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 calendar year, and for past 10 years

The investment performance result for the 2015 calendar year (1 January 2015 to 31 December 2015), for the median growth superannuation fund, has delivered the fourth straight positive calendar year return, according to rating company, Chant West.The modest investment performance for the 2015 … [Read more...]

Super funds gain 5.8% for 2015 calendar year

The median superannuation growth fund gained 5.8% in value for the 12 months to December 2015, according to rating company, Chant West. In terms of long-term performance this means the median growth super fund has delivered four calendar years of consecutive positive investment returns. Performance … [Read more...]

Asset classes: Naming the investment winners for the 2015 calendar year

Australian property (both listed and unlisted), private equity and unlisted infrastructure were the stand-out performers for the 2015 calendar year (1 January 2015 to 31 December 2015), according to rating company, Chant West.In the table appearing later in the article, SuperGuide presents the … [Read more...]

SMSFs outperform large funds over 8 years, just

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 2016. The ATO will provide updated performance data (for year ending 30 June 2015) in late 2016.A common argument put forward … [Read more...]

SMSF confidential: the inside story on DIY super funds

Note: The ATO publishes an annual report about SMSFs for each financial year. This article covers the ATO’s 2013-2014 statistical review of SMSFs (released in December 2015). This report also contains data for the 2014-2015 year. The annual report for the 2014-2015 year will be available in late … [Read more...]

Super funds lose 0.3% for November 2015, but expect positive calendar year

The median superannuation growth fund lost 0.3% in value for the month of November 2015, after gaining 3.2% in value for October 2015, and following a loss of 1.1% in September, and a dramatic 2.9% loss in value in August, according to superannuation ratings company, Chant West.Although the 2.3% … [Read more...]

Investment performance: Super funds gain 3.2% for October 2015

The median superannuation growth fund gained 3.2% in value for the month of October 2015, following a loss of 1.1% in September, and a dramatic 2.9% loss in value in August, according to superannuation ratings company, Chant West.Although the 2.3% median return delivered in July 2015 and the … [Read more...]

Financial advice for super: Is it worth the money?

You don’t have to get advice when choosing super funds, or when considering making extra super contributions, or for any other financial matters. If you do want advice however, do some research on reputable advisers.Advisers deserve to be paid for providing advice but you have to decide how you … [Read more...]

Super rich tax? Trawling SMSF accounts to fix budget not the answer

Note: This article is an updated response to recent claims that superannuation tax concessions are directed towards the ‘super rich’. The federal government is considering significant tax reform, which is likely to include superannuation tax changes as part of that reform process. The relevant links … [Read more...]

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

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 November 2015 (for data as at June 2015).Each quarter the ATO releases self-managed super … [Read more...]