Personal Retirement Plan

The State Super Personal Retirement Plan is a superannuation product offered as part of the complying superannuation fund known as the State Super Retirement Fund. The State Super Retirement Fund was established on 23 November 1993.

The Retirement Plan is designed for investors who wish to:

  • make regular or adhoc contributions to a superannuation fund;
  • have superannuation contributions made on their behalf by their spouse;
  • maintain a superannuation interest in a concessionally taxed environment, with no entry or exit fees and currently no switching fees;
  • access the investment skills of experienced investment managers.
Please note: applications may not be made using the forms included in the PDSs displayed on this website. If you would like to invest in this product, please select the link below, and we will mail a copy of the PDS to you.

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Personal Retirement Plan

Periods ended 30 June 2010

Fund 6 Months 1 Year 3 Years 5 Years
Cash 1.4% 2.6% 4.0% 4.1%
Capital Stable 0.9% 6.6% 2.6% 4.1%
Balanced -2.2% 12.3% -2.9% 2.9%
Growth -4.4% 12.8% -6.6% 1.6%

Except for the six-month returns, all returns have been annualised. Investment returns have been calculated after deducting fees, expenses and tax payable from the Funds and reflect the movement of unit prices over the period.

Personal Retirement Plan - Total Growth of $10,000

This graph measures the performance of all the Funds since inception of the Growth Fund. The Cash, Capital Stable and Balanced Funds commenced in April 1990.

June 1997 to June 2010