Fund profiles

MTAA Superannuation Fund
	Principal Contact: Michael Delaney CEO & Fund Secretary Telephone: Member Telephone : Member Facsimile: 1300 362 415 1300 362 415 1300 365 142 Address: Level 5 477 Pitt Street Sydney NSW 2000 Website: Email: www.mtaasuper.com.au mtaasuper@mtaasuper.com.au
Overview:	MTAA Super is the superannuation fund of choice for Australians working in the motor trades and allied industries, and is also open to the general public. The Fund is committed to providing members with highly innovative, value adding products and services before and during their retirement years. With over 36,000 employers, and almost 300,000 members Australia-wide, MTAA Super is one of the largest occupational-based super funds in Australia. You can join MTAA Super if you are self-employed, a contractor, employed in another industry, wish to roll over a superannuation benefit, or make spouse contributions.
Year of Establishment:	1989
Value of Funds:	$6.4 billion
Key Features:	Industry super fund Low cost administration. Low-cost Death, Total and Permanent Disability and Income Protection Insurance. Low-cost Pension Products. No entry or exit fees. No commission or agents fees. A range of investment options with the flexibiity to switch monthly at no cost. Access to comprehensive financial and retirement planning services through IFFP.  An 'all benefits to members' philosophy and approach. Online access to your super account details. Home and business loans and banking services through Members Equity Bank.
Administrator:	Superpartners
Auditor:	PricewaterhouseCoopers
Custodian:	NAB Asset Servicing
Asset Consultant:	Access Capital Advisers Pty Ltd
Insurer:	MetLife Insurance Limited

INVESTMENT OPTIONS
Conservative Option	The Conservative Option seeks return stability in the short term with moderate expected return.
Balanced (Default) Option	The Balanced Option aims to provide attractive investment returns on a rolling five year basis through investment in assets across the risk-return spectrum.
Growth Option	The Growth Option aims to provide high investment returns on a rolling seven year basis through investment in assets at the higher end of the risk-return spectrum.
Target Return* Option	The Target Return Option aims to provide superior investment returns on a rolling seven year basis through exposure to specific high risk investment in unlisted assets at the higher end of the risk-return spectrum.
My Choice - International Shares Option	The International Shares Option aims to generate strong investment returns, over the long term, by investing in a diversified portfolio of international shares.
My Choice - Australian Shares Option	The Australian Shares Option aims to generate strong investment returns, over the long term, by investing in a diversified portfolio of domestic shares.
My Choice - Diversified Fixed Interest Option	The Diversified Fixed Interest Option aims to provide stable returns over the short to medium term through reduced exposure to risk.
My Choice - Cash Option	The Cash Option aims to provide stable minimal returns through low exposure to risk.

* From 1 May 2011, all new and existing members are no longer able to make new investments into the Target Return Options

Investment Performance Growth Asset Weighting Performance to 30 June 2011*   1yr 3yrs 5yrs Conservative Option 35.84% 5.28% -0.93% 2.26% Balanced Option 66.23% 4.71% -6.34% -0.86% Growth Option 74.11% 5.05% -6.02% 0.37% Target Return Option 61.75% 1.88% -7.79% 0.44% My Choice - International Share Option 100% 12.79% -4.36% -4.55% My Choice - Australian Share Option 100% 11.07% 0.34% 2.81% My Choice - Diversified Fixed Interest Option 0% 4.56% 7.05% 6.07% My Choice - Cash Option 0% 4.33% 4.03% 4.67%

*June Year to Date interim rates represent the period to 30 June 2011

Insurance Available:	Death, Death/TPD,  Income protection.
Extra Benefits:	Financial Planning, Information Seminars, Home Loans, Online Account Details, Online Transactions, Retirement Planning, Super Splitting, Superannuation Pension products.
Communications:	Annual Member Reports; Bi-Monthly Employer and monthly, bi-monthly and quaterly member e-newsletters, Member, Pension, Insurance and Investment handbooks; Fact Sheets; All Publications and Weekly Investment Performance and commentary available on website.
Employer Services:	Free administration support, convenient payment methods, Online access, clearing house facilities, employer workplace presentations, experienced field staff, regular superannuation updates and monthly e-newsletter

FEES
Management Cost - member fee ($ per week/ annum)	$101.40 per year (or $1.95 per week)
Management Cost - investment fee (% p.a.)	Ranging from 0.07% - 1.03% p.a.
Other	Benefit payment fee - $30; Binding Death Nomination fee - $10; Family law fee - $79 to request information and $60 to facilitate payment split.

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