MTAA Superannuation Fund

Overview

MTAA Super is the superannuation fund of choice for Australians working in the motor trades and allied industries, and is also open to the general public. The Fund is committed to providing members with highly innovative, value adding products and services before and during their retirement years. With over 53,000 employers, and over 235,000 members Australia-wide, MTAA Super is one of the largest occupational-based super funds in Australia. You can join MTAA Super if you are self-employed, a contractor, employed in another industry, wish to roll over a superannuation benefit, or make spouse contributions.

Year Established

1989

Fund Value

$10.57 billion

Fund Membership

235,000

Key Features

  • Industry super fund
  • Low-cost pensions and administration
  • Death, Total and Permanent Disability and Income Protection Insurance
  • A range of post retirement products
  • No entry fees
  • No commission or agents fees
  • A range of investment options with the flexibility to switch weekly
  • Access to comprehensive financial and retirement planning services
  • An 'all benefits to members' philosophy and approach
  • Online access to your super account details
  • Home loans and banking services through Members Equity Bank
  • Discounted health insurance with nib

Investment Option Descriptions

Investment Option Names Description
Conservative Seeks stable returns in the short to medium term through reduced exposure to risk.
Income-Focussed Seeks to generate an appropriate income yield, along with a balance between stable returns and growth.
My AutoSuper (Balanced) Seeks medium to high long-term returns through a balanced exposure to risk.
Growth Seeks high long-term returns through a controlled exposure to specific risk.
Cash Seeks stable returns through low exposure to risk.
Australian Shares Seeks high returns in the long term through an exposure to market risk.
International Shares Seeks high returns in the long term through an exposure to global market risk.
Diversified Fixed Interest Seeks stable returns over the short to medium term through reduced exposure to risk.

Investment Option Performance

Investment Option Names Growth Asset Weighting 1 year 3 years 5 years
Conservative Option 25% 5.68% 5.54% 5.79%
Income Focused 40% 6.76% N/A N/A
My AutoSuper (Balanced) 61% 10.98% 9.38% 10.15%
Growth 77% 13.51% 9.79% 10.89%
Cash 0% 1.69% 1.89% 2.15%
Australian Shares 100% 14.16% 7.96% 11.82%
International Shares 100% 17.20% 9.67% 14.32%
Diversified Fixed Interest 0% 1.47% 3.02% 3.18%

Performance to 30 June 2017

Insurance Options Available

Death, Death/TPD, Income protection.

Extra Benefits Available

Financial Advice, Online Account Access, Online Investment Switching, Home Loans through Members Equity Bank, discounted health insurance with nib.

Member Communications

Newsletters for Members, Education Seminars, PDSs available on website, daily investment performance available on website.

Employer Services

Free administration support, convenient payment methods, Online access, clearing house facilities, employer workshops, experienced field staff, regular superannuation updates.

Fees & Charges

Fees
Management Cost - member fee $83.20 per year + 0.15% of the account balance up to a maximum administration fee of $533
Management Cost - investment fee Ranging from 0.08% - 0.68% p.a.
Termination fee Exit fee $96
Other Family law fee $80

Service Providers

Service Providers
Administrator Australian Administrative Services (AAS)
Asset Consultant Whitehelm Capital Pty Ltd
Auditor PwC (internal), Deloitte (external)
Custodian NAB Asset Servicing
Insurer MetLIfe Insurance Limited
Lawyers HWL Ebsworth; Hall & Wilcox; Holding Redlich; Mercer Legal; Mills Oakley
FUND VALUE
$10.57 billion
Principal Contact
Leeanne Turner, Chief Executive Officer
Member Telephone
1300 362 415
Address
Locked Bag 5134 Parramatta NSW 2124
Member Email
contact@mtaasuper.com.au
Website
www.mtaasuper.com.au
Link to something G2h7tgVd