Retail funds

A retail fund is a retail managed fund that’s subject to superannuation laws and entitled to concessional tax rates on investment earnings. These funds are run for profit by financial institutions such as banks, financial planning groups and fund managers.

Set out below are SuperGuide articles explaining Retail funds.

Super funds gain 15.4% for year to date (and 2.2% for April 2013)

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The median superannuation growth fund gained 2.2% in value for the month of April 2013 (and 15.4% for the first 10 months of this financial year), with listed property and shares again being the stand-out asset classes, according to rating company Chant West. Warren Chant, director of Chant West … [Read more...]

SMSFs surge past 500,000, with nearly $500B in assets

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Note: We regularly update this article with the latest data on superannuation funds issued by the Australian Prudential Regulation Authority (APRA). This article contains the latest statistics available, as of May 2013 (for data as at March 2013). More than half a million self-managed super funds … [Read more...]

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 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...]

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...]

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...]

Investment performance: Super funds gain 0.9% for October 2012

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The median superannuation growth fund gained 0.9% in value for the month of October (and 5.4% for the first four months of this financial year), with shares and listed property being the star asset classes, according to rating company Chant West. Australian shares rose 2.9% for the month of … [Read more...]

Mirror, mirror… what super fund is the best-performing fund of all?

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Note: SuperGuide updates this article periodically with the latest performance and super fund data. You can discover the best value superannuation fund of the year for 2013, the super (pre-retirement) fund of the year for 2013, and the pension (retirement) fund of the year for 2013. You can also … [Read more...]

Super fees: Top 10 cheapest funds in Australia

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Note: This article contains the latest available fee information as at 2 November 2012. In this article you can find the cheapest super funds and the cheapest pension funds. We update this article periodically with fee data issued by rating companies, SuperRatings and SelectingSuper. We are often … [Read more...]

Super funds gain 1.5% in September 2012, and 4.3% for quarter

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The median superannuation growth fund gained 1.5% in value for the month of September, with shares and listed property being the star asset classes, according to rating company Chant West. Global investors more confident, and willing to take risks For the past 3 months to September 2012, the … [Read more...]

How much do your super fund trustees get paid?

Australian Currency

Note: This article includes the remuneration data and related party transactions for major industry super funds (Cbus, HESTA, AustralianSuper and CareSuper). We update this article periodically when additional super funds disclose the salary packages of executives or trustee directors. If you have … [Read more...]

Investment performance: We’re the best super fund. No, we’re the best…

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Note: Every few months or so, we update this article with the latest performance data on superannuation funds (and pension funds) issued by SuperRatings, SelectingSuper, ChantWest and the Australian Prudential Regulation Authority (APRA). This article contains the latest data for investment … [Read more...]