Features |
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Who is it for?
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Individuals wanting their own personal account |
Individuals wanting their own personal account |
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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
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- 13 diversified and sector options
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Socially Responsible Investments (SRI)
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Up to 17 SRI options available |
No |
| In specie transfers |
√ |
χ |
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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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- Death
- Death & TPD
- Salary Continuance
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- Death
- Death & TPD
- 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
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- Online access
- Online education
- Financial advice available
- Regular newsletter
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Spouse accounts
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√ |
√ |