Fund profiles

MTAA Superannuation Fund
	Principal Contact: Michael Delaney PEO 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. As an 'all profits to members' fund, MTAA Super's driving purpose is to maximise the retirement incomes of its members and families, with an emphasis on providing consistent, competitive returns on their retirement savings at the lowest possible cost.  The Fund is committed to providing members with highly innovative, value adding products and services before and during their retirement years. With over 31,000 employers, more than 274,000 members Australia-wide, and assets under management of $6 billion, 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 billion (as at Feb 08)
Key Features:	Industry super fund Competitive investment returns. 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 wide range of investment options with the flexibiity to switch monthly at no cost. An 'all profits to members' philosophy and approach. Online access to your super account details. Low-cost home and business loans and banking services through Members Equity Bank. Access to comprehensive financial and retirement planning services through IFFP.
Administrator:	Superpartners
Auditor:	PricewaterhouseCoopers
Custodian:	National Custodian Services
Asset Consultant:	Access Capital Advisers Pty Ltd
Insurer:	MetLife Insurance Limited

INVESTMENT OPTIONS
Conservative Option	The Conservative Option aims to provide low risk, positive returns, in most years.
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 higher 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 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 low-risk positive investment returns in most years.
My Choice - Cash Option	The Cash Option aims to provide low-risk positive investment returns and capital stability.

Investment Performance (crediting rates) Growth Asset Weighting Performance to 31 December 2007   1yr 3yr 5yr Conservative Option 40.73% 10.25% 10.99% 10.46% Balanced (Default) Option 74.39% 14.00% 16.60% 15.70% Growth Option 64.89% 16.89% 17.78% 16.11% Target Return Option 54.58% 20.35% - - My Choice - International Shares Option 100% -2.79% 7.85% - My Choice - Australian Shares Option 100% 16.96% 19.96% - My Choice - Diversified Fixed Interest Option 0% 4.38% 4.30% - My Choice - Cash Option 0% 5.60% 5.07% -

Insurance Available:	Death, Death/TPD,  Income protection.
Extra Benefits:	Business Loans, Financial Planning, Financial Seminars, Home Loans, Online Account Details, Online Transactions, Retirement Planning, Super Splitting, Superannuation Pension products, MTAA Business Super.
Communications:	Six Monthly Member Reports; Monthly Employer e-newsletters, Membership 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)	$67.60 per year (or $1.30 per week)
Management Cost - investment fee (% p.a.)	Ranging from 0.11% - 1.10% 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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