MySuper
MySuper is part of the Stronger Super reforms announced in September 2011 by the Gillard Labor government for the Australian superannuation industry to replace the previous default funds system with a new default system using low cost and simple superannuation products. MySuper compliant products may be provided by industry super funds, as well as retail super funds. Funds that do not operate as default funds, such as self managed superannuation funds or choice products, are not subject to MySuper standards.
Since 1 January 2014, unless an employee has chosen another investment option, employers must pay all compulsory SG contributions into approved MySuper accounts, i.e., into super products that have received a MySuper authority. From that date, super funds must also credit employer contributions to a MySuper account, unless if the member has directed the trustee to do otherwise. Given that over 75% of employees stay with their employers’ default fund, it was expected that the majority of employees would be in a MySuper product from that date. Superannuation funds had until 1 July 2017 to move existing default members into a complying MySuper product. For convenience, many funds simply converted an existing default option to a MySuper account, so that members would be automatically included in a MySuper product.
Members can opt out of the MySuper option at any time, or may choose a particular MySuper product. They must be given a minimum of 90 days' notice before a default transfer to a MySuper account is made.
The intention of the MySuper system is for market participants to create a range of easily comparable, relatively simple products, which in turn will focus competition on net costs and returns. The Australian Prudential Regulation Authority fosters competition by publishing fee tables and other statistics.
Features of a MySuper account
The features of a MySuper product include:- a single investment option
- a minimum level of insurance cover
- an easily comparable fee structure, with a short prescribed list of allowable fee types
- restrictions on how advice is provided and paid for, and
- rules governing fund governance and transparency.
MySuper investments
Lifecycle investment strategies
For these reasons, the government has allowed lifecycle investment options to be the default choice for a MySuper product. Lifecycle investment options enable trustees to automatically move members into a different investment mix based on their age and other permitted factors including balance, gender, time to retirement, and can be particularly relevant as part of a transition to retirement. Sunsuper was the first fund to receive approval for their lifecycle strategy. However, a number of lifecycle strategies have since been released from companies including Aon, Suncorp, BT and First State.MySuper fees
Fees a member can be charged in MySuper products are limited to:- administration fee
- investment fee
- buy and sell spreads
- exit fee, and
- switching fee.
All fees charged for MySuper products must be able to be included under these standard descriptions. This will make it simpler for members to understand what they pay and to compare fees against other MySuper products.
MySuper insurance
MySuper products are required to offer a standard, default level of life and total and permanent disability insurance. Members of MySuper products are able to opt-out of the insurance, or increase or decrease their insurance cover without having to leave the MySuper product.There may be particular factors at a workplace level that influence the appropriate level and structure of insurance for employees at that workplace. Therefore, within a MySuper product, it is possible for the standard insurance cover to be replaced by a default insurance strategy tailored to meet the specific requirements of the employees of a particular employer.
MySuper timeline
After 1 January 2014, members who do not make an investment choice, or who actively choose a fund's default option, must be invested in a compliant MySuper product.List of MySuper compliant products
On 14 February 2013, Sunsuper was the first superannuation fund to receive a MySuper authority. On 20 February 2013, Cbus was the second fund to receive an authority. A complete list of MySuper authorities is listed on the APRA website. APRA had anticipates that fewer than 120 MySuper authorities would be granted in total by the mandatory start date of 1 January 2014, which has been revised down from earlier estimates. As at 6 January 2014, 115 funds had been granted a MySuper authority:- AMG Universal Super – AMG MySuper
- AMP Retirement Trust – AMP MySuper No.1
- AMP Superannuation Savings Trust – AMP MySuper No.2
- AMP Superannuation Savings Trust – Brookfield Australia MySuper
- AMP Superannuation Savings Trust – CCA MySuper
- AMP Superannuation Savings Trust – Macquarie Group MySuper
- AMP Superannuation Savings Trust – Woolworths Group MySuper
- AMP Superannuation Savings Trust – Anglican National MySuper
- AMP Superannuation Savings Trust – Australia Post MySuper
- AMP Superannuation Savings Trust – AFLPA & AFL Industry MySuper
- ANZ Australian Staff Superannuation Scheme – ANZ Staff MySuper
- AON Master Trust – Aon MySuper
- ASGARD Independence Plan Division Two – Asgard Employee MySuper
- Auscoal Superannuation Fund – AUSCOAL Default Lifecycle
- Australian Catholic Superannuation and Retirement Fund – MySuper Balanced
- Australian Ethical Retail Superannuation Fund – Balanced
- Australian Meat Industry Superannuation Trust – AMIST MySuper
- AustralianSuper – Balanced
- AustralianSuper – IBM Superannuation Plan
- AustralianSuper – Komatsu Superannuation Plan
- Austsafe Superannuation Fund – MySuper
- AvSuper Fund – AvSuper Growth
- Bendigo SmartStart Super
- Betros Bros Superannuation Fund No 2 – Betros MySuper
- BHP Billiton Superannuation Fund – MySuper Default Option
- Boc Gases Superannuation Fund – BOC MySuper
- Building Unions Superannuation Scheme – BUSSQ MySuper
- Caresuper – CareSuper
- Catholic Superannuation Fund – MyCatholicSuper
- Christian Super – My Ethical Super
- Club Plus Superannuation Scheme – Club Plus Super – MySuper
- Club Super – Club MySuper
- Colonial First State FirstChoice Superannuation Trust – Colonial First State FirstChoice Superannuation Trust
- Combined Fund – Combined Fund MySuper
- Commonwealth Bank Group Super – Accumulate Plus Mix 70
- Commonwealth Essential Super – Commonwealth Essential Super
- Concept One The Industry Superannuation Fund – MySuper Balanced
- Construction & Building Unions Superannuation – Growth
- Duluxgroup Employees Superannuation Fund – Active Balanced
- Elphinstone Group Superannuation Fund – Balanced Option
- EmPlus Superannuation Fund – EmPlus MySuper
- Energy Industries Superannuation Scheme-Pool A – MySuper Balanced
- Energy Super – MySuper
- equipsuper – Equipsuper MySuper
- EquitySuper – MyEquitySuper
- First State Superannuation Scheme – First State Super MySuper Lifecycle
- First Super – First Super MySuper
- Goldman Sachs & JBWere Superannuation Fund – Goldman Sachs & JBWere Superannuation Fund – MySuper Product
- Guild Retirement Fund – Guild Retirement Fund
- Health Employees Superannuation Trust Australia – Core Pool
- Health Industry Plan – HIP MySuper
- HOSTPLUS Superannuation Fund – Balanced option
- IAG & NRMA Superannuation Plan – MySuper
- Incitec Pivot Employees Superannuation Fund – Active Balanced
- Intrust Super Fund – Intrust MySuper
- IOOF Portfolio Service Superannuation Fund – IOOF MySuper
- Kinetic Superannuation Fund – Kinetic Super – Growth
- Labour Union Co-Operative Retirement Fund – MySuper Balanced
- Law Employees Superannuation Fund – LESF MySuper
- legalsuper – MySuper Growth option
- Local Authorities Superannuation Fund – MySuper Balanced Growth
- Local Government Superannuation Scheme – LGsuper MySuper Lifecycle
- Local Government Superannuation Scheme – Pool A – MySuper Age-Based Investment Strategy
- Lutheran Super – Balanced Option – MySuper Compliant
- Maritime Super – Moderate investment option
- Meat Industry Employees Superannuation Fund – MIESF MySuper
- Media Super – Balanced investment option
- Mercer Super Trust – Mercer SmartPath
- Mercer Super Trust – Mercer WGSP MySuper
- Mercer Super Trust – Mercer Santos MySuper
- Mercy Super – MySuper
- MTAA Superannuation Fund – My AutoSuper
- National Australia Bank Group Superannuation Fund A – NABGSF MySuper
- – NSF MySuper
- New South Wales Electrical Superannuation Scheme – NESS MySuper
- NGS Super – Diversified
- OnePath Masterfund – ANZ Smart Choice Super
- Perpetual's Select Superannuation Fund – Perpetual MySuper
- Plum Superannuation Fund – Plum MySuper
- Prime Superannuation Fund – MySuper
- Public Sector Superannuation Accumulation Plan – MySuper Balanced
- Qantas Superannuation Plan – Gateway
- Quadrant Superannuation Scheme – Quadrant MyChoices – MySuper Investment Option
- Queensland Independent Education & Care Superannuation Trust – QIEC MySuper
- Rei Super – Trustee Super Balanced Option
- Retail Employees Superannuation Trust – REST Super
- Retirement Wrap – BT Super for Life MySuper; BT Lifetime Employer MySuper
- Retirement Wrap – Westpac Group Plan MySuper
- Rio Tinto Staff Superannuation Fund – Rio Tinto Fund – Growth Option
- Russell Supersolution Master Trust – Russell MySuper
- Smartsave 'Member's Choice' Superannuation Master Plan – Smartsave MySuper Blanced
- State Public Sector Superannuation Scheme – QSuper Lifetime
- Statewide Superannuation Trust – StatewideSuper MySuper
- Suncorp Master Trust – Suncorp Lifestage Funds
- Sunsuper Superannuation Fund – Sunsuper for Life
- Super Directions Fund – AMP MySuper No.3
- Tasplan Superannuation Fund – Tasplan MySuper
- Telstra Superannuation Scheme – Telstra Super MySuper
- The Allied Unions Superannuation Trust – My AUST Super
- The Bendigo Superannuation Plan – Bendigo MySuper
- The Executive Superannuation Fund – MySuper MyLife
- The Flexible Benefits Super Fund – FlexibleSuper Active Balanced
- The Transport Industry Superannuation Fund – TIS MySuper
- The Universal Super Scheme – MLC MySuper
- The Victorian independent schools Superannuation Fund – VISSF Balanced Option
- Toyota Australia Superannuation Plan – MySuper Growth
- Toyota Employees Superannuation Trust – MySuper Growth
- TWU Superannuation Fund – Balanced
- Unisuper – UniSuper Balanced
- United Technologies Corporation Retirement Plan – Balanced
- Victorian Superannuation Fund – Growth
- Virgin Superannuation – Virgin Super Essentials
- WA Local Government Superannuation Plan – MyWASuper
- Water Corporation Superannuation Plan – Growth Option
- Westpac Mastertrust – Superannuation Division – BT Business MySuper
- Worsley Alumina Superannuation Fund – MySuper WASF Default Option