Personal Super Fund profiles

Strategy Retirement Fund Super & Rollovers
	Principal Contact: Franca Milillo Business Development Executive Telephone: Member Telephone:  Facsimile: 1300 368 458 (03) 8320 1550 (03) 8320 1599 Address: Level 15, 520 Collins Street Melbourne VIC 3000 Website: Email: www.strategyportfolio.com.au contactus@strategyportfolio.com.au
Overview:	Strategy Portfolio Limited has over $1.35 Billion funds under management and provides for superannuation, rollover and allocated pensions through the Strategy Retirement Fund. Investors have access to a wide investment menu via both managed funds, model portfolios and listed securities. Consolidated, comprehensive reporting is provided to the client and adviser to assist in meeting client needs and objectives.
Year of Establishment:	2001
Value of Funds:	$1.35 billion
Key Features:	140 managed investment options ASX100 listed securities Seamless transition to retirement income streams Automatic portfolio rebalancing Minimum initial investment - $25,000 Taxed at the member level
Administrator:	Oasis Fund Management Limited
Auditor:	HLB Mann Judd
Custodian:	HSBC
Asset Consultant:	Russell Investment Group
Insurer:	Tower Life Limited

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