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July 2008: Communicating Negative Returns

Australian super funds are about to return their worst performance in 20 years – which means that members are about to see their first yearly loss since 2001/02. No-one likes to hear that their investment is losing money. And yet, with the annual reporting season now approaching for most super funds, this is the message that most trustees will be telling their members. In this Bulletin, Watson Wyatt’s Communications team provide some useful tips for super fund trustees on how to communicate low or negative returns to members.
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The information in this publication is general information only and does not take into account your particular objectives, financial circumstances or needs. It is not personal advice. You should consider obtaining professional advice about your particular circumstances before making any financial or investment decisions based on the information contained in this document.

Watson Wyatt Australia Pty Ltd
ABN 45 002 415 349 Australian Financial Services Licence 229921