Investor Index Funds
A range of sector and diversified index funds for investors with $5,000 or more to invest per fund. Open to individuals, joint investors, SMSF investors, businesses and trusts.
- low management fees
- flexible switching facilities
- choice of four pre-mixed diversified and seven sector investment options
- no upfront fees other than buy/sell spreads
- regular investment plan
- scaled managed costs mean investors pay even lower fees on amounts over $50,000
Personal Superannuation Plan
A flexible super plan you can use throughout your working life. Contribute directly or through your employer, make spouse contributions or use the plan to build your retirement savings if self-employed.
- low management fees
- flexible switching facilities
- choice of four pre-mixed diversified and six sector investment options
- complimentary rollover service
- minimum initial contribution of $20,000
Personal Pension Plan
Make the most of your retirement benefit and enjoy a regular income with this flexible account-based pension.
- tax-free income stream**
- low scaled management costs
- flexible income payments
- access lump sum payments when needed
- choice of four pre-mixed diversified and six sector investment options
- no switching, withdrawal or entry fees
- minimum initial contribution of $100,000
Prior to investing please ensure that you have read through our Financial Services Guide. You can download a copy in PDF format here.
