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My question relates to bench marking my SMSF.
How do you suggest that the performance of an SMSF be assessed? Should it be against a common index fund, or better still, against industry performance data?
Where can I find monthly, quarterly and yearly bench marking data, suitable for me to say whether I am ahead or behind an “industry Superfund”?
Thanks for your advice.
A: This is great question.
I think that the obvious thing to benchmark performance against is against the comparable industry/retail fund. You need obviously to separate between accumulation and pension funds, and then by the asset mix (percentage in growth vs income based assets).
Two sites that publish well researched industry data are:
Both publish monthly reports that show returns for the median fund. Check out their news/media sections.
Hope this helps.
