Executive Super

Executive Super

Executive Super is for people who want a more hands on approach to their superannuation.

The benefits of investing with Executive Super include:

 

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* 0.81%^[for the Balanced option]
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 2019. The Investment fee includes a performance-based fee of 0.08%

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.

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