AustralianSuper

Overview

At AustralianSuper, we put members first in everything we do, to help them achieve a more comfortable lifestyle when they retire. We are Australia's largest super fund, managing over $100 billion for over 2.1 million members*. We use our size, scale and expertise to deliver more benefits and strong long-term investment performance to members while maintaining low fees. For more information visit australiansuper.com or call 1300 300 273.

*As at 31 March 2017

Year Established

2006

Fund Value

$109 billion

Key Features

  • Performance - competitive, long-term investment returns. The Balanced option has credited an average of 5.81% p.a. for the 10 years to 31 March 2017. Since inception in 1985, the Balanced option has credited an average of 9.62% p.a. for members.+
  • Run only to profit members - no dividends to shareholders or commissions to financial planners are paid.
  • Low fees - including a flat administration fee of $1.50 per week (other fees may also apply).
  • Investment choice - 13 investment options including online direct investing in S&P/ASX 300 stocks, selected exchange traded funds and term deposits
  • We partner with more than 240,000 businesses across a range of industries. Our expert team is on-hand, ready to deliver the straightforward simple solutions, including a free clearing house, and regular updates to keep business informed. Members services - workplace seminars, call centre (8am - 8pm AEST), member education programs, secure online account access, a comprehensive website and mobile app, and a great range of investment options.
    • Financial advice* - we have a choice of financial advice options to help you every step of the way - online, over-the-phone or in person advice. Plus, you can attend free retirement and financial planning seminars.
    • Extra benefits** - Members have access to access a range of financial products and services right now, including financial advice, health insurance, and mental health support.
  • Insurance - protection for members and their families, including Death, Total and Permanent Disablement (TPD) and Income Protection cover.
  • Trustee Board - experienced Board with equal number of employer and employee representatives.

* Any financial advice you receive will be provided under the Australian Financial Services Licence held by a third party, not by AustralianSuper Pty Ltd (AustralianSuper), and therefore will not be the responsibility of AustralianSuper.

+Past performance is not a reliable indicator of future performance. Returns are not guaranteed. 
*
 Any financial advice you receive will be provided under the Australian Financial Services Licence held by a third party, not by AustralianSuper Pty Ltd (AustralianSuper), and therefore will not be the responsibility of AustralianSuper.
** These products and services are provided by third parties and not by AustralianSuper. AustralianSuper does not recommend, endorse or accept responsibility for these products and services. Terms and conditions apply - these should be obtained from the relevant thirdparty organisation. AustralianSuper does not accept liability for any loss or damage caused by the products and services provided by these third parties. AustralianSuper may invest in these third parties but does not receive any commissions from these organisations as a result of members using their products and services.

Investment Option Descriptions

Investment range Investment Options
Premix options Balanced (MySuper option)
High Growth
Socially Aware
Indexed Diversified
Conservative Balanced
Stable
Capital Guaranteed
DIY Mix Investment options  
  Australian shares
International Shares
Property
Diversified Fixed Income
Cash
Member Direct S&P/ASX300 listed stocks, term deposits and selected exchange traded funds. (ETF's)

Investment Option Performance

For investment option performance, please visit www.australiansuper.com/investments-and-performance.

Please note: AustralianSuper returns are net of fees and tax. Investment returns are not guaranteed. Past performance is not a reliable indicator of future returns. All care has been taken to ensure the information is correct at the date of publication.

Insurance Options Available

Death, TPD, Income Protection.

Extra Benefits Available

Financial planning, Health insurance (through GMHBA), retirement and financial planning seminars, online account management and transactions.

Member Communications

Member magazines, newsletters, investment and insurance guides, investment performance data available on website, online financial help tools and calculators, e-news subscription, online seminars and videos, online markets and research data for Member Direct investors. Our brochures and forms are available on request or can be downloaded from the website.

Employer Services

Employer reports, secure online transactions, clearing house services, member education programs, monthly bulletins and biannual reports.

Fees & Charges

Fees
Withdrawal fee $35
Management cost - member fee ($ per week/ annum) $1.50 per week (Pension Division also has an asset based fee of 0.11%pa of account balance capped at $750 p.a.)
Management cost - investment fee (% p.a.) Range from 0.05% to 0.73% pa for 2015/16 (0.64% for the Balanced option in 2015/16). Management fees can be incurred for Exchange Traded Funds (ETFs)
Switching fee Nil except for members who select the Member Direct investment option and pay a monthly portfolio administration fee of $33 ($395 per year) and brokerage of $15 plus a sliding scale up to 0.3% plus GST per trade for shares and ETFs. Management fees can be incurred for ETFs

Service Providers

Service Providers
Administrators Link Group, Mercer
Asset Consultants JANA Investment Advisers; Frontier Advisers Pty Ltd
Auditor PwC  (External)
Custodian JPMorgan Chase & Co Bank
Insurer TAL Life/ MetLife
FUND VALUE
$109 billion
Member Telephone
1300 300 273
Member Fax
(03) 8648 3999
Address
Level 26, 50 Lonsdale Street, Melbourne VIC 3000
Member Email
email@australiansuper.com
Website
australiansuper.com
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