Best performing super and pension funds, Fund rankings, Super investing, SMSF investing, SMSF statistics
Highlights of the August 2020 edition of the SuperGuide newsletter include:
- SUPER FUNDS CONTINUE WINNING STREAK: July was another good news month for investors, as super funds posted their fourth straight month of positive returns.
- IS YOUR SUPER FUND AHEAD OF THE PACK? Difficult times bring out the best in some funds. We reveal the top 10 super and pension funds across five different risk categories to June 2020. If your super fund is not in the top 10 you can check it’s position in our updated rankings over 1 to 15 years.
- CURB THAT EMOTION: There’s nothing like a crisis to make us act irrationally. Tracey Spicer chats to Eva Scheerlinck from AIST about the impact of COVID-19 on super members’ behaviour and the lessons of history.
- HOW RISKY IS YOUR SUPER? A certain amount of risk is crucial to long term investment success. But finding out how much risk your super fund is exposed to is not easy. We lift the lid on fund labels.
- TIME TO STRESS TEST YOUR SMSF STRATEGY: The COVID-related market turmoil has been a challenge for all super fund members, but even more so for self-directed SMSF investors. We share the latest ATO guidance on setting your investment strategy.
- SMSF STATISTICS: Thanks to the ATO we have updated statistics on SMSFs, including what type of people have SMSFs, average balances and average costs.
SUPER NEWS
No September rise for Age Pension?, Premiums up in smoke, Call to open infrastructure investment to all super funds, High risk for managed funds, Seniors demand more help at home,… Read more.
No September rise for Age Pension?, Premiums up in smoke, Call to open infrastructure investment to all super funds, High risk for managed funds, Seniors demand more help at home,… Read more.
President Trump’s tariff chaos continued to wreak havoc on global share markets in March, putting a dent in super fund returns although they remain positive for the financial year to… Read more.
President Trump’s tariff chaos continued to wreak havoc on global share markets in March, putting a dent in super fund returns although they remain positive for the financial year to… Read more.
Pension fund returns exceeded minimum withdrawal rates for most retirees in 2024, providing a buffer against volatile times ahead. Read more.
Pension fund returns exceeded minimum withdrawal rates for most retirees in 2024, providing a buffer against volatile times ahead. Read more.
BEST PERFORMING SUPER AND PENSION FUNDS
We now publish lists of the top 10 performing super and pension funds across 5 different risk categories and over 1 year and 10 years. This introductory article is designed… Read more.
We now publish lists of the top 10 performing super and pension funds across 5 different risk categories and over 1 year and 10 years. This introductory article is designed… Read more.
Super funds
- Best performing super funds: All Growth category (96–100%)
- Best performing super funds: High Growth category (81–95%)
- Best performing super funds: Growth category (61–80%)
- Best performing super funds: Balanced category (41–60%)
- Best performing super funds: Conservative category (21–40%)
Pension funds
- Best performing pension funds: Conservative category (21–40%)
- Best performing pension funds: Growth category (61–80%)
- Best performing pension funds: High Growth category (81–95%)
- Best performing pension funds: All Growth category (96–100%)
- Best performing pension funds: Balanced category (41–60%)
SUPER AND PENSION FUND RANKINGS
Now updated to 30 September 2024. Have you ever looked at your super fund’s investment returns and wondered how your fund compares with similar funds? Is it a consistently high… Read more.
Now updated to 30 September 2024. Have you ever looked at your super fund’s investment returns and wondered how your fund compares with similar funds? Is it a consistently high… Read more.
Super funds
- Super fund rankings: Growth category (61–80%)
- Super fund rankings: High Growth category (81–95%)
- Super fund rankings: All Growth category (96–100%)
- Super fund rankings: Conservative category (21–40%)
- Super fund rankings: Balanced category (41–60%)
Pension funds
- Pension fund rankings: Conservative category (21–40%)
- Pension fund rankings: Balanced category (41–60%)
- Pension fund rankings: Growth category (61–80%)
- Pension fund rankings: High Growth category (81–95%)
- Pension fund rankings: All Growth category (96–100%)
SUPER INVESTING
If you are confused about the meaning of super investment option labels like Balanced, Growth and Defensive you’re not alone. Even the funds can’t agree. Read more.
If you are confused about the meaning of super investment option labels like Balanced, Growth and Defensive you’re not alone. Even the funds can’t agree. Read more.
While super funds with the highest annual returns capture headlines, some funds and their members place a premium on balancing rewards with a focus on consistency. Read more.
While super funds with the highest annual returns capture headlines, some funds and their members place a premium on balancing rewards with a focus on consistency. Read more.
SMSF INVESTING
As an SMSF trustee, your fund’s investment strategy is one of the most important documents you will ever create so it’s important to get it right. Read more.
As an SMSF trustee, your fund’s investment strategy is one of the most important documents you will ever create so it’s important to get it right. Read more.
Diversifying your portfolio is a key task when it comes to investing and it’s a vital one for your SMSF as it can reduce risk and smooth investment returns. Read more.
Diversifying your portfolio is a key task when it comes to investing and it’s a vital one for your SMSF as it can reduce risk and smooth investment returns. Read more.
The ability to borrow to invest gives SMSF trustees additional flexibility when choosing investment assets, but it’s not open slather. Strict rules apply. Read more.
The ability to borrow to invest gives SMSF trustees additional flexibility when choosing investment assets, but it’s not open slather. Strict rules apply. Read more.
SMSFs
Now that SMSFs can have six members instead of four, here’s a refresher on the process involved in adding new members and some of the issues to weigh up. Read more.
Now that SMSFs can have six members instead of four, here’s a refresher on the process involved in adding new members and some of the issues to weigh up. Read more.
The size of the self-managed super fund sector continues to grow in terms of members and assets, at the expense of all but industry super funds. Read more.
The size of the self-managed super fund sector continues to grow in terms of members and assets, at the expense of all but industry super funds. Read more.
As SMSFs cement their place in the retirement savings landscape, trends in income, age and gender of members are emerging. Read more.
As SMSFs cement their place in the retirement savings landscape, trends in income, age and gender of members are emerging. Read more.
SMSFs have many fine qualities, but they’re not for everyone. Before you leap in, it’s important to weigh up the costs and benefits for your personal situation. Read more.
SMSFs have many fine qualities, but they’re not for everyone. Before you leap in, it’s important to weigh up the costs and benefits for your personal situation. Read more.
It’s a debate that never entirely goes away, but there’s a growing body of research that indicates you may not need as much to start your own super fund as previously thought. Read more.
It’s a debate that never entirely goes away, but there’s a growing body of research that indicates you may not need as much to start your own super fund as previously thought. Read more.
Cost may not be the main factor when deciding whether to start your own super fund, but you need to know what the costs might be in your time as… Read more.
Cost may not be the main factor when deciding whether to start your own super fund, but you need to know what the costs might be in your time as… Read more.
RETIREMENT
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