MySuper product dashboard

TelstraSuper's MySuper arrangement is a lifecycle investment strategy consisting of three investment stages: MySuper Growth for members aged under 45, MySuper Balanced for members aged 45 to under 65, and MySuper Conservative for members aged 65 and over.

The Product Dashboard below is legislatively mandated and is designed to provide members with a snapshot of investment performance, risk, and fees and costs associated with TelstraSuper's MySuper arrangement.  The Product Dashboard is based on our understanding of the calculations and other requirements prescribed by the law (including regulatory standards) applicable to a product dashboard.

Please note:

  • The return targets shown below are relative to inflation, for example MySuper Growth's return target is Consumer Price Index (CPI) + 3.5%.
  • Returns for MySuper Growth, MySuper Balanced and MySuper Conservative take into account the historical investment history of the Growth, Balanced and Conservative investment options offered by TelstraSuper as default investment strategies prior to the commencement of TelstraSuper's MySuper arrangement, subject to prescribed or allowable adjustments.
  • The investment returns displayed in the Product Dashboard are based on returns (net of applicable fees and costs) during the periods shown and reflect (as required) the highest fee levels (where TelstraSuper has had multiple fee levels in the past).
  • The statement of fees and costs is for one year based on fees and costs applicable to accumulation members in the MySuper arrangement (assuming a $50,000 account balance).  It does not reflect all fees and costs that may apply (for example, activity fees and insurance fees aren’t included).
  • The returns displayed in the Product Dashboard are not the same or equivalent to investment returns reported elsewhere by TelstraSuper and may not equate to the investments returns allocated to your account during the periods shown.  The allocation of investment returns to your account depends on a range of factors including when money moves into and out of your account.
Past performance is not a reliable indicator of future performance.  The information in the Product Dashboard may change from time to time.

For further information about TelstraSuper's MySuper arrangement, refer to the TelstraSuper Personal Plus Product Disclosure Statement and TelstraSuper Corporate Plus Product Disclosure Statement.

Investment or other decisions relating to your TelstraSuper account should be made having regard to the relevant product disclosure statement.

TelstraSuper MySuper investment stages

  • MySuper Growth Product Dashboard

    Return target

    CPI + 3.5% p.a.

    Return

    Year to Return
    30/06/2016 -0.08
    30/06/2015 10.76
    30/06/2014 17.61
    30/06/2013 19.25
    30/06/2012 -2.59
    30/06/2011 10.80
    30/06/2010 11.41
    30/06/2009 -15.02
    30/06/2008 -13.80
    30/06/2007 20.40

    Comparison between return target and return

    MySuper Balanced

    Level of investment risk

    High

    Estimated number of negative net investment returns over a 20 year period is 4 to less than 6

    Statement of fees and other costs

    $538

  • MySuper Balanced Product Dashboard

    Return target

    CPI + 3%Return

    Year to Return
    30/06/2016 0.93
    30/06/2015 9.60
    30/06/2014 15.43
    30/06/2013 16.54
    30/06/2012 - 0.36
    30/06/2011 10.04
    30/06/2010 10.34
    30/06/2009 - 11.22
    30/06/2008 - 8.85
    30/06/2007 17.46

    Comparison between return target and return

    MySuper Balanced

    Level of investment risk

    High

    Estimated number of negative net investment returns over a 20 year period is 4 to less than 6

    Statement of fees and other costs

    $528

  • MySuper Conservative Product Dashboard

    Return target

    CPI + 1.5% p.a.

    Return

    Year to Return
    30/06/2016 3.23
    30/06/2015 6.74
    30/06/2014 10.01
    30/06/2013 10.21
    30/06/2012 3.11
    30/06/2011 7.96
    30/06/2010 7.81
    30/06/2009 - 3.90
    30/06/2008 - 0.97
    30/06/2007 10.08

    Comparison between return target and return

    MySuper Balanced

    Level of investment risk

    Medium

    Estimated number of negative net investment returns over a 20 year period is 2 to less than 3

    Statement of fees and other costs

    $398