Top performing super and pension funds, why investment indexes matter, investing in infrastructure, benefits of the Commonwealth Seniors Health Card, retiring overseas and bucket strategy investing
Highlights of the October 2019 edition of the SuperGuide Premium newsletter include:
- BEST PERFORMING SUPER AND PENSION FUNDS: Find out which were the top 30 performing balanced super funds and capital stable pension funds over 5 years.
- HOW TO TEACH YOUR KIDS ABOUT SUPER: Young adults are unlikely to have a burning interest in super, but engaging them early can make a big difference to their future.
- INVESTMENT INDEXES: 5 REASONS THEY MATTER FOR YOUR SUPER: We give you the lowdown on investment indexesand why they can be useful tools for learning more about the performance of your super account.
- HOW TO INVEST IN INFRASTRUCTURE THROUGH AN SMSF: New products and ways to invest in infrastructure have been growing – an opportunity for SMSFs given the long-term nature of infrastructure investment.
- IS A BUCKET STRATEGY THE SOLUTION FOR YOUR RETIREMENT INCOME PLAN? The bucket approach is a popular way to balance the need for income stability and capital growth in retirement. But what are the drawbacks?
- COMMONWEALTH SENIORS HEALTH CARD: WHAT DOES IT PROVIDE AND HOW DO I GET ONE? Discover whether you’re eligible and how you can benefit from this valuable concession card.
- RETIRING OVERSEAS: It certainly has its advantages, but there are rules, issues and options to consider to best protect your retirement savings.
NEWS
Super news for October 2019
This month we look at the new proof-of-life certificates required for pensioners overseas, the launch of Australia’s first independent superannuation consumer advocacy organisation, the announcement of a major review of Australia’s retirement income system and an awareness campaign to help you stay safe online.
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SUPER PERFORMANCE
Best performing super funds: All Growth category (96–100%)
In this article you can discover the top 10 performing All Growth super funds over 1 year and 10 years to 31 December 2025. All Growth funds have 96-100% invested in growth assets.
Best performing pension funds: Balanced category (41–60%)
In this article you can discover the top 10 performing Balanced pension funds over 1 year and 10 years to 31 December 2025. Balanced funds have 41-60% invested in growth assets.
Super fund performance: Monthly returns to March 2026
After taking a tumble in March on escalating conflict in the Middle East, super funds have rebounded strongly in April, recouping most of their losses.
SUPERANNUATION
What to teach your (big) kids about super
If your kids are old enough to have scored their first fulltime or part-time job, now’s the time to pass on everything you wish you’d known about super at their age.
How much super should I have at my age?
If you’ve ever wondered how your super balance stack up against people your age, or your retirement income goal, read on.
How super fund fees impact your net returns
Super fund returns may grab the limelight, but even small differences in fees can make a big difference to your retirement balance in the long run.
SMSFs
How to invest in infrastructure through an SMSF
Thanks to a growing list of specialist managed funds, SMSFs can invest like the pros in big infrastructure projects.
Had enough of your SMSF: What are your options?
Running an SMSF can sound appealing when you start out, but as the years pass there are many reasons you may want out. So, what are the alternatives?
Protecting your super from cyber attacks and scams
Super scams are increasingly sophisticated and on the rise so it pays to learn how to detect and avoid them.
RETIREMENT PLANNING
Managing retirement income with a bucket strategy
Managing competing investment priorities in retirement is a challenge but a bucket strategy could tip the balance in your favour.
Commonwealth Seniors Health Card: Eligibility and how to apply
Our updated guide which now features a thorough video explainer, detailing the main benefits, the income thresholds and tips on how to apply.
How a transition to retirement (TTR) pension works
If you’re over 60 and not ready to retire but would like some extra cash to top up your super or wind back your working hours, then a TTR pension could help.
Common financial mistakes SMSF trustees make just before retirement
There’s a lot to think about when you’re on the threshold of retirement, so it’s not surprising that mistakes are made and opportunities overlooked. Here’s what to watch out for.
Should I retire overseas?
Growing numbers of Australians are retiring overseas, drawn to the lifestyle and lower cost of living. But do the numbers stack up?
