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Benchmarking your super fund

In Australia there are are hundreds of super funds, thousands of investments options, and the associated fees, performance and other services (such as insurance or financial education) will always vary.

It’s important to regularly review your super fund so you can better benchmark it before you can compare your fund to other super funds.

Set out below are all SuperGuide articles that relate to Benchmarking your super fund.

Super funds of the year awards: Best super funds for 2019/2020

November 21, 2019 by SuperGuide Leave a Comment

Super funds of the year awards: Best super funds for 2019/2020 - Pixmac000083356615 race best 100x75

You can find many articles on SuperGuide about the top performing or cheapest super funds (see the list at the end of this article). While these factors are very important when you are comparing super funds, they aren't the be-all and end-all. The major super research houses (Chant West, Rainmaker and SuperRatings) ... Read more

10 points to check on your annual super fund statement

September 13, 2019 by Janine Mace Leave a Comment

10 points to check on your annual super fund statement - Superguide 16 1 100x75

When the statement for your super account appears in the mail or your inbox, it can be hard to know what to make of it. Member statements are often full of figures and terms you don’t quite understand, making them a daunting read. But it’s important to check at least a few key points to ensure your retirement savings ... Read more

How to review your super fund

March 2, 2019 by Barbara Drury Leave a Comment

How to review your super fund - Rate 2013314 c 100x75

Is your super fund a star performer or a lemon? It’s a question more Australians are asking after the Productivity Commission and the Hayne Royal Commission highlighted widespread overcharging and underperforming across the superannuation system. It often starts with niggling doubts. Fees that are above the industry ... Read more

Super investing: Should you change your investment option?

July 24, 2018 by Janine Mace Leave a Comment

Super investing: Should you change your investment option? - upanddownperformance 11982020 c 100x75

Although superannuation funds, on average, delivered strong returns for the 2017/2018 year, some Australians may be questioning how well their own super fund is performing and wondering what this performance means for their retirement plans. If you are saving for retirement, low investment returns make it harder to ... Read more

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How super works
How super works: A Super Guide
Latest super and retirement changes
Superannuation news
Super rates and thresholds
Super rules: Your guide for 2018/2019
Latest Age Pension changes
Federal Budget and superannuation
Royal Commission into Banking and Superannuation and Financial Services
Superannuation Reviews
Super for beginners
How super works: A beginners guide to superannuation
Age-based superannuation guide
Super tips and strategies
Superannuation investment for beginners
SMSFs for beginners
Finding lost super
Super Guide for women
Super rates and thresholds
Superannuation strategies
Super housekeeping strategies
Super contributions strategies
Super investment strategies
Age-based super strategies
Retirement strategies
Superannuation Guarantee rules
Superannuation Guarantee rules: An introduction
Simple guide to SG
SG for employers
Non-payment of SG
Salary sacrificing and SG
Tax-deductible super contributions
Comparing super funds
Types of super funds
What is MySuper?
Comparing super funds in 7 steps
Choosing a super fund (fund choice)
Completing a Standard Choice Form
Investment performance
Super fees and charges
Insurance and super
Considering an SMSF
How-to Super Guides
Super Quizzes
Superannuation Q&As
Making super contributions
Making super contributions: A Super Guide
Contributions strategies
2018/2019 Contributions Guides
Concessional (before-tax) contributions
Non-concessional (after-tax) contributions
Co-contributions
Super contributions caps
Concessional (before-tax) contributions cap
Catch-up concessional contributions
Non-concessional (after-tax) contributions cap
Bring-forward rule
Total superannuation balance and super contributions
Superannuation Guarantee (SG)
Simple guide to SG
SG for employers
Non-payment of SG
Salary sacrificing and SG
Tax-deductible super contributions and SG
Salary sacrifice and super
Tax-deductible super contributions
Spouse contributions
Total superannuation balance
Contributions tax
Excess contributions
Super fund performance
Super fund performance: A Super Guide
Superannuation investment for beginners
How super investing works
Benchmarking your super fund
What is your risk profile?
Choosing an investment option
Changing investment options
Responsible investing
Retirement investment options
Superannuation investment strategies
Choosing an investment option
Responsible investing
SMSF investment
Types of super investments
Listed or unlisted investments
Franked dividends
Investing in retirement
Super and borrowing
Latest super fund performance
Latest monthly results
Latest financial year results
Latest calendar year results
Investment performance Reckoners
Best performing super funds
Best performing pension funds
Investment performance Reckoners
Annual super fund performance Reckoner
Monthly super fund performance Reckoner
Asset Sector Performance Reckoner
Choosing an investment option
Should you change?
What is your risk profile?
Benchmarking your super fund
Buy/sell spread costs
Responsible investing
Changing investment options
Retirement investment options
SMSF guide to hedging
SMSF investment
SMSF investment
Super fees and charges
Types of super fees
Super funds with the lowest fees
Buy/sell spread costs
SMSF costs
Super taxes
Insurance premiums
Consolidating super saves fees
Insurance and super
Insurance through your super fund
Cheapest life insurance and TPD
Cheapest income protection
SMSFs and insurance
Super and tax
Super and tax: A Super Guide
Super and tax for beginners
Australian income tax rates and thresholds
Australian income tax rates
Low and Middle Income Tax Offset (LMITO)
Low Income Tax Offset (LITO)
Senior Australians & Pensioners Tax Offset (SAPTO)
Super rates and thresholds
Super tax rates for under-60s
Super tax rates for over-60s
Franked dividends (franking credits)
Contributions tax
How super is taxed
Division 293 tax
Low Income Superannuation Tax Offset (LISTO)
Excess contributions tax
Investment income tax (earnings tax)
How super is taxed
Capital gains tax and super
Franked dividends (franking credits)
Superannuation contributions tax
Retirement phase
How super is taxed
Transfer balance cap
Minimum pension payment rules
Superannuation benefit payments tax
SMSF pensions
Transition-to-retirement pensions
Superannuation benefit payments tax
Superannuation death benefits
SMSFs
SMSFs: A Super Guide
SMSFs for beginners
What is an SMSF?
Types of super funds
Is an SMSF right for you?
Enough super for an SMSF?
What type of people have SMSFs?
Setting up an SMSF
SMSF trustee declaration
Quiz: SMSFs for beginners
SMSF costs
What are typical SMSF fees?
Enough super for SMSF costs?
DIY (low-cost) SMSFs
SMSF ATO supervisory levy
SMSF audit fees
SMSF investment
Obtaining financial advice
SMSF penalties
SMSF administration and compliance
SMSF administration
SMSF compliance
DIY (low-cost) SMSFs
SMSF providers
Setting up an SMSF
SMSF reporting and record-keeping
SMSFs and accountants
SMSF audits
SMSF administrative penalties
SMSF investment
Creating an SMSF investment strategy (including samples)
SMSF asset allocation
Super investment strategies
Types of super investments
Asset Sector Performance Reckoner
SMSF investment rules
Franked dividends
SMSF borrowing rules
SMSF pensions
Retirement phase (formerly pension phase)
Types of super benefits
Starting an SMSF pension
Minimum super pension payments
Transition-to-retirement pensions
$1.6 million transfer balance cap
Actuarial certificates
SMSF borrowing
SMSF Q & As
Planning for retirement
Planning for retirement: A Super Guide
Retirement planning for beginners
How to plan for your retirement
When should you retire?
How long will you live?
How much super will you need?
What is retirement phase?
Is $1 million enough?
Retirement Calculators and Reckoners
What age can I retire?
Age-based Super Guide
How long will I live?
How much super is enough?
How much super do I need to retire?
Retiring on $60,000 a year
Retiring on $80,000 a year
Retiring on $100,000 a year
$1 million retirement
$1.6 million retirement
Retirement Calculators and Reckoners
$1.6 million transfer balance cap
Types of super benefits
Taking a lump sum
Taking a super pension
SMSF pensions
Superannuation benefit payments tax
Age Pension
Obtaining financial advice
Retirement Calculators and Reckoners
Age Pension calculator
Annual Minimum Pension Payment Calculator
Income from super Reckoner
Super to Income Reckoner
Retirement age calculator
Super fees and returns calculator
Accessing super
Accessing super: A Super Guide
When can I access my super?
Definition of retirement
Reaching preservation age
Turning 65 and super
Types of super benefits
Taking a super lump sum
Taking a super pension
SMSF pensions
Superannuation benefit payments tax
Accessing super early
All conditions of release explained
Preservation age
Severe financial hardship
Compassionate grounds
Terminal illness
Permanent incapacity
Claiming insurance from super
Death
Divorce and super
Insurance and super
Temporary resident departing Australia
In retirement
In retirement: A Super Guide
Retirement Calculators and Reckoners
Income from super Reckoner
Super to income Reckoner
Retirement age Reckoner
Age Pension calculator
Annual Minimum Pension Payment Calculator
Retirement phase (formerly called Pension phase)
How super is taxed
Types of super benefits
Transfer balance cap
Minimum pension payments rules
Franked dividends
Superannuation benefit payments tax
SMSF pensions
Transition-to-retirement pensions
Obtaining financial advice
Taking a super lump sum
Taking a super pension
Retirement phase
Types of super pensions
SMSF pensions
Transfer balance cap
Minimum super pension payments
Transition-to-retirement pensions
Defined benefit funds
Annuities
Age Pension rules
Latest Age Pension rates
Am I eligible for the Age Pension?
Age Pension age
How is the Age Pension assessed?
How do I apply for the Age Pension?
Age Pension assets test
Age Pension income test
Age Pension deeming rules
Commonwealth Seniors Health Card
Working in retirement
Turning 65 and super
Over-65s work test
Transition-to-retirement pensions
Age-based Super Guide
Age pension age
Life expectancy and super
Aged care
Estate planning
Superannuation death benefits
Calculators and Reckoners
Newsletter archive

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  • How super works
    • How super works: A Super Guide
    • Latest super and retirement changes
      • Superannuation news
      • Super rates and thresholds
      • Super rules: Your guide for 2018/2019
      • Latest Age Pension changes
      • Federal Budget and superannuation
      • Royal Commission into Banking and Superannuation and Financial Services
      • Superannuation Reviews
    • Super for beginners
      • How super works: A beginners guide to superannuation
      • Age-based superannuation guide
      • Super tips and strategies
      • Superannuation investment for beginners
      • SMSFs for beginners
      • Finding lost super
      • Super Guide for women
    • Super rates and thresholds
    • Superannuation strategies
      • Super housekeeping strategies
      • Super contributions strategies
      • Super investment strategies
      • Age-based super strategies
      • Retirement strategies
    • Superannuation Guarantee rules
      • Superannuation Guarantee rules: An introduction
      • Simple guide to SG
      • SG for employers
      • Non-payment of SG
      • Salary sacrificing and SG
      • Tax-deductible super contributions
    • Comparing super funds
      • Types of super funds
      • What is MySuper?
      • Comparing super funds in 7 steps
      • Choosing a super fund (fund choice)
      • Completing a Standard Choice Form
      • Investment performance
      • Super fees and charges
      • Insurance and super
      • Considering an SMSF
    • How-to Super Guides
    • Super Quizzes
    • Superannuation Q&As
  • Making super contributions
    • Making super contributions: A Super Guide
    • Contributions strategies
    • 2018/2019 Contributions Guides
      • Concessional (before-tax) contributions
      • Non-concessional (after-tax) contributions
      • Co-contributions
    • Super contributions caps
      • Concessional (before-tax) contributions cap
      • Catch-up concessional contributions
      • Non-concessional (after-tax) contributions cap
      • Bring-forward rule
      • Total superannuation balance and super contributions
    • Superannuation Guarantee (SG)
      • Simple guide to SG
      • SG for employers
      • Non-payment of SG
      • Salary sacrificing and SG
      • Tax-deductible super contributions and SG
    • Salary sacrifice and super
    • Tax-deductible super contributions
    • Spouse contributions
    • Total superannuation balance
    • Contributions tax
    • Excess contributions
  • Super fund performance
    • Super fund performance: A Super Guide
    • Superannuation investment for beginners
      • How super investing works
      • Benchmarking your super fund
      • What is your risk profile?
      • Choosing an investment option
      • Changing investment options
      • Responsible investing
      • Retirement investment options
    • Superannuation investment strategies
      • Choosing an investment option
      • Responsible investing
      • SMSF investment
      • Types of super investments
      • Listed or unlisted investments
      • Franked dividends
      • Investing in retirement
      • Super and borrowing
    • Latest super fund performance
      • Latest monthly results
      • Latest financial year results
      • Latest calendar year results
      • Investment performance Reckoners
    • Best performing super funds
    • Best performing pension funds
    • Investment performance Reckoners
      • Annual super fund performance Reckoner
      • Monthly super fund performance Reckoner
      • Asset Sector Performance Reckoner
    • Choosing an investment option
      • Should you change?
      • What is your risk profile?
      • Benchmarking your super fund
      • Buy/sell spread costs
      • Responsible investing
      • Changing investment options
      • Retirement investment options
      • SMSF guide to hedging
      • SMSF investment
    • SMSF investment
    • Super fees and charges
      • Types of super fees
      • Super funds with the lowest fees
      • Buy/sell spread costs
      • SMSF costs
      • Super taxes
      • Insurance premiums
      • Consolidating super saves fees
    • Insurance and super
      • Insurance through your super fund
      • Cheapest life insurance and TPD
      • Cheapest income protection
      • SMSFs and insurance
  • Super and tax
    • Super and tax: A Super Guide
    • Super and tax for beginners
    • Australian income tax rates and thresholds
      • Australian income tax rates
      • Low and Middle Income Tax Offset (LMITO)
      • Low Income Tax Offset (LITO)
      • Senior Australians & Pensioners Tax Offset (SAPTO)
      • Super rates and thresholds
      • Super tax rates for under-60s
      • Super tax rates for over-60s
      • Franked dividends (franking credits)
    • Contributions tax
      • How super is taxed
      • Division 293 tax
      • Low Income Superannuation Tax Offset (LISTO)
      • Excess contributions tax
    • Investment income tax (earnings tax)
      • How super is taxed
      • Capital gains tax and super
      • Franked dividends (franking credits)
      • Superannuation contributions tax
    • Retirement phase
      • How super is taxed
      • Transfer balance cap
      • Minimum pension payment rules
      • Superannuation benefit payments tax
      • SMSF pensions
      • Transition-to-retirement pensions
    • Superannuation benefit payments tax
    • Superannuation death benefits
  • SMSFs
    • SMSFs: A Super Guide
    • SMSFs for beginners
      • What is an SMSF?
      • Types of super funds
      • Is an SMSF right for you?
      • Enough super for an SMSF?
      • What type of people have SMSFs?
      • Setting up an SMSF
      • SMSF trustee declaration
      • Quiz: SMSFs for beginners
    • SMSF costs
      • What are typical SMSF fees?
      • Enough super for SMSF costs?
      • DIY (low-cost) SMSFs
      • SMSF ATO supervisory levy
      • SMSF audit fees
      • SMSF investment
      • Obtaining financial advice
      • SMSF penalties
    • SMSF administration and compliance
      • SMSF administration
      • SMSF compliance
      • DIY (low-cost) SMSFs
      • SMSF providers
      • Setting up an SMSF
      • SMSF reporting and record-keeping
      • SMSFs and accountants
      • SMSF audits
      • SMSF administrative penalties
    • SMSF investment
      • Creating an SMSF investment strategy (including samples)
      • SMSF asset allocation
      • Super investment strategies
      • Types of super investments
      • Asset Sector Performance Reckoner
      • SMSF investment rules
      • Franked dividends
      • SMSF borrowing rules
    • SMSF pensions
      • Retirement phase (formerly pension phase)
      • Types of super benefits
      • Starting an SMSF pension
      • Minimum super pension payments
      • Transition-to-retirement pensions
      • $1.6 million transfer balance cap
      • Actuarial certificates
    • SMSF borrowing
    • SMSF Q & As
  • Planning for retirement
    • Planning for retirement: A Super Guide
    • Retirement planning for beginners
      • How to plan for your retirement
      • When should you retire?
      • How long will you live?
      • How much super will you need?
      • What is retirement phase?
      • Is $1 million enough?
      • Retirement Calculators and Reckoners
    • What age can I retire?
    • Age-based Super Guide
    • How long will I live?
    • How much super is enough?
      • How much super do I need to retire?
      • Retiring on $60,000 a year
      • Retiring on $80,000 a year
      • Retiring on $100,000 a year
      • $1 million retirement
      • $1.6 million retirement
      • Retirement Calculators and Reckoners
    • $1.6 million transfer balance cap
    • Types of super benefits
      • Taking a lump sum
      • Taking a super pension
      • SMSF pensions
      • Superannuation benefit payments tax
    • Age Pension
    • Obtaining financial advice
    • Retirement Calculators and Reckoners
      • Age Pension calculator
      • Annual Minimum Pension Payment Calculator
      • Income from super Reckoner
      • Super to Income Reckoner
      • Retirement age calculator
      • Super fees and returns calculator
  • Accessing super
    • Accessing super: A Super Guide
    • When can I access my super?
    • Definition of retirement
    • Reaching preservation age
    • Turning 65 and super
    • Types of super benefits
      • Taking a super lump sum
      • Taking a super pension
      • SMSF pensions
      • Superannuation benefit payments tax
    • Accessing super early
      • All conditions of release explained
      • Preservation age
      • Severe financial hardship
      • Compassionate grounds
      • Terminal illness
      • Permanent incapacity
      • Claiming insurance from super
      • Death
    • Divorce and super
    • Insurance and super
    • Temporary resident departing Australia
  • In retirement
    • In retirement: A Super Guide
    • Retirement Calculators and Reckoners
      • Income from super Reckoner
      • Super to income Reckoner
      • Retirement age Reckoner
      • Age Pension calculator
      • Annual Minimum Pension Payment Calculator
    • Retirement phase (formerly called Pension phase)
      • How super is taxed
      • Types of super benefits
      • Transfer balance cap
      • Minimum pension payments rules
      • Franked dividends
      • Superannuation benefit payments tax
      • SMSF pensions
      • Transition-to-retirement pensions
    • Obtaining financial advice
    • Taking a super lump sum
    • Taking a super pension
      • Retirement phase
      • Types of super pensions
      • SMSF pensions
      • Transfer balance cap
      • Minimum super pension payments
      • Transition-to-retirement pensions
      • Defined benefit funds
      • Annuities
    • Age Pension rules
      • Latest Age Pension rates
      • Am I eligible for the Age Pension?
      • Age Pension age
      • How is the Age Pension assessed?
      • How do I apply for the Age Pension?
      • Age Pension assets test
      • Age Pension income test
      • Age Pension deeming rules
    • Commonwealth Seniors Health Card
    • Working in retirement
      • Turning 65 and super
      • Over-65s work test
      • Transition-to-retirement pensions
      • Age-based Super Guide
      • Age pension age
    • Life expectancy and super
    • Aged care
    • Estate planning
    • Superannuation death benefits
  • Saved articles

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