Investment options

Latest returns for the period ended 31 July 2017

Investment option Rolling 1mth Rolling 3mth FYTD1 Rolling 1yr Rolling 3yrs2 Rolling 5yrs2 Rolling 7yrs2 Rolling 10yrs2
Tasplan OnTrack
Build -0.19% -0.28% -0.19% - - - - -
Sustain -0.19% -0.09% -0.19% - - - - -
Control -0.08% 0.17% -0.08% - - - - -
Maintain 0.02% 0.41% 0.02% - - - - -
Growth   -0.19% -0.29% -0.19% 7.63% 7.78% 11.18% 8.96% 5.19%
Sustainable   -0.11% 0.33% -0.11% 7.86% - - - -
Balanced   -0.18% -0.13% -0.18% 6.42% 7.12% 9.33% 7.79% 5.28%
Moderate   0.03% 0.41% 0.03% 4.98% - - - -
Conservative   0.08% 0.59% 0.08% 3.82% 5.02% 6.16% 5.96% 5.16%
Australian shares   0.21% -1.92% 0.21% 6.97% - - - -
International shares   -0.32% 0.36% -0.32% 11.47% - - - -
Fixed interest   0.45% 1.02% 0.45% 1.29% - - - -
Cash   0.16% 0.45% 0.16% 1.75% 2.26% 2.49% 2.97% 3.73%
Property   0.32% 1.79% 0.32% - - - - -
  • 1FYTD refers to the financial year to date. This shows how the option has performed since 1 July.
  • 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.

Historical returns

Financial year returns to 30 June
Options 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007
Tasplan OnTrack
Build - - - - - - - - - -
Sustain - - - - - - - - - -
Control - - - - - - - - - -
Maintain - - - - - - - - - -
Growth   2.80% 11.61% 15.52% 16.70% -0.60% 10.10% 11.30% -13.40% -10.10% 17.40%
Sustainable   - - - - - - - - - -
Balanced   3.43% 9.70% 11.71% 12.66% 0.48% 8.43% 9.50% -7.90% -5.94% 14.49%
Moderate   - - - - - - - - - -
Conservative   4.07% 6.77% 8.17% 7.50% 4.60% 7.10% 8.70% -0.50% 0.10% 9.00%
Australian shares   - - - - - - - - - -
International shares   - - - - - - - - - -
Fixed interest   - - - - - - - - - -
Cash   2.35% 2.73% 2.71% 2.90% 4.30% 4.40% 4.10% 5.50% 7.10% 5.40%
Property   - - - - - - - - - -

Past performance is not 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.

We introduced some new investment options and renamed some options on 1 December 2015.

Tasplan OnTrack was introduced on 7 December 2016.

Investment choice

Tasplan’s eleven investment options each have a different investment strategy, with varying levels of expected risk and return.

If you don't make a choice, your super will automatically be invested in the MySuper option, Tasplan OnTrack.

You can select one or a combination of any of the options to ensure your super is invested to suit your personal needs. You can also apply one investment strategy to your existing benefits and another strategy for your future contributions.


How to change your investment option

You can change your investments via Tasplan Online or by completing a Change your investments form.

You can change your investment option weekly if you want. The first investment option switch in any year is free. If you switch again in the same year, a small switching fee will apply. See our fees page for details.

Super is a long-term investment so it is important to get financial advice when considering your investment strategy. As a Tasplan member, you have access to fee-for-service financial planning. Email us at info@tasplan.com.au or call us on 1800 005 166.

Compare returns

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Past performance is not 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.

We introduced some new investment options and renamed some options on 1 December 2015.

Tasplan OnTrack was introduced on 7 December 2016.

Investment choice

Tasplan’s eleven investment options each have a different investment strategy, with varying levels of expected risk and return.

If you don't make a choice, your super will automatically be invested in the MySuper option, Tasplan OnTrack.

You can select one or a combination of any of the options to ensure your super is invested to suit your personal needs. You can also apply one investment strategy to your existing benefits and another strategy for your future contributions.


How to change your investment option

You can change your investments via Tasplan Online or by completing a Change your investments form.

You can change your investment option weekly if you want. The first investment option switch in any year is free. If you switch again in the same year, a small switching fee will apply. See our fees page for details.

Super is a long-term investment so it is important to get financial advice when considering your investment strategy. As a Tasplan member, you have access to fee-for-service financial planning. Email us at info@tasplan.com.au or call us on 1800 005 166.