What’s up?

 

Our members’ super

Our fees are down, and our performance is up. Mercer Super is proud to have delivered FY 2023 industry-high returns of at least 12%1 for the majority of our members.

 

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12% is a lot for members to smile about

With returns of 12%1 for the majority of members in Mercer SmartPath®, Mercer Super has outperformed many of our largest competitors and delivered strong results for members in FY 2023.2
 

How we did it:

Despite the world’s central banks battling inflation with higher interest rates, share markets continued to rally, encouraged by declining inflation numbers and the prospect of a soft economic landing. And let’s not forget the solid contribution from our unlisted infrastructure and property assets.

These returns show the power of sticking to our long-term investment strategy. Despite global economic growth slowing, our investment strategy has stood the test of time and ultimately that’s making a real difference in our members’ lives.
 

Welcome to a brighter financial future!

Photo of a woman smiling.
Strong performance

Industry-high returns of 12%

Our award-winning3 default investment option, Mercer SmartPath delivered industry-high returns of 12%1 for the majority of members in FY 2023, surpassing many of our largest competitors. Combining this result with our lower fees,5 your super fund is in a great position to thrive.

And this isn’t just a one-time success. Mercer SmartPath has consistently delivered strong returns of 7.4% over 10 years for one of our largest cohort of members, outperforming the comparative industry median of 6.9% p.a.4

Low fees

Industry-low fees

By offering some of the most competitive fees in the Australian superannuation market5 you’ll have more confidence about your financial future and more savings to rely on when you stop working.

We’re helping members retain the maximum amount of money in their super accounts, without compromising on performance.

75 years' experience

The experts you can trust

As a leading super fund, Mercer Super is trusted by some of the top ASX listed firms as their fund of choice for their employees. 

We're also part of the Mercer family, one of the world's leading investment managers overseeing US$420 billion6 in total assets under management globally. 

Together, we're putting our local know-how and global expertise to work for you, with around 2,000 investment experts, seeking out opportunities in Australia and around the world. 

We’re a multi-award winning fund

Don’t just take our word for it, see what the leading industry rating agencies say about us.3

More ways to support you

Mercer Super offers members the opportunity to become more secure and confident in their financial life journey. Explore the ways we’re here to support you and your loved ones.

Financial advice
Ageing care
Insurance

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Open the door to more today!

 

The door to a brighter financial future with Mercer Super is waiting for you. Are you ready for more?
 

1. After investment fees and tax, Mercer Super Trust’s analysis of Mercer SmartPath, with the exception of Mercer SmartPath – Born 2004-2008, all cohorts with members aged under 55 years returned at least 12% for the 2022/23 financial year (and invested for the full 2022/23 financial year). This compares to the median of all default funds reported in SuperRatings Fund Crediting Rate Survey – Default Options as at 30 June 2023 of 9.3%. While Mercer Super did not feature in the official June 2023 survey, Mercer Super is captured in the revised data file.

2. Based on Mercer SmartPath membership data as at 31 March 2023 and for members invested for the full 2022/23 financial year. While Mercer Super did not feature in the official June 2023 survey, Mercer Super is captured in the revised data file. 

3. Mercer Super has been recognised with several SuperRatings awards, including SuperRatings’ highest platinum rating for our Corporate Superannuation Division product. The Corporate Superannuation Division product also received SuperRatings 15 Year Platinum Performance award, based on investment returns, fees, insurance, member servicing, administration and governance. The rating is issued by SuperRatings Pty Ltd ABN 95 100 192 283 AFSL 311880 (SuperRatings). Ratings are general advice only and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and SuperRatings assumes no obligation to update. SuperRatings uses objective criteria and receives a fee for publishing awards. Visit superratings.com.au for ratings information and to access the full report. © 2024 SuperRatings. All rights reserved.

4. Mercer Super Trust’s analysis of Mercer SmartPath (Born 1974-1978), one of the largest cohorts, after investment fees and tax, compared to the median of all default funds reported in SuperRatings Fund Crediting Rate Survey – Default Options as at 31 December 2023. Based on Mercer SmartPath membership data as at 31 December 2023 and for members invested for the full period. Past performance should not be relied upon as an indicator of future performance.

Based on Mercer SmartPath membership data as at  31 December 2023  and for members invested for the full 2022/23 financial year.     

5. Chant West Super Fund Fee Survey March 2023, MySuper Default category.  Fees and costs can vary from year to year. Past fees and costs are not a reliable indicator of future fees and costs. Fees and comparisons may differ for other investment options and account balances.

6. Marsh McLennan announces US$420 billion assets under delegated management (as of December 31, 2023 / end of 4Q23) for Mercer. 

Disclaimer: This content has been prepared on behalf of Mercer Superannuation (Australia) Limited ABN 79 004 717 533, Australian Financial Services Licence #235906, the trustee of the Mercer Super Trust (‘Mercer Super’) ABN 19 905 422 981. Any advice is of a general nature only, and does not take into account the personal needs and circumstances of any particular individual. Prior to acting on any information, you need to take into account your own financial circumstances. The material contained in this document is based on information received in good faith from sources within the market and on our understanding of legislation and government press releases at the date of publication which we believe to be reliable and accurate. Neither Mercer nor any of its related parties accepts any responsibility for any inaccuracy. Please consider the Product Disclosure Statement, Product Guide, Insurance Guide, and Financial Services Guide before making a decision about the product, or seek professional advice from a licensed, or appropriately authorised financial adviser if you are unsure of what action to take. Past performance is not a reliable indicator of future performance. 'MERCER' is a registered trademark of Mercer (Australia) Pty Ltd ABN 32 005 315 917.

Please also read and note the Care and Living with Mercer Terms of Use when accessing, browsing or using the services made available to you. 'MERCER' is a registered trademark of Mercer (Australia) Pty Ltd ABN 32 005 315 917.