant West. What this means is that it has taken 5 years for super fund accounts to (nearly) … [Read more...]
The median superannuation growth fund gained 1.1% in value for the month of July, due mainly to the gains associated with Australian shares and listed property trusts (REITs), according to rating company Chant West. Australian shares and REITs deliver in July Australian shares rose 4.2% during … [Read more...]
The median superannuation growth fund delivered 0.5% for the 12 months to 30 June 2012, which means super funds have delivered a third consecutive positive financial return, according to rating company Chant West. Even so, super accounts have still not recouped all of the losses suffered during the … [Read more...]
This article contains 2011/2012 performance data for 13 asset classes (or sub-categories). At the end of the article we have included performance data for the 2010/2011 year as a handy historical reference. If you’re a regular reader of the daily newspapers, or an avid watcher of the financial … [Read more...]
This article is written by Bruce Sutherland, a regular SuperGuide reader, a self-funded retiree and now ex-SMSF trustee. Bruce is a former CEO, and a former strategy consultant, and he holds a degree in Economics. Bruce has closed his SMSF because he believes that a SMSF is no longer tax-effective … [Read more...]
Now that super funds, fund managers and other financial service providers have (nearly) survived the GFC, a lingering issue concerning the super industry is ‘adequacy’ (or lack of ‘adequacy’), that is, the worry that Australians will outlive their retirement savings. Okay, the industry is … [Read more...]
