What kind of information can I find about my investment plan in Member Online?

On your Member Online dashboard, you can see the mix of Growth and Defensive assets that make up your current investment. You can also see how this plan is performing over the current financial year, as well as previous years. If you have more than one investment plan, you’ll need to select ‘show details’ to see the full information.

When you click the ‘See investment details’ button on your dashboard, you’ll find more detailed information about your investments.

You can also navigate to the ‘Investments’ page in Member Online for more information. Here, you’ll find a table with the number of units you held both at the start of the financial year and the latest available information. This section also gives you a snapshot of your plan, including the risk level, the split between Growth and Defensive assets, and the investment timeframe that is suited to your plan.

You’ll also find a chart called ‘An example of $10,000 invested over time’. This shows an example of how much $10,000 invested in this plan 10 years ago would have been worth as at 30 June 2023. This includes a comparison against the Cash plan return over the same period. If you are invested in the Cash plan, it will provide you a comparison to the default plan for your scheme, i.e. My GESB Super, My West State Super or the Balanced plan if you have a retirement account.

You can also see a table with key details about your plan followed by the investment returns as at 30 June 2023 and details of other plans available to you, so you can see where your plan fits in.

At the bottom of the page is a chart showing you what assets your investment plan is invested in, including the percentage held in each asset.

If you are not sure you are in the right investment plan, try our selecting your investment plan tool. If you want to change your investment plan, simply select the ‘change plan’ button to get started.