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Investment performance - Transition to retirement income accounts

With Sunsuper, you can stay up-to-date with your investment activity. You can check your balance anytime via Member Online and you’ll receive an Annual statement showing how your account has performed.

Just remember the big picture, as super is a long-term investment. If you have any concerns, we’re always here to talk you through your investment strategy. Just call 13 11 84.

Legislation update

Due to legislative change, from 1 July 2017 Transition to retirement income account investment returns will be taxed at up to 15%, the same tax rate applicable to Super-savings accounts. To accommodate this change, Transition to retirement income account investment options use the same unit prices as Super-savings account options from 1 July 2017. Historical unit prices and investment performance shown are based on Super-savings account unit prices, which means historical Transition to retirement income account returns shown on this page will also reflect the investment tax of up to 15%. For the unit prices applicable to Transition to retirement income accounts prior to 1 July 2017, refer to the Retirement income accounts - Investment performance.

Transition to retirement income account investment performance

The graph below shows the growth of an initial investment of $1,000 over a period of time based on the movements in unit prices, which are net of fees. Past performance is not a reliable indicator of future performance.

Select an option to view the performance on the graph

You may also be interested in the current unit prices for all the Transition to retirement income account investment options.

Other accounts - Investment performance

If you have other Sunsuper accounts, you can check their past investment performance and unit prices here:

Investment reports

Read our quarterly investment report for in depth information on our investment options.

Performance

First Transition to retirement income account reports coming soon.

Monitor your investments

To keep up-to-date on how your investments are performing, you can do the following:

Remember, short term fluctuations are normal - it's long term performance that matters most.

Important information

The graphic illustration shown above is based on exit unit prices for the investment option selected and an initial investment of $1,000 invested at the applicable entry unit price. Unit prices are net of Indirect investment costs.

Past investment performance is not a reliable indicator of future performance. Returns may vary considerably over time.

Each investment option has a different performance objective, risk profile, asset allocation and investment style which may also change from time to time. Each of theses features may be significant in respect of the investment return for any option.

More detailed information on Indirect investment costs and the characteristics for each investment option is available in the Sunsuper for life Investment guide [8.5MB].

This graphic illustration is provided for general information purposes only and is not to be relied on for the purposes of making a decision in relation to a financial product and is not a substitute for professional advice. Before making a decision, you should consider obtaining advice from an Australian financial services licensee.

The information contained in this illustration is given in good faith. While all reasonable care has been taken in producing this information, Sunsuper does not warrant the accuracy or completeness of this information and will not be held responsible for any loss suffered as a result of relying on this information.

Unit pricing error compensation

Sunsuper has put in place comprehensive controls in order to minimise the chance of unit pricing errors. Should the unlikely circumstance of an error occur and Sunsuper determines that compensation is payable to members that have been adversely affected, we aim to ensure existing Sunsuper members are in the same financial position as if the error did not occur. For exited members, only amounts $20 or greater will be compensated. Sunsuper’s policy is in line with industry standards and regulatory guidelines.