Assignment : Comparison of Funds

Added on - 22 Nov 2020

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Research Project
Table of ContentsINTRODUCTION...........................................................................................................................1MAIN BODY...................................................................................................................................1Comparison of Funds and Recommendation...............................................................................1Comparison of Investment Options and Recommendation.........................................................3Various types of Investment options are as follows -.....................................................................3CONCLUSION................................................................................................................................5REFERENCES................................................................................................................................6
INTRODUCTIONResearch refers to doing systematic investigation of a particular topic in order to obtainresult from the available data and facts. Superannuation is an organizational pension programcreated by the company for the benefit of its employees. Retirement Planning refers to theprocess of determining the retirement income goals. The project report will compare the varioussuperannuation funds and provide necessary recommendation which fund can Samantha adoptand which would be the best investment option for her in that particular fund. Lastly the projectreport will provide conclusion.MAIN BODYComparison of Funds and RecommendationSuperannuation fund refers to the pension plan or scheme available for the employees inorder to give them benefits. Following are the different type of funds -Australian Ethical retail Superannuation FundThe Australian Ethical Superannuation Fund invest in solar, geothermal, hydro and windcompanies like Vestas that have raised over 51,000 wind turbines across 73 countries. Theethical funds provide competitive returns. The Australian ethical fund have outperformed andnon ethical funds over most time period. This funds divest from their worst polluters that havepotential to sway public opinion and hasten strong government action to deal with climatechange. They promote human rights. This fund doesn't have invested in any companies whichare involved in the poor treatment of asylum seekers and companies that exploit workers withpoor working conditions.AustralianSuperThe AustralianSuper fund has low fees and competitive administration and investmentfees and no cost to set up the account. The fund has strong long term performance. Therebalanced option has given the strong returns for the years. They don't pay dividends and profitsto their shareholders. The AustralianSuper has received the Canstar 5 Star Rating for outstandingvalue account based pension in the year 2018. This fund also offers Personal plan for people, selfemployed as sole traders or in a partnership (Sneddon, Reeson and Toscas, P., 2016.). Termdeposits are available in this fund. There are unlimited free investment switches option availablein this fund.1
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