In this video, Vicki Doyle, Executive General Manager of Suncorp Super & Investments, explains what Suncorp and its investment manager Ibbotson Associates are doing to help manage the effects of market volatility.
Also on this page, we’ve created an interactive tool and a series of short videos to help demystify your annual statement and other super paperwork.
Step inside your annual statement
Your annual super statement gives you lots of important information other than just your account balance. This interactive tool walks you through a typical statement and explains what many of the sections mean.
Of course, the statement shown here is only for general illustrative purposes. Your statement won’t look exactly like this generic example, and may not contain all the sections and content shown here. As always, if you have questions about your super, talk to your financial planner – or give us a call.
Your statement explained: a glossary
Below is a series of short, easy-to-view videos (with PDF versions too) that form a glossary of some of the terms you’ll find in your annual statement.
| Topic or term | View or read a description |
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Asset Allocation |
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Beneficiary |
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Condition of release |
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Investment Earnings |
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Investment Performance |
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Investment rate of return |
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Superannuation Trustee |
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Switches |
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Unit pricing |
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Withdrawal benefit |
We hope this page has given you a better understanding of your super statement. However, if you need more information, have a chat with our Customer Service team – just call 13 11 55 and ask for ‘Super’. They’ll be happy to help.
Tell us what you think!
If you have any comments on the annual statement tool or videos, or would like to suggest other topics for us to cover, please email us at suncorpwealthsmart@suncorp.com.au
Find out more about our Suncorp WealthSmart™ super products
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Important information
This information is issued by Suncorp Portfolio Services Limited ABN 61 063 427 958 AFSL No 237905 (SPSL) and is current as at 10 July 2010. It is provided as a brief overview only and has been prepared without taking into account any person’s objectives, financial situation or needs. Before acting on this information, all persons should consider its appropriateness having regard to their own objectives, financial situation and needs. Persons should obtain, read and consider the relevant Product Disclosure Statement (PDS) before making a decision about whether to acquire or continue to hold any product.
