Executive Super
The benefits of investing with Executive Super include:
- No entry fee.
- A choice of 10 ready-made investment options or any mix of these.
- PayGuard income protection and up to five units ($750,000 for those aged under 40) of Life and Total and Permanent Disablement (TPD) insurance options available to protect you and your loved ones from financial stress.
- Access to independent, personalised financial planning advice through Intrust360°.
Executive Super at a glance:
| Feature | Description |
|---|---|
| Investment options | You can choose from five pooled and five individual asset class investment options. You can find out more about our investment options here. |
| Minimum investment | There is no minimum investment amount. Your Executive Super account will be activated once your employer starts making contributions. |
Fees:
| Type of fee or cost | Description |
|---|---|
| Investment Fee* | 0.77%^ |
Administration Fee* | $1.75 per week PLUS 0.30% per annum of your account balance. |
| Buy-sell Spread | Nil |
| Switching Fee | Nil |
| Exit Fee | Nil |
| Indirect Cost ratio | Nil |
Additional fees may apply. You should read the Other Important Information: Fees and Costs document for more information about service fees and other fees and costs that may be charged.
*Administration and investment fees [including indirect costs] are capped at 3% per annum for members who have a final balance of less than $6000 in any financial year. The 3% cap is calculated on the last day of each financial year or, where a member leaves the Fund part way through the year, on the date the member exits the Fund.
^These fees are an estimate, derived from the actual fees and costs for the Executive Super option for the year ended 30 June 2020. The Investment fee includes a performance-based fee of 0.02%
For more information about Executive Super’s insurance options, fees and investment options, read the Product Disclosure Statement and Other Important Information documents available on our Forms and Documents page.