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Account availability/ Commencement Income accounts only / 1 July 1991
Investment objective Pre-Retirement Income accounts:

  • Achieve returns net of fees and tax at least equal to CPI + 3.0% over rolling 10 year periods

Post-Retirement Income accounts:

  • Achieve returns net of fees and tax at least equal to CPI + 3.5% over rolling 10 year periods
Likelihood of a negative annual return Four to less than six in every 20 years (4.68)
Standard Risk Measure

Asset AllocationInvestment Range
Australian Equities 27.0% 17 - 37%
International Equities 28.0% 18 - 38%
Alternative Growth 3.0% 1 - 8%
Property 12.0% 7 - 17%
Infrastructure 12.0% 7 - 17%
Australian Fixed Interest 4.5% 0 - 12%
International Fixed Interest 4.5% 0 - 12%
Alternative Defensive 6.0% 1 - 11%
Cash/Enhanced Cash 3.0% 0 - 12%
Currency exposure20%10 - 30%

12 months to 30 June
Pre-Retirement Post-Retirement
2021 14.20% 16.11%
2020 0.06% 0.09%
2019 6.82% 7.67%
2018 9.32% 10.27%
2017 14.05% 14.05%
2016 4.56% 4.56%

 

Five year compound average to 30 June 2021
Pre-Retirement Post-Retirement
8.66% 9.48%

 

 

Investment performance

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Latest news

Restructure of the Socially Responsible investment option

Restructure of the Socially Responsible investment option

In February 2021 we advised members of the decision to redeem the assets supporting the Socially Responsible investment option... Read more
Claiming a tax deduction for your personal super contributions

Claiming a tax deduction for your personal super contributions

If you’ve made contributions to your super from your after-tax income you may be able to claim them as... Read more
Extension of temporary reduction in minimum drawdown requirements for account based income streams

Extension of temporary reduction in minimum drawdown requirements for account based income streams

In late May 2021, the Government announced an extension of the temporary reduction in the minimum drawdown requirements for... Read more