Each year we are required1 to assess our performance and, based on the results of that assessment, make an annual determination that we are promoting the financial interests of our members. We must make a separate determination for each product we offer.
Our performance summaries show the net return after investment fees, tax and the asset-based fee. You can access our latest performance summaries here.
1 Legislative requirements as set out in Prudential Standard SPS 515 Strategic Planning and Member Outcomes and APRA Prudential Practice Guide SPG 516 – Business Performance Review.
2 The reference to APRA data relates to APRA Quarterly MySuper and/or APRA Yearly Fund-Level Superannuation Statistics as at 30 June 2020.
3 SuperRatings specialises in ratings, research and consulting, providing the superannuation industry with the tools and intelligence required to build value for their members and create a stronger super industry that benefits all Australians. For more information go to www.superratings.com.au..
4 For further information about the methodology used by Chant West, see chantwest.com.au.
5 Update: The Fund’s planned merger with Australian Catholic Superannuation will not proceed. Please read our NGS and ACS merger page for more detail.
6 Based on APRA Annual Fund-level Superannuation Statistics June 2020.