Features |
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Who is it for?
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Employers wanting to set up a fund for their employees |
Employers wanting to set up a fund for their employees |
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Type of Fund
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Discretionary Master Trust |
Master Trust Fund-of-Funds |
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Investment Options
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Up to 100 managed fund options.
ASX 300 direct share investment. |
13 diversified and sector options. |
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Default Investment Option
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EquitySuper PST, but can be selected by Employer |
Balanced Fund, but can be selected by Employer |
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Socially Responsible Investments (SRI)
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Up to 17 SRI options available |
No |
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Contributions
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All types including overseas transfers |
All types including overseas transfers |
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Contribution methods
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Cheque, EFT, Direct Debit, BPay |
Cheque, EFT, BPay |
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Insurance available
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Insurance can be customised to suit demographics of Employer (includes Death & TPD and Salary Continuance) |
Insurance can be customised to suit demographics of Employer (includes Death & TPD and Salary Continuance) |
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Binding Death Nominations
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√ |
√ |
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Transition to retirement availability
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Yes, can retain investments |
Yes, can retain investments |
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Pension division
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Yes, can retain investments |
Yes, can retain investments |
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Member services
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- Online access
- Online education
- Financial advice available
- Regular newsletter
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- Online access
- Online education
- Financial advice available
- Regular newsletter
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Exited employee benefits
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Moved to personal division, but can retain investments and insurance |
Moved to personal division, but can retain investments and insurance |
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Employer Services
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- Online access
- Dedicated administration staff
- Policy committee and election support
- Education forums
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- Online access
- Dedicated administration staff
- Policy committee and election support
- Education forums
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Spouse accounts
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√ |
√ |
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Clearing House Software
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√ |
√ |
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Customised PDS and website
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An employer can customise their PDS and other documentation (a fee may apply) |
An employer can customise their PDS, website and other documentation (a fee may apply) |