Are you wondering how well your Super Fund performed after the volatility in the market we experienced over the last few months.
With our Class FundWeb application (that you have access to free of charge), you can find out how it performed with just a few mouse clicks. You can even compare it against the all ordinaries or a number of other market indexes.
Firstly, if you don’t currently have access to FundWeb or forgotten your login details, please contact Haylee to organise your new login credentials.
Once you login to FundWeb, on the left hand menu, you have a number of reports to view, however the one we are focusing on for this quarter is called the Performance Report.
From here all you need to do is adjust the dates being; 1 July 2015 to 30 September 2015, select what index you would like to compare to and hit Refresh.
Disclaimer:
FundWeb is for general reference purposes only; it displays current and interim information as recorded by your ATM Consultants but may have errors and omissions. You should always request official reports directly from your adviser, accountant or administrator.
Notes:
– Any unit prices are typically yesterday’s closing unit prices but may be older.
– If you don’t have feeds currently activated, this may not show bank or investment movements.
– Recent transactions including dividends may not yet be recorded.
– Cost base figures may not be correct until applicable tax returns have been completed.