Super fund performance: Monthly returns to April 2025
Super funds overcame Trump’s tariff turmoil in April to finish in positive territory, reaffirming the importance of sitting tight and ignoring the short-term market “noise”.
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Super fund performance reckoner: Monthly returns for 5 investment categories
In our reckoner below you can view the median monthly investment returns for 5 superannuation investment options going back to January 2016.
Q&A: Does the frequency of my employer contributions affect my portfolio growth?
Q: Does my employer only have to pay across the super fund contributions in quarterly intervals, as this impacts on the amount invested and growth of my portfolio?
Super fund rankings: Conservative category (21–40%)
On this page you can find the quartile performance and quartile rankings for super funds in the Conservative category for the period to 31 March 2025.
Super fund rankings: Balanced category (41–60%)
On this page you can find the quartile performance and quartile rankings for super funds in the Balanced category for the period to 31 March 2025.
Super fund rankings: Growth category (61–80%)
On this page you can find the quartile performance and quartile rankings for super funds in the Growth category for the period to 31 March 2025.
Super fund rankings: High Growth category (81–95%)
On this page you can find the quartile performance and quartile rankings for super funds in the High Growth category for the period to March 2025.
Super fund rankings: All Growth category (96–100%)
On this page you can find the quartile performance and quartile rankings for super funds in the All Growth category for the period to 31 March 2025.
Pension fund rankings: Conservative category (21–40%)
On this page you can find the quartile performance and quartile rankings for pension funds in the Conservative category for the period to 31 March 2025.
Pension fund rankings: Balanced category (41–60%)
On this page you can find the quartile performance and quartile rankings for pension funds in the Balanced category for the period to 31 March 2025.
Pension fund rankings: Growth category (61–80%)
On this page you can find the quartile performance and quartile rankings for pension funds in the Growth category for the period to 31 March 2025.
Pension fund rankings: High Growth category (81–95%)
On this page you can find the quartile performance and quartile rankings for pension funds in the High Growth category for the period to 31 March 2025.
Pension fund rankings: All Growth category (96–100%)
On this page you can find the quartile performance and quartile rankings for pension funds in the All Growth category for the period to 31 March 2025.
Super news for May 2025
Labor’s super to-do list, Financial advisers urge further reforms, In-house SMSF auditors warned, Transfer balance cap to rise, Future Fund performance.
Super housekeeping tips for EOFY
The end of the financial year is a good time to get your super house in order. Check our tips to make the most of your opportunities.
How to take advantage of the increased Transfer Balance Cap
An increased Transfer Balance Cap creates opportunities to transfer more into the tax-free retirement phase and contribute more to super but beware the fine print!
What’s the Carer Payment and am I eligible?
If you care for an ill or disabled person full time, you may be eligible for regular income support payments.
Q&A: Can non-concessional contributions be made if the Transfer Balance Cap has been reached?
If you have previously reached your full transfer balance cap, but now you are well below the $1.9 million cap, can you undertake the bring forward rule and make a non-concessional contribution of $360,000?
