Super performance

Latest returns for the period ended 30 June 2020

Investment option Rolling 1mth Rolling 3mth FYTD1 Rolling 1yr Rolling 3yrs2 Rolling 5yrs2 Rolling 7yrs2 Rolling 10yrs2
Tasplan OnTrack
Build 0.82% 7.07% 0.27% 0.27% 6.69% - - -
Sustain 0.63% 5.56% 1.22% 1.22% 6.36% - - -
Control 0.52% 4.01% 1.39% 1.39% 5.77% - - -
Maintain 0.44% 2.84% 1.76% 1.76% 5.21% - - -
Growth   0.83% 7.05% 0.14% 0.14% 6.64% 6.66% 8.58% 8.56%
Sustainable   0.06% 5.12% 0.70% 0.70% 5.76% - - -
Balanced   0.65% 5.68% 1.23% 1.23% 6.35% 6.34% 7.67% 7.59%
Moderate   0.45% 2.88% 1.72% 1.72% 5.09% - - -
Conservative   0.35% 1.45% 2.00% 2.00% 4.19% 4.29% 5.19% 5.55%
Australian shares   2.14% 17.11% -6.17% -6.17% 5.37% - - -
International shares   1.17% 9.94% 5.04% 5.04% 8.36% - - -
Property   0.33% -0.83% 1.73% 1.73% 6.19% - - -
Fixed interest   0.51% 2.28% 3.90% 3.90% 4.04% - - -
Cash   0.05% 0.18% 1.12% 1.12% 1.67% 1.82% 2.08% 2.60%
  • Tasplan Super Tasplan Super Important information: latest returns

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

    Tasplan OnTrack isn’t available for Transition Pension accounts.

    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.

Download latest returns

Historical returns

Financial year returns to 30 June
Options 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Tasplan OnTrack
Build 0.27% 9.03% 11.09% - - - - - - -
Sustain 1.22% 8.73% 9.31% - - - - - - -
Control 1.39% 8.42% 7.65% - - - - - - -
Maintain 1.76% 7.78% 6.19% - - - - - - -
Growth   0.14% 9.02% 11.08% 10.73% 2.80% 11.61% 15.52% 16.70% -0.60% 10.10%
Sustainable   0.70% 8.73% 8.06% 10.52% - - - - - -
Balanced   1.23% 8.62% 9.38% 8.95% 3.43% 9.70% 11.71% 12.66% 0.48% 8.43%
Moderate   1.72% 7.44% 6.20% 6.56% - - - - - -
Conservative   2.00% 6.19% 4.40% 4.81% 4.07% 6.77% 8.17% 7.50% 4.60% 7.10%
Australian shares   -6.17% 9.70% 13.66% 12.86% - - - - - -
International shares   5.04% 8.07% 12.08% 14.54% - - - - - -
Property   1.73% 7.26% 9.73% - - - - - - -
Fixed interest   3.90% 6.38% 1.88% 1.46% - - - - - -
Cash   1.12% 2.04% 1.85% 1.76% 2.35% 2.73% 2.71% 2.90% 4.30% 4.40%
  • Tasplan Super Tasplan Super Important information: historical returns

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

    Tasplan OnTrack isn’t available for Transition Pension accounts.

Download historical returns

Your super fund’s performance has a big impact on how much money you’ll have at 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 super fund in 2020

This year, SuperRatings™ awarded us 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.A Platinum rating indicates a ‘best value for money’ super fund 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 Momentum award. This award recognises the fund that has made significant progress on enhancing its strategic positioning in coming years.

In 2019, we were the winner of the SuperRatings Rising Star award recognising the significant enhancements we’d made to the value proposition offered to our members over the past year.

We offer a range of excellent benefits and services for members and employers at a very low cost – our member administration fees are lower than those of most retail funds. Employers don’t pay any fees at all.

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

A five-star quality rating

In 2020, Tasplan Super was judged as ’outstanding’ and awarded 5 Heron Quality Stars for 2020.

Scoring 5 out of 5 stars indicates a score of 80 or more out of 100. This score is awarded to a fund that is ‘outstanding’ – that is, ‘an outstanding product with a great depth of features and hence flexibility’.

Tasplan’s MySuper investment option also received 5 stars in 2020 and in 2019 was judged in the Top 10 MySuper investment options by Heron.

Visit heronpartners.com.au for more information.

Compare returns

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Your super fund’s performance has a big impact on how much money you’ll have at 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 super fund in 2020

This year, SuperRatings™ awarded us 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.A Platinum rating indicates a ‘best value for money’ super fund 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 Momentum award. This award recognises the fund that has made significant progress on enhancing its strategic positioning in coming years.

In 2019, we were the winner of the SuperRatings Rising Star award recognising the significant enhancements we’d made to the value proposition offered to our members over the past year.

We offer a range of excellent benefits and services for members and employers at a very low cost – our member administration fees are lower than those of most retail funds. Employers don’t pay any fees at all.

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

A five-star quality rating

In 2020, Tasplan Super was judged as ’outstanding’ and awarded 5 Heron Quality Stars for 2020.

Scoring 5 out of 5 stars indicates a score of 80 or more out of 100. This score is awarded to a fund that is ‘outstanding’ – that is, ‘an outstanding product with a great depth of features and hence flexibility’.

Tasplan’s MySuper investment option also received 5 stars in 2020 and in 2019 was judged in the Top 10 MySuper investment options by Heron.

Visit heronpartners.com.au for more information.