Pension performance

Latest returns for the period ended 31 May 2020

Investment option Rolling 1mth Rolling 3mth FYTD1 Rolling 1yr Rolling 3yrs2 Rolling 5yrs2 Rolling 7yrs2 Rolling 10yrs2
Growth 2.99% -5.75% -0.69% 3.92% 7.09% 6.88% 9.45% 9.24%
Sustainable 2.65% -3.41% 0.51% 3.60% 6.36% - - -
Balanced 2.55% -4.95% 0.23% 4.52% 6.79% 6.60% 8.54% 8.52%
Moderate 1.47% -3.52% 1.48% 4.50% 5.73% - - -
Conservative 0.76% -2.62% 1.42% 3.67% 4.51% 4.48% 5.64% 6.16%
Australian shares 5.83% -9.28% -8.33% -3.70% 5.64% - - -
International shares 3.77% -2.46% 3.27% 9.19% 7.89% - - -
Property -0.75% -4.17% 0.83% 0.90% 7.53% - - -
Fixed interest 0.85% 0.01% 3.82% 5.33% 4.46% - - -
Cash 0.05% 0.23% 1.22% 1.38% 1.92% 2.11% 2.39% 3.01%
Long-term 1.88% -5.25% -3.98% - - - - -
  • Tasplan Super Tasplan Super Important information: Tasplan Pension latest returns

    1FYTD refers to the financial year to date. This shows how the option has performed since 1 July this financial year.

    2Returns shown for periods longer than one year are compound averages to give you an idea of the average return generated each year over the period, assuming that the investment had grown at a steady rate over this time. It’s important to note that returns can vary significantly from year-to-year.

    Options will only show performance history since they were introduced by Tasplan.

    Past performance isn’t necessarily an indication of future returns. Please note that this performance information shows net investment returns, that is, after tax and investment fees have been paid.

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Historical returns

Financial year returns to 30 June
Options 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010
Growth   10.13% 12.78% 12.31% 3.63% 13.00% 17.65% 18.40% -1.70% 11.40% 11.90%
Sustainable   10.58% 8.41% 12.37% - - - - - - -
Balanced   10.04% 10.72% 10.18% 4.62% 11.28% 14.64% 14.80% 1.00% 10.40% 11.50%
Moderate   8.75% 7.00% 7.35% - - - - - - -
Conservative   7.12% 4.98% 5.40% 4.92% 7.35% 9.14% 8.70% 4.80% 8.20% 9.90%
Australian shares   11.21% 15.67% 14.82% - - - - - - -
International shares   8.73% 13.69% 16.06% - - - - - - -
Property   9.45% 11.27% - - - - - - - -
Fixed interest   7.82% 2.07% 1.51% - - - - - - -
Cash   2.24% 2.15% 2.00% 2.71% 3.05% 3.12% 3.40% 4.80% 5.10% 5.00%
Long-term   - - - - - - - - - -
  • Tasplan Super Tasplan Super Important information: Tasplan Pension historical returns

    Options will only show performance history since they were introduced by Tasplan.

    Past performance isn’t necessarily an indication of future returns. Please note that this performance information shows net investment returns, that is, after tax and investment fees have been paid. 

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Your super fund’s performance has a big impact on how long your money will last in retirement. So, how do you know if your fund is a great performer? 

How to compare super funds

  • Look for good performance over a five or 10-year period rather than exceptional performance for just a year or so. Super is a long-term investment.
  • Be sure to factor in fees when you’re checking performance figures – but remember that low-fee funds may not perform as well and may offer less in the way of products and services.

So, the trick is to find a fund with good returns and low fees – plus the benefits you need.

 A platinum-rated pension fund in 2020

This year, SuperRatings™ awarded Tasplan Pension a 'Platinum' Rating. SuperRatings™ is a rating company that reports on super fund investment returns, benchmarks super funds and pension funds, and ranks super funds based on investment performance, fees, insurance options and non-super services. This ratings recognises Tasplan Pension as ‘best value for money’ pension that is well balanced across all key assessment criteria – investments, fees and charges, insurance, member servicing and administration in a robust, secure and proven governance/risk framework.

We were also nominated as a finalist for the SuperRatings Pension of the year award. This award recognises the fund with the best value for money pension offering.

And to top it off we were nominated as a finalist for the SuperRatings Momentum award. This award recognises the fund that has made significant progress on enhancing its strategic positioning in coming years.

We offer a range of excellent benefits and services for members at a very low cost – our member administration fees are lower than those of most retail funds. 

Clearly, you can have confidence that you’re with a quality fund for your pension. 

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Your super fund’s performance has a big impact on how long your money will last in retirement. So, how do you know if your fund is a great performer? 

How to compare super funds

  • Look for good performance over a five or 10-year period rather than exceptional performance for just a year or so. Super is a long-term investment.
  • Be sure to factor in fees when you’re checking performance figures – but remember that low-fee funds may not perform as well and may offer less in the way of products and services.

So, the trick is to find a fund with good returns and low fees – plus the benefits you need.

 A platinum-rated pension fund in 2020

This year, SuperRatings™ awarded Tasplan Pension a 'Platinum' Rating. SuperRatings™ is a rating company that reports on super fund investment returns, benchmarks super funds and pension funds, and ranks super funds based on investment performance, fees, insurance options and non-super services. This ratings recognises Tasplan Pension as ‘best value for money’ pension that is well balanced across all key assessment criteria – investments, fees and charges, insurance, member servicing and administration in a robust, secure and proven governance/risk framework.

We were also nominated as a finalist for the SuperRatings Pension of the year award. This award recognises the fund with the best value for money pension offering.

And to top it off we were nominated as a finalist for the SuperRatings Momentum award. This award recognises the fund that has made significant progress on enhancing its strategic positioning in coming years.

We offer a range of excellent benefits and services for members at a very low cost – our member administration fees are lower than those of most retail funds. 

Clearly, you can have confidence that you’re with a quality fund for your pension.