Is my super fund performing?

If you’re serious about saving for retirement then it is important to understand and monitor your super fund’s investment returns (after fees and taxes).

Your super fund’s long-term returns are the key ingredient to a healthy retirement balance, along with your super contributions. Your super fund’s investment returns can change over time depending on what is happening in the investment markets.

This section gives you the opportunity to compare your super fund’s returns with what other super funds are delivering. You can read about the investment returns of the 400-plus large super funds in Australia, as reported by three major rating agencies, and as reported by the Australian Prudential Regulation Authority (APRA) and the Australian Securities & Investments Commission (ASIC).

Set out below are SuperGuide articles explaining Is my super fund performing?.

Super funds gain 12.9% for year to date (and 4.5% for 3 months to March 2013)

Australian shares and superannuation

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...]

Super funds gain 13.2% for year to date (and 2% for February 2013)

Super performance 2013

The median superannuation growth fund gained 2% in value for the month of February (and 13.2% for the first 8 months of this financial year), with Australian shares and Australian listed property being the star asset classes, according to rating company Chant West. Australian shares jumped 5.3% … [Read more...]

SMSF investment: Three most popular asset classes, and the rest

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Note: We regularly update this article with the latest data on self-managed superannuation funds (SMSFs) released by the Australian Taxation Office. This article contains the latest data available up to March 2013 (for data as at December 2012). Each quarter the ATO releases self-managed super … [Read more...]

Super funds gain 10.9% for year to date (and 2.6% for January 2013)

Super performance

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...]

MySuper: Coming to a super fund near you

User manual

If you believe the federal government’s public relations campaign, MySuper will deliver the equivalent of nirvana in superannuation – low fees, strong investment performance, financial security and a worry-free retirement. Pardon? You haven’t seen the government’s MySuper publicity … [Read more...]

SMSFs outperform large funds 3 years out of 5

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Note: The ATO publishes an annual report about SMSFs for each financial year. This article covers the latest SMSF performance data available from the ATO, as at February 2012. The ATO will provide updated performance data (for year ending 30 June 2012) in early 2014. A common argument put forward … [Read more...]

Asset classes: Naming the investment winners for the 2012 calendar year

Frame Work For New House

Australian and global listed property sectors delivered the biggest returns for the 2012 calendar year (1 January 2012 to 31 December 2012), according to Warren Chant of rating company, Chant West. He says that the strong performance of super funds during 2012 however was driven primarily by the … [Read more...]

Super funds gain 12.7% for 2012 year (12 months to December 2012)

Tax

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...]

Top 10 performing super funds for 2012 calendar year, and for past decade

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Investment returns for the growth investment options within super funds ranged from a high of 16% through to a low of 9.7%, according to figures released by rating company Chant West. The Top 10 performing super funds for the 2012 calendar year (January 2012 to December 2012), and the top 10 … [Read more...]

Top 25 performing super funds over long term

Rewarding

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...]

SMSF confidential: the inside story on DIY super funds

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Note: The ATO publishes an annual report about SMSFs for each financial year. This article covers the ATO’s 2010-2011 statistical review of SMSFs (released in late December 2012). This report does contain data for the 2011-2012 year as well. The annual report for the 2011-2012 year will be … [Read more...]

Exposing the performance history of Australia’s largest 200 super funds

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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...]

Ten handy uses for the APRA200 performance list

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Note: This article is updated each year to reflect the latest APRA performance data for Australia’s largest 200 super funds. The latest data was released by APRA in January 2013. The next APRA report is expected to be released in the first quarter of 2014. The Australian Prudential Regulation … [Read more...]

Kingpins of super: 20 largest super funds

majorsuperfunds

Note: Each year, the Australian Prudential Regulation Authority releases performance data on the largest 200 super funds in Australia. The latest report was released on 9 January 2013, providing detailed performance data for the 2011/2012 financial year. This article provides some of the highlights … [Read more...]