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?.

SuperGuide checklist: 10 more ways to boost your super

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Note: This article is the second in a special two-part series that SuperGuide updates regularly, designed to help SuperGuide readers more easily access the hundreds of questions and articles that we have published on the SuperGuide website. This article, ’Super checklist: 10 more ways to boost your … [Read more...]

SuperGuide checklist: 10 ways to save your super

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SuperGuide receives hundreds of questions every week from Australians wanting to create a better life for themselves in retirement. The types of questions we receive include: how much super should my employer contribute each year, how much money is enough, how can I work out if I am in a good super … [Read more...]

Asset classes: Naming the investment winners for the 2014 calendar year

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International shares and international property delivered the biggest returns for the 2014 calendar year (1 January 2014 to 31 December 2014), according to rating company, Chant West. In the table appearing later in the article, Chant West lists the investment performance of 11 asset classes, and … [Read more...]

Top 10 performing super funds for 2014 calendar year, and for past 10 years

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The investment performance result for the 2014 calendar year (1 January to 31 December 2014) for the median growth superannuation fund, has exceeded the long-term average annualised return, according to rating company Chant West. The median return for a growth investment option within a … [Read more...]

Super funds gain 8.5% for 2014 calendar year

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The median superannuation growth fund gained 8.5% in value for the 12 months to December 2014, with international shares and international property being the strongest asset classes, according to rating company Chant West. Performance tables are set out later in this article. Warren Chant, … [Read more...]

Super for beginners, part 20: Comparing your super fund’s performance

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Q: The investment return on my super fund account doesn’t seem to compare with the investment returns that I read about in the newspapers. Are the newspapers wrong, or am I in a rubbish super fund? A: Every month or two (or more recently, every week it seems) the media reports the latest returns … [Read more...]

Super for beginners, part 11: Is my super fund good enough?

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Q: I have my super with a major financial organisation. I’m wondering, are they a good company to be dealing with? I feel that their fees are a bit high: based on an investment amount of $300,000 the MER amount is $6,600 (2.2%) plus a monthly admin fee of $8.50. What are your thoughts on this … [Read more...]

Comparing funds: 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? The ranking on performance can change over time for a particular fund, and the ranking also depends on the particular timeframe that you’re looking … [Read more...]

Investment performance: Benchmarking super fund returns

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Q: What you do is very important, thank you. I am 62 years, retired and draw an allocated pension. What I need is to get sound independent advice about whether I am in the best fund for my needs and how my super fund compares. I am considering changing super funds, but I need to know whether the … [Read more...]