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Sunsuper
Principal Contact: Tony Lally
Chief Executive Officer
Telephone: 13 11 84

Address:

GPO Box 2924
Brisbane, QLD, 4001

Website:
www.sunsuper.com.au

Overview:

Founded in 1987 as an employer-sponsored fund, Sunsuper is one of the fastest growing funds in Australia. Sunsuper currently has more than one million members, over 66,000 participating employers, and  as at 30 June 2008, managed more than $13.0 billion in funds. Sunsuper's track record has earned the fund the very highest awards from three independent research organisations. In fact, Sunsuper's returns, fees, services, administration, education and insurance have been recognized as among the best in the country.

Year of Establishment: 1987
Value of Funds: $13.0 billion
Key Features:
  • A choice of 29 investment options, including a range of diversified and single asset class options, from a range of leading investment managers
  • Online transactions and financial education
  • Competitive investment fees
  • Customisable insurance options
  • Defined benefit services
  • Quality administration services including online services for employers to manage superannuation
  • Expert client relationship managers to assist employers manage superannuation obligations
  • Actuarial consulting services to help employers structure their superannuation
  • Education seminars for employers arranged at your convenience
  • Professional call centre
  • Free member advice centre
Administrator: CSA Retirement Services Pty Limited
Auditor: Deloitte Touche Tohmatsu
Custodian: National Australia Bank Ltd
Asset Consultants: Sovereign Investment Research Pty Ltd
Russell Investment Group Pty Ltd
Mercer Human Resources Pty Ltd
Lawyer: Corrs Chambers Westgarth

INVESTMENT OPTIONS  

Sunsuper Diversified Options
Sunsuper Conservative A diversified mixture of assets, with an emphasis on fixed interest and cah assets
Sunsuper Moderate A diversified mixture of assets
Sunsuper Balanced A diversified mixture of assets, with an emphasis on Australian shares and international shares
Sunsuper Growth A diversified mixture of assets, with a significant emphasis on Australian shares and international shares
Sunsuper All Shares A mixture of Australian and international shares


Sunsuper Single Asset Options

Sunsuper Australian Shares Australian shares
Sunsuper International Shares - unhedged International shares
Sunsuper International Shares - hedged International shares
Sunsuper Fixed Interest Fixed interest
Sunsuper Capital Guaranteed A mixture of cash deposits with Aurthorised Deposit-taking Institutions (ADIs) and investments in capital guaranteed superannuation products
Sunsuper Property Australian and international property

DIVERSIFIED OPTIONS - SUNSUPER Performance to 30 June 2008  (%)
1 Year (% p.a.)  3 Year (% p.a.) 5 Year (% p.a.)

Conservative
Net return

0.5% 6.2% 7.4%

Moderate
Net return

-2.6% 7.1% 8.5%

Balanced
Net return

-5.1% 7.8% 10.2%

Growth
Net return

-8.4% 8.6% 11.3%

All Shares
Net return

-15.0% 6.4% 9.9%

SINGLE ASSET CLASS OPTIONS - SUNSUPER Performance to 30 June 2008 (%)
1 Year (% p.a.) 3 Year (% p.a.) 5 Year (% p.a.)

Australian Shares
Net return

-11.3% 10.3% 15.3%

International Shares - unhedged
Net return

-18.1% 2.0% 4.4%

International Shares - hedged
Net return

-13.7% n/a n/a

Australian Fixed Interest
Net return

6.3% 4.7% 6.1%

International Fixed Interest
Net return

13.4% n/a n/a

Capital Guaranteed
Net return

4.7% 8.6% 7.9%

Assumptions and notes
Net return is after investment fees and tax.
Past performance is not reliable indication of future performance
Financial year to date is the period from 1 July
These returns do not apply to the Sunsuper Pension options

Insurance available: Death, Death/TPD, Income Protection.
Extra benefits:

Financial planning, online account details and transactions, educational seminars, pension products, and access to discounted home loan products, credit cards and other general banking services through Members Equity Bank.

Communications:

A raft of award-winning communications including educational seminars, member reports, employer and member booklets, fact sheets, publications and daily investment performance data available on website.

Employer services: 

Administration of accumulation, defined benefit and hybrid funds, online transactions, clearing house functionality, experienced Client Relationship Managers, member education programs, eNews.

FEES
Contribution fee

Nil

Withdrawal fee

$40.00

Management cost - ongoing fee
(% p.a.)

Nil

Management cost - investment fee
base fee (% p.a.)

0.15% to 1.00%

Management cost - investment fee
performance fee (% p.a.)

0.00% to 1.5%

Management cost -member fee

$52.00 pa

Management cost - administration fee

0.05% pa of account balance

 

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