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 all SuperGuide articles explaining Is my super fund performing?.

Super funds gain 10.8% for 8 months to February 2014

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The median superannuation growth fund gained 10.8% in value for the 8 months to 28 February 2014 (and returned 2.1% for the month of February) with shares and listed property driving performance, according to rating company Chant West. Performance tables for the 5 main investment options offered by … [Read more...]

Super funds gain 8.4% for 7 months to January 2014 (but lose 1% for January)

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The median superannuation growth fund lost 0.9% in value for the month of January, but gained 8.4% for the 7 months to January 2014, and gained 13.1% for the 12 months to January 2014, according to rating company Chant West. Performance tables for the 5 main investment options offered by super funds … [Read more...]

Super challenge: At what age should I retire?

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Selecting a retirement age, even if you plan to continue some form of work during retirement, can be a difficult decision. In some cases, individuals don’t get a choice about when to retire due to health issues, or due to redundancy in later years and then difficulty finding another job. Although … [Read more...]

APRA league tables: Top 25 performing super funds over 10 years, and 5 years

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Each year, the superannuation regulator releases the latest performance data on the largest 200 superannuation funds in Australia. In January 2014, the Australian Prudential Regulation Authority (APRA) published its fourth annual report into the investment performance of Australia’s super funds … [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 January 2014 (for data as at September 2013). Each quarter the ATO releases self-managed super … [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 2011-2012 statistical review of SMSFs (released in December 2013). This report also contains data for the 2012-2013 year. The annual report for the 2012-2013 year will be available in early … [Read more...]

SMSFs outperform large funds 4 years out of 6

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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 January 2014. The ATO will provide updated performance data (for year ending 30 June 2013) in early 2015. A common argument put forward … [Read more...]

Top 10 performing super funds for 2013 calendar year, and for past 10 years

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More good news for Australian fund members, and for Australian super funds! The investment performance results for the 2013 calendar year (1 January to 31 December 2013) are the best returns in 20 years, according to rating company Chant West. The median return for a growth investment option … [Read more...]