Choosing a super fund

SubjectNSW Commerce YearStage 5 Curriculum Time50

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Introduction

Being informed when choosing a superannuation fund can significantly impact on retirement outcomes. Students explore some of the factors that may influence this decision and the consequences of different decisions. Students use these factors to compare and select a super fund.

Australian Curriculum or Syllabus

This activity contributes to the following outcomes.

A student:

  • applies consumer, financial, economic, business, legal, political and employment concepts and terminology in a variety of contexts COM5-1
  • analyses key factors affecting decisions COM5-4
  • develops and implements plans designed to achieve goals COM5-6
  • researches and assesses information using a variety of sources COM5-7
  • works independently and collaboratively to meet individual and collective goals within specified timeframes COM5-9.

Related Stage 4 outcomes: COM4-1, COM4-4, COM4-6, COM4-7, COM4-9

Related Life Skills outcomes: COMLS-7, COMLS-11, COMLS-13

Content descriptions

Core 1: Consumer and Financial Decisions

Financial management

Students:

  • investigate tools and strategies for effective financial management, including:
    • savings and superannuation plan.

Option 2: Investing

Investment options

Students:

  • outline the range of investment options available, including:
    • the relationship between risk and return for a range of investment options, for example, managed funds, property, shares, superannuation (ACHEK040).

Teacher resources

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Visualiser

Choosing a super fund

Student learning resources

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Worksheet

Choosing a super fund

Suggested activity sequence

This sequence is intended as a framework to be modified and adapted by teachers to suit the needs of a class group. The activity was written for students in Stage 5, however it can be modified to suit the needs of Stage 4 students and Life skills students.

  1. Display, explain and discuss information on the visualiser.
  2. Students record their answers to the questions posed in their workbooks.
  3. Invite students to share their responses to each question with the class.
  4. Students complete the worksheet.
  5. Invite students to call out their preferred super fund, record these on the board and compare results – Which was the most popular fund? Why?
  6. As a class discuss:
    Why do we need to be cautious about drawing conclusions about superannuation funds based on information from super comparison websites?