CareSuper

Overview

CareSuper has been looking after super for people in all kinds of professions since 1986 and has over 66,000 participating employers across Australia.

Enhancing the member experience and maximising members' retirement savings is at the core of everything we do. Our aim is to make super easy for members and employers by offering high levels of customer service and professionalism.

The Fund has delivered strong investment performance since inception and has received many awards and accolades from industry ratings agencies.

Eligible members can select from 13 investment options including the Direct Investment option which gives them the flexibility to invest part of their super in a range of shares, ETFs, LICs and term deposits.

The death, total & permanent disablement (TPD) and income protection arrangements provide eligible members with very competitive cost-effective and flexible insurance solutions.

Financial planning is offered through CareSuper's relationship with Industry Fund Services. Extra benefits include access to low cost banking and health insurance services. CareSuper offers a range of flexible, tax-effective retirement products and services to meet members needs, including the CareSuper Pension and Guaranteed Income product.

SPIN

CAR0100AU

Year Established

1986

Fund Value

$13 billion

Fund Membership

247,402

Key Features

  • CareSuper has a proven investment process that has delivered strong, longterm investment performance.^
  • Eligible members can select from 13 investment options including the Direct Investment option.
  • Flexible death, TPD and income protection insurance cover for eligible members.
  • Administration services that provide flexible superannuation solutions for employers including online transaction capabilities and clearing house.
  • CareSuper conducts regular workplace and public education seminars for members of all ages.
  • Web-based and a mobile app facilities enable members to manage their account, wherever they are.
  • Ancillary services include financial planning services, health, home and travel insurance, and low cost banking products.
  • Employer and Member Relationship Managers provide dedicated support to employers and staff on all aspects relating to super.

^Past performance is not a reliable indicator of future performance and should never be the sole factor considered when selecting a fund.

Investment Option Performance

Investment Performance Growth Asset Weighting 1 year p.a 3 years (pa) 5 years (pa)
Capital Guaranteed 0% 1.65% 2.28% 1.88%
Capital Stable 37% 6.86% 5.69% 7.09%
Conservative Balanced 52% 8.83% 6.69% 8.53%
Balanced 72% 11.70% 8.92% 11.12%
Sustainable Balanced 72% 9.36% 7.80% 10.31%
Alternative Growth 73% 11.54% 8.86% 11.20%
Growth 81% 13.69% 9.40% 12.62%
Capital Secure 0% 2.08% 2.43% 2.70%
Fixed Interest 0% 1.77% 3.55% 4.32%
Direct Property 37% 12.94% 11.95% 10.04%
Australian Shares 100% 14.72% 7.34% 11.79%
Overseas Shares 100% 18.56% 12.47% 17.08%

Performance to 30 June 2017
^Past performance is not a reliable indicator of future performance and should never be the sole factor considered when selecting a fund.

Insurance Options Available

Death only, Death / TPD, income protection

Extra Benefits Available

Financial advice ? limited and full financial planning, online account access, online investment switching, business loans and home loans through ME, car insurance through ISinsured, private health insurance through SMHP, HCF and nib, home and travel insurance insurance through ISinsured.

Member Communications

Newsletters for members, education seminars, PDSs available on the website as well as Annual Reports, Retirement guide.

Employer Services

Online transactions through EmployerOnline and clearing house. Annual employer reports and quarterly e-newsletters. Dedicated relationship managers from the Client Partnership team are available to assist employers and employees.

Fees & Charges

Fees
Entry/Joining Fee $0
Contribution Fee $0
Exit Fee $40
Administration Fee $78 per year, plus 0.15% - 0.20% of your account balance per year (a cap of $500 per year applies)
Buy-sell spread A buy-sell spread applies to CareSuper's investment options with the exception of the Direct Investment Option. These fees are reflected in the weekly unit prices.
Switching fee $0, however a buy-sell spread may apply
Advice fee $0
Other A monthly administration fee of $25 applies to the Direct Investment option. This fee is only payable by members who select this option. Other fees and costs, such as activity fees, advice fees for personal advice or insurance fees, may apply.
Fee Discounts Nil

Information is based on the most recent figures available to March 2017. Visit caresuper.com.au for more information.

Service Providers

Service Providers
Administrator Australian Administration Services
Asset Consultant JANA Investment Advisers
Auditor PricewaterhouseCoopers, KPMG
Custodian National Australia Bank Asset Servicing, Pacific Custodians Pty Ltd
Insurer MetLife
Lawyer Greenfields, Hall & Wilcox, Holding Redlich
FUND VALUE
$13 billion
FUND MEMBERSHIP
247,402
Principal Contact
Peter Theodorakopoulos, General Manager, Marketing & Client Services
Member Telephone
1300 360 149
Employer Telephone
1300 360 149
Address
Level 18, 31 Queen Street, Melbourne VIC 3000
Member Email
admin@caresuper.com.au
Employer Email
admin@caresuper.com.au
Website
caresuper.com.au
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