Zurich Superannuation Trustee Investment Plan
The Zurich Superannuation Trustee Investment Plan is a convenient, flexible and competitive product that can be used when you are looking for an investment vehicle for Trustees of DIY funds.
Zurich Superannuation Trustee Investment Plan offers external trustees a choice of investment options ranging from the more conservative cash option through to Australian and Global Thematic share options, and a collection of other options in between. The product is flexible because of the wide scope trustees have with regard to the level of contribution and investment choices.
Zurich Superannuation Trustee Investment Plan assists the Trustee to meet its investment obligations1 and can be used as the sole investment vehicle or as a vehicle for diversifying the fund's investments.
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Competitive fees and charges
- - Reducing ongoing charges for account balances when they exceed $100,000 and $250,000
- - Free switching between investment options.
Extensive choice of investmentsYou can choose from a range of investment options to create an overall investment strategy that meets your needs.
Flexible payment optionsPayment can be make by direct debit, BPAY or cheque direct to Zurich.
Contribution flexibilityOnce you have made your initial investment there is no minimum additional contribution requirement.
Investment amountsRegular investments as low as $150 per month or a single investment of $2,500 can be made to start a Zurich Superannuation Trustee Investment Plan.
Summary of fees
|Fees & charges *||Member Advice Fee option|
|Entry Fee||Not applicable|
|Exit Fee||Not applicable|
|Portfolio Management Charge^|
|Less than $99,999||0.85% p.a.|
|$100,000 - $249,999||0.75% p.a.|
|Investment Management Fee||From 0.01% p.a. to 1.87% p.a. depending on the investment option|
|Adviser ongoing remuneration||Not built into fees on plan|
* These are the actual fees payable after the taxation deduction benefit has been applied that Zurich passes on to the client in the form of a reduced fee.
^ The Portfolio Management Charge (ie Administration Fee) is based on total account balance and is subject to a minimum fee of $21.56 per month (effective 1 April 2016).
Important note: These offers are only available to people receiving it (including electronically) within Australia. We cannot accept cash, print applications, or electronic applications signed, mailed or sent from outside Australia. Monies received must always be in Australian dollars.
1 Compliance functions of the complying superannuation fund, such as keeping member accounts and taxation issues, remain the responsibility of the Policy owner (ie the Trustee) and will not be performed by Zurich.
This information is intended to provide a summary of the product. Full details of this product can be found in the Product Disclosure Statement. Applications for the Zurich Superannuation Trustee Investment Plan can only be made on the application form contained in the Product Disclosure Statement. This document is of general nature only. It is not designed for the purpose of providing financial or investment advice or recommendation. It does not provide any advice and should not be relied upon as such. Professional advice tailored to your individual investment objectives, financial situation and particular needs should be sought for this purpose.