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 240-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?.

Top 10 performing super funds for 2015/2016 financial year, and for past 10 years

The investment performance result for the 2015/2016 financial year (1 July 2015 to 30 June 2016), for the median growth superannuation fund, has delivered the seventh straight positive calendar year return, according to figures from rating company, Chant West.The median return for a growth … [Read more...]

Asset classes: Naming the investment winners for the 2015/2016 financial year

Australian property (both listed and unlisted), global listed property and infrastructure investments were the stand-out performers for the 2015/2016 financial year (1 July 2015 to 30 June 2016), according to rating company, Chant West.In the table appearing later in the article, … [Read more...]

Super funds gain 3% for 2015/2016 financial year

The median superannuation growth fund gained 3% in value for the 12 months to 30 June 2016, although the median fund lost 1% for the month of June, according to superannuation ratings agency, Chant West.The 1% median loss in June 2016, follows the 2.3% gain in May 2016, the 1.4% gain in April … [Read more...]

Super funds gain 2.3% for May, and 4% for 2015/2016 year to date

The median superannuation growth fund gained 2.3% in value for the month of May 2016, and gained 5.6% for the 3 months to May 2016, although due to losses in previous months has gained 4.0% over the financial year to date (11 months to May 2016), according to superannuation ratings agency, Chant … [Read more...]

Investment returns after retirement matter: Understanding the 10/30/60 Rule

When Reserve Bank governor Glenn Stevens said ultra-low global interest rates were causing problems for people’s retirement planning, he wasn’t exaggerating. But few realise quite how big the problem is – especially for those already in retirement.Record low global interest rates and low … [Read more...]

Super pensions: choosing an investment option in retirement

Most people think all the hard work is over once they hit retirement, but decisions still need to be made about how to invest your hard-earned super savings.Although people often choose to take their super account balance and invest it themselves during their retirement, super funds are keen to … [Read more...]

The super challenge: At what age should I retire?

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...]

Super control: How to switch your super account’s investment option

With super funds set to deliver some disappointing investment returns for the 2015/2016 year, many Australians are worried about their retirement balance. A simple way to boost your savings could be to move some, or all, of your existing super account balance into another investment option within … [Read more...]

Low investment returns on your super: what can you do?

With Australian superannuation funds expected to just fall over the line into positive territory this financial year, the heady days of double-digit investment returns seem a distant memory. This financial year’s poor 1% return (approximately) is likely to have many members questioning how well … [Read more...]

Super funds gain 1.4% for April, and 1.7% for 2015/2016 year to date

The median superannuation growth fund gained 1.4% in value for the month of April 2016, and gained 2.8% for the 3 months to April 2016, although due to losses in previous months has only gained 1.7% over the financial year to date (10 months to April 2016), according to superannuation ratings … [Read more...]