RecruitmentSuper – Superannuation Categories

APRA’s Superannuation Fund Performance Test Reveals Positive Trends

APRA recently released the results of its annual superannuation fund performance test, revealing a positive outcome for most products. The test evaluates the performance of MySuper options, non-platform choice products, and choice options offered through platform services. While all MySuper options and non-platform choice products passed the test, there was room for improvement in choice options on platform services.

SETTING UP AND MAINTAINING SELF-MANAGED SUPERANNUATION FUNDS (SMSFs)

SETTING UP AND MAINTAINING SELF-MANAGED SUPERANNUATION FUNDS (SMSFs) | $22.00

Choice options require active selection by members, unlike MySuper, which is the default option. Platform services offer a variety of investment options but are often associated with higher costs that can impact returns. In 2025, 5% of choice platform products failed the test, a significant improvement from the previous year’s failure rate of almost 20%.

SETTING UP AND MAINTAINING SELF-MANAGED SUPERANNUATION FUNDS (SMSFs)

SETTING UP AND MAINTAINING SELF-MANAGED SUPERANNUATION FUNDS (SMSFs) | $22.00

The purpose of the test, according to APRA, is to ensure accountability for underperformance among super trustees by increasing transparency and consequences. Products that fail the test are typically closed, and member balances are transferred to alternative options. This process aims to drive improvements in performance and protect members’ interests.

Self Managed Superannuation Fund Guide 2nd Edition

Self Managed Superannuation Fund Guide 2nd Edition | $160.14

While the test covers a significant portion of superannuation assets in the accumulation phase, critics argue that it does not include all platform products and neglects investments in the retirement phase, such as superannuation pensions. Despite some limitations, the test appears to be effective in driving better performance and outcomes for members.

Setting up, operating and maintaining Self-Managed Superannuation Funds in Australia

Setting up, operating and maintaining Self-Managed Superannuation Funds in Australia | $11.25

Superannuation expert Kate Crawford, with over two decades of experience in the industry, highlights the importance of understanding the implications of the performance test results. She emphasizes the need for members to stay informed about their superannuation investments and consider seeking independent advice to optimize their retirement savings.

Self Managed Superannuation Fund Guide

Self Managed Superannuation Fund Guide | $119.81

As the super industry continues to evolve, staying informed about regulatory changes and performance benchmarks is crucial for individuals looking to make informed decisions about their super investments. Platforms and fund managers play a significant role in shaping the performance and outcomes of super products, making it essential for members to actively monitor their investments and assess their suitability.

Self Managed Superannuation Fund Handbook: A Practical Guide to Starting and Managing Your Own Fund

Self Managed Superannuation Fund Handbook: A Practical Guide to Starting and Managing Your Own Fund | $23.06

SuperGuide provides valuable resources and insights to help individuals navigate the complexities of superannuation and retirement planning. With a focus on education and empowerment, SuperGuide offers expert advice, calculators, and guides to assist members in maximizing their super savings and making informed financial decisions.

By keeping abreast of industry developments and leveraging available tools and resources, individuals can take proactive steps to secure their financial future and achieve their retirement goals. Superannuation remains a critical aspect of long-term financial planning, and understanding the performance of super products is key to building a robust retirement strategy.

📰 Related Articles


📚Book Titles