Data­bank

Money Magazine Australia - - CONTENTS -

The data in th­ese ta­bles com­pares some of the most pop­u­lar su­per funds. They are a mix of in­dus­try funds, mas­ter trusts and gov­ern­ment funds. In­dus­try funds are set up by em­ployer as­so­ci­a­tions and unions; many are of­fered pub­licly, some have re­stricted mem­ber­ship (NP). Mas­ter trusts (cor­po­rate and per­sonal) are set up by bank­ing, insurance or fi­nan­cial plan­ning groups. All per­for­mance fig­ures are af­ter all fees, charges and tax ap­plied to the fund have been de­ducted. The ta­ble here shows per­for­mance of funds’ bal­anced op­tions. But most su­per funds of­fer many other choices of in­vest­ment mix.

The data is pro­vided by Su­perRat­ings, a to­tally in­de­pen­dent Aus­tralian su­per­an­nu­a­tion re­search com­pany. It is the lead­ing source of su­per­an­nu­a­tion in­for­ma­tion to the Aus­tralian me­dia and is renowned for its timely commentary and opin­ions on the var­i­ous su­per­an­nu­a­tion funds avail­able. Su­per Rat­ings as­sesses over 250 su­per­an­nu­a­tion funds and prod­ucts. Su­perRat­ings takes into ac­count risk-ad­justed in­vest­ment per­for­mance, fees, insurance, ser­vice de­liv­ery, ed­u­ca­tion, fi­nan­cial plan­ning fa­cil­i­ties, em­ployer sup­port, fund gov­er­nance and flex­i­bil­ity of the op­tions. The judg­ing is mainly quan­ti­ta­tive but does in­clude qual­i­ta­tive as­sess­ment.

Cal­cu­la­tors, fund com­par­isons, fund rat­ings, news and ex­pert opin­ion can be found at www.su­perrat­ings.com.au.

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