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Super fund performance: Annual returns to June 2026
Super funds have now returned more than 9% for four financial years running, capping off another strong year to June 2026.
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Super fund performance: Monthly returns to August 2026
Super funds added to their gains in August, with share markets doing the heavy lifting despite worries about inflation and geopolitical tensions.
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Women and super (Part 1): How to grow your super in the early and middle years
Women still retire with less super than men on average, but there are strategies to help bridge the gap and the earlier you start, the better.
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How to change super funds in 5 easy steps
If you are thinking of switching super funds for whatever reason, following these steps will ensure a seamless transfer.
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Super news for January 2026
Super funds tops for trust, Netwealth to compensate First Guardian investors, Super engagement still low, Acting early boosts retirement outcomes
Upcoming webinar
Super strategies for 2026
Wednesday 21 January 2026 at 11:00 am AEST
In this webinar we will explore and explain some of the more beneficial superannuation strategies that you should be considering in the next 12 months. We will cover super strategies for members of all types of superannuation funds, including industry funds, retail funds and SMSFs.
IN CASE YOU MISSED IT
Watch our previous webinar, SuperGuide members Q&A: December 2025.
Q&A of the month
Q: I was planning to rollover my Rest super to Unisuper and I was advised it may cost me some tax and fees to rollover is this true? What is the best thing for me to do to avoid unnecessary cost?
A: No tax is paid when you rollover from one super fund to another, except when you are holding investments directly that must be sold prior to the rollover. In this case, a capital gain can occur for which tax needs to be paid.
Directly held investments only exist in self-managed super funds or where you have selected your own assets through a ‘member direct’ platform offered by a large super fund. Rest does not offer a member direct option.
Other super fund investment options are ‘pooled’ – this means the option and tax on its returns are managed at a fund level instead of per individual member. Investment returns are then credited to your account net of investment fees and taxes (i.e., tax has already been accounted for in the balance you see). Rest manages all their investment options this way, so you will not have tax to pay on your transfer to a new fund.
Exit fees (fees to leave a fund or make a partial withdrawal) were banned in 2019. No super fund will charge you a fee for withdrawals. However, a buy/sell spread can apply that covers the transaction cost of selling your units in the fund. You probably won’t notice this cost because your account balance is generally displayed at the ‘sell’ price. This shows you the amount you will receive when you sell your units.
Learn more about super fund fees and direct investment options.
Tip of the month
Being engaged with your super is great, but it’s possible to be too in touch with your progress. If you’re tracking investment returns and feeling jittery about the bumps and jolts, learn how to resist the itch to switch.
