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Superannuation performance (investment returns)

Superannuation performance (or investment returns) is the term often used to describe how much a super fund made during a period, typically over 12 months, or 3 years, or 5 years or 10 years. The investment performance is often expressed as a percentage, for example, ABC super fund delivered a return of 10% for the 12 months ending 30 June.

Set out below are all SuperGuide articles explaining Superannuation performance (investment returns).

Investment performance: Super funds gain 0.3% for August 2016

The median superannuation growth fund gained 0.3% in value for the month of August 2016, delivering 3.0% for the first 2 months of the 2016/2017 financial year, according to rating company, Chant West.For the month of August 2016, Australian shares lost 1.6% in value. Over the same period, … [Read more...]

Listed or unlisted investments? Why it matters for your super fund’s performance

With volatility returning to global share markets, most commentators are busy trying to work out where listed markets are headed. But before you check your investment crystal ball, it’s worth taking a moment to consider exactly what these investments are, and how superannuation funds blend a variety … [Read more...]

Infrastructure assets: why your super fund loves it when you fly

The types of assets that large super funds select to generate investment returns for their members are often a bit mysterious – just ask our Treasurer, Scott Morrison. He recently argued super funds should use their members’ money to buy key pieces of Australian infrastructure, like NSW’s … [Read more...]

Super for Beginners (25 Q&As)

One of SuperGuide’s more popular initiatives has been the development of a ‘Super for Beginners’ section that answers some of the many questions that we receive from those readers who are new to superannuation and new to super’s terminology.The series currently consists of several lead articles, … [Read more...]

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

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, the general media reports the latest returns from Australia’s largest super … [Read more...]

Super for beginners, part 24: Do I have to withdraw my super when I turn 65?

Q: I retired, sold my large house, downgraded, invested spare money and one month after I invested, I lost $50,000 just like that. I would like to know whether I can keep my super going beyond age 65, maybe to age 67 to help recoup my losses on my outside investments?A: I’m very sorry to read … [Read more...]

Super for beginners, part 13: Why pick one industry super fund over another?

Q: I know that industry super funds generally have a good performance – particularly because of low fees, but I wondered, what is the benefit of picking one for your particular industry? I understand how people in some industries may have similar needs but is that really true these days in terms of … [Read more...]

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

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...]

Super for beginners, Part 1: I’m new to Australia – help me!

Q: I’m new to Australia and I have no idea where to start with my super in order to have the best outcome 40 years from now. So far, I have had my super spread between 3 industry super funds, as organised by temp employment agencies. I know this is not the way to continue, but I am not sure who to … [Read more...]

Investment performance: Super funds deliver 2.7% for July 2016

The median superannuation growth fund gained an impressive 2.7% for the month of July 2016, due to a sustained rally in Australian and international shares, according to rating company, Chant West.For the month of July 2016, Australian shares gained 6.4% in value. Over the same period, … [Read more...]

Super fees: Top 10 cheapest funds in Australia

Note: This article contains the latest available fee information. In this article you can find the cheapest super funds and the cheapest super pension funds. We update this article periodically with fee data issued by SuperRatings, and for pension funds, by SelectingSuper. Latest update was August … [Read more...]

Retirement performers! Top 30 pension funds over 5 years

Note: This article lists the 30 top-performing pension (retirement) funds over 5 years to 30 June 2016. For the top-performing super funds, see SuperGuide article Super stars! Top 30 super funds over 5 years.Discovering the best-performing super funds is always fascinating reading (at least for … [Read more...]