Join now
Log in
Home / Super funds / Choosing a super fund / How to change your investment option: 6 points to check before you switch

How to change your investment option: 6 points to check before you switch

Janine Mace

Opening the annual member statement from your super fund can be a source of disappointment for some people.

If you’re unhappy with how your super savings have grown, it might even have you considering switching super funds. But before taking a drastic step like that, it’s worth considering whether or not you’re in the right investment option in your super fund.

To help you work through the process of making an investment option switch, check out SuperGuide’s simple explainer.

Good to know: If the problem with your super fund relates to issues other than investment returns, you may need to change super funds.

To help you work through this process, read SuperGuide article How to compare super funds in 7 easy steps.

How switching your investment option can help

Super funds offer their members a range of investment options designed to suit different risk tolerances and savings goals.

For more on risk tolerance, read SuperGuide article How to grow your super: Know your risk profile.

About the author

Janine Mace
Janine has over 25 years’ experience writing about superannuation, including a decade as Managing Editor of the ASFA’s highly respected industry magazine, SuperFunds. She has worked with a range of super funds and leading institutional investment managers. Her work has appeared in the Australian Financial Review personal finance section and she has been a regular contributor to Money Management and Financial Planning magazines.
Related topics,

IMPORTANT: All information on SuperGuide is general in nature only and does not take into account your personal objectives, financial situation or needs. You should consider whether any information on SuperGuide is appropriate to you before acting on it. If SuperGuide refers to a financial product you should obtain the relevant product disclosure statement (PDS) or seek personal financial advice before making any investment decisions. Comments provided by readers that may include information relating to tax, superannuation or other rules cannot be relied upon as advice. SuperGuide does not verify the information provided within comments from readers. Learn more

© Copyright SuperGuide 2008-25. Copyright for this guide belongs to SuperGuide Pty Ltd, and cannot be reproduced without express and specific consent. Learn more

Leave a Reply