| Statewide Superannuation Trust Allocated Pension |
 |
| Principal Contact: |
Wayne Hutton
Distribution Manager |
Telephone:
Member Telephone:
Facsimile: |
(08) 8217 8571
1300 65 18 65
(08) 8217 8595 |
|
Address: |
GPO Box 1749
Adelaide SA 5001 |
Website:
Email: |
www.statewide.com.au
info@statewide.com.au | |
Overview:
|
Statewide provides a cost-effective Account Based Pension, and transition to retirement pension (TRAP). By keeping fees and charges to a minimum, Members are able to maximise their benefits. Statewide also provides you with the flexibility to tailor your investment strategies to you own needs and attitude to risk with (11) Investment Options to choose from. Statewide is South Australia's largest private sector superannuation fund managing more than $2.0 billion of retirement savings on behalf of over 160,000 Members. |
| Year of Establishment: |
1986 |
| Value of Funds: |
$2.0 Billion |
| Key Features: |
- Flat administration fee $5.00 per week.
- $25.00 fee for partial lump sum withdrawals.
- Investment management costs are between 0.17% & 2.26%.
- Members have the flexibility to switch their investments to suit their needs.
- A choice of 11 Investment Options.
- Access to Statewide Credit Union providing insurance and banking services.
- Access to a free financial planning service.
- Health insurance with discounted premiums for Statewide members.
- Access to Statewide.On.Line to check account details.
|
| Administrator: |
Statewide Financial Management Services Pty Ltd |
| Auditors: |
Nelson Wheeler Chartered Accountant (External)
Ernst & Young (Internal) |
| Custodians: |
National Custodial Services
Statewide Financial Management Services |
| Asset Consultant: |
Access Capital Advisors |
| Insurer: |
Met Life Insurance Limited |
