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Personal Super Fund profiles
| FuturePlus Super |
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Overview:
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FuturePlus Super is a Public Offer Superannuation Fund. The Fund has been designed to provide you with flexible superannuation that can be tailored to address your needs both now and in retirement. You can join FuturePlus Super through your work or your employer or as a Personal Member provided you are permitted by superannuation law to make contributions. FuturePlus Super offers you three investment programmes to choose from: Lifecycle, the Managed Portfolio Program, and Member Choice. |
| Year of Establishment: |
1995 |
| Value of Funds: |
$250 million |
| Key Features: |
- Low Fees
- A track record of impressive investment returns
- Flexibility in your investment strategy
- A great range of insurance options
- Access to our own in-house financial planning at no direct cost
|
| Administrator: |
FuturePlus Financial Services Pty Limited |
| Auditor: |
Deloittes Touche Tohmatsu |
| Custodian: |
JPMorgan Chase Bank |
| Insurer: |
Royal & Sun Alliance Services Limited
Tower Australia Limited
ING
Hannover Life Re of Australasia Limited |
| INVESTMENT OPTIONS |
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| Managed Portfolio Program |
You can choose one of the following strategies: High Growth, Diversified, Balanced, Capital Guarded or Cash. |
| Member Choice Program |
You can allocate your investments among the following investment pools: Australian Equities, International Equities, Listed Property, Australian Fixed Income, International Fixed Income or Cash. |
| Lifestyle Objective Management Program |
Automatically applies an investment mix among the five Member Choice Program investment pools determined by your current age and your expected retirement date. |
Investment Performance
(crediting rates) |
Growth Asset Weighting |
Performance to May 2007 |
|
|
1yr |
3yr |
5yr |
| Managed Portfolio Program |
High Growth 90%
Diversified 70%
Balanced 50%
Capital Guarded 30%
Cash 0% |
21.25%
17.48%
13.71%
9.94%
5.80% |
17.74%
14.62%
11.49%
8.37%
4.66% |
11.13%
9.68%
8.22%
6.77%
4.84% |
| Member Choice Program |
Australian Equities
Australian Fixed Income Cash Management
International Equities
International Fixed Income
Listed Property |
29.22%
3.51%
5.80%
12.50%
4.08%
34.85% |
23.66%
3.52%
4.66%
12.90%
4.23%
18.50% |
15.49%
3.94%
4.84%
5.95%
5.50%
15.58% |
| Lifestyle Objective Management Program |
Over 25 years 90%
25 - 14 years 70%
13 - 5 years 50%
4 - 2 years 30%
1 - 0 years 0% |
21.25%
17.48%
13.71%
9.94%
5.80% |
17.74%
14.62%
11.49%
8.37%
4.66% |
11.13%
9.68%
8.22%
6.77%
4.84% | |
| Insurance Available: |
Death, Death/TPD, Income Protection. |
| Extra Benefits: |
Financial Planning, Financial Seminars, Home Loans, Online Account Details, Retirement Planning, Super Splitting, FairGo Program, Employer online services and worksite visits. |
| Communications: |
Newsletters, Membership, Investment and Insurance Booklets, Publications and Monthly Investment Performance available on website. |
| Employer Services: |
Access to employer handbook, surveys, forms, checklists and guides. |
| FEES |
| Management Cost - ongoing fee (% p.a.) |
90 cents per week |
| Management Cost - investment fee (% p.a.) |
1.025%p.a. to 1.435% p.a. or $10.25 to $14.35 per $1,000 of assets invested p.a. |
| Management Cost - other |
Expense recovery fee – Estimated at 0.4%p.a. or $4.00 per $1,000 of assets invested p.a. |
| Other |
Insurance premiums – premium deducted for any standard or additional insurance and will vary depending on the level of cover. Deducted monthly from a member’s account if covered. |
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