All lessons
Module 8 ·
Super fees — the silent drag

You just learned to put money into super. This lesson makes sure it isn't quietly eaten on the way — the easiest, lowest-risk super win there is.

1The idea

Your super fund charges a fee every year — a percentage of your whole balance. One fund's option might charge ~1%, another ~0.1%. That gap sounds trivial. It isn't.

Because the fee is taken every year for decades, it compounds against you exactly like returns compound for you. A 1% fee on a balance that should double several times over your career quietly skims a fortune. And unlike investment returns — which you can't control — the fee is almost entirely in your hands.

The cheapest way to cut the fee is usually a low-cost index option — it just tracks the market instead of paying managers to pick stocks.

2Who it's for

Everyone with super — which is almost every working Australian. It matters most if:

You're younger or have decades until 60 — more years for the fee to compound against you.
You're in an expensive retail or actively-managed option, or an old default fund you've never checked.
You have a larger balance — the fee is a percentage, so the dollars grow with it.
3The worked example

A $50,000 balance, $10,000/yr going in, an 8.98% gross return (Hostplus Indexed Balanced's since-inception return), over 30 years — the only difference is the fee:

High-fee fund (1.0%/yr)$1,629,000
Low-fee index option (0.10%/yr)$1,975,000
The low fee leaves you with+$346,000

A ~0.9% fee difference — a rounding error, surely — costs this person more than a third of a million dollars. Nothing else in this course is this easy: same money, same market, one form.

4Try it on your numbers
What your fee costs you
Over 30 yrs
Gross return 8.98%
Default 8.98% ≈ Hostplus Indexed Balanced's return since inception — past performance, not a guarantee of the future.
High-fee fund 1.00%
Low-fee index 0.10%

≈ Hostplus Indexed Balanced sits near the low end (example, not a recommendation)

Low-fee index option$1,974,722
High-fee fund$1,629,047
low-fee index  high-fee fund
The low fee keeps you +$345,675

Both options assume the same gross return — the only difference is the fee dragging on the balance each year. A simplified illustration; real fees include admin + investment components and returns vary. Estimates only, not financial product advice.

5The honest caveats
A low fee isn't a guaranteed higher return — but the fee is certain and returns aren't. Cutting it just stops avoidable leakage.
Compare like-for-like. An "indexed balanced" option is ~70–75% growth assets — match it to your risk and timeframe, not just the price.
Check your insurance first. Switching funds can cancel life/TPD cover. Switching the option within your current fund usually keeps it.
Hostplus Indexed Balanced is named only as a well-known example of a low-cost index option — not a recommendation. Read the PDS, compare, and get licensed advice if unsure.
6How to action it
Find your fund's total fee (investment + admin) on your annual statement, the PDS, or the ATO's YourSuper comparison tool.
Compare it to a low-cost index option — e.g. Hostplus Indexed Balanced, or your fund's own index option.
Switching the investment option inside your fund is often free and keeps your insurance. Changing funds — check insurance first.
Do it once. It then compounds in your favour for the rest of your working life.
Next lesson
The true cost of a car
Continue

General educational information, not personal financial product advice. Funds, fees and options are named only as examples — always read the current PDS and consider licensed advice before switching. Figures are estimates for FY2025-26.

© 2026 TaxAlly · Terms of Use