Superannuation Fund Statement

To understand how much super you have and how it’s performing, start by looking to your superannuation statement. We know it can seem pretty hard to understand, so here’s a mock statement that highlights the 5 most important things you need to look out for on your super statement. Tap on each section of the statement for more information and explanations.

Annual superannuation statement

1 July 2016 to 30 June 2017

1) Benefits summary
How much super you have
  • Funds in:
  • Funds out:
  • Account balance:
  • $12,500
  • $1,357
  • $55,230
2) Investment option
How your super is invested
  • Investment option:
  • MySuper (Balanced)
3) Insurance cover
Your level of coverage
  • Total Death Benefit:
  • Total and Permanent Disability:
  • $180,350
  • $123,000
4) Nominated beneficiaries
Who will inherit my super?
  • Joe Smith:
  • Jane Doe:
  • 25%
  • 75%
5) Transaction summary
What’s come in, what’s gone out
  • Employer Contributions:
  • Investment earnings:
  • Total funds in:
  • Member fees:
  • Insurance premiums:
  • Total funds out:
  • $2,562
  • $2,000
  • $4,562
  • $56
  • $20
  • $76