Personal Superannuation Plan
Fees
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* The above table only shows management fees incorporated in unit prices. The total management costs borne by members include the above management fees and also include the administration/plan management fees and the member account keeping fee (if applicable) shown below.
Administration/Plan management fee
0.75% p.a. for that portion of your account balance up to $50,000
0.50% p.a. for that portion of your account balance over $50,000
This fee is calculated monthly on a prorata basis having regard to your account balance at the end of the relevant month. The fee is deducted from your cash balance.
Member account keeping fee
$5.50 pcm ($66 p.a.) is charged monthly on account balances less than $20,000 as at the last business day of the month.
† Sell Spread
Note that the sell spreads are estimates. There may be circumstances where the sell spreads will be lower or higher - for example, they may be higher when there are large or prolonged withdrawals from the investment options. In these circumstances, the sell spread could potentially be as much as the buy spread for the relevant option.
Past performance is not an indicator of future performance.