Personal

Superannuation and retirement

Whether it’s a long way off or just around the corner, Zurich offers flexible solutions to help you plan for and enjoy your retirement. 

ZMSF Annual Member Meeting

The Trustee for the Zurich Master Superannuation Fund, held their inaugural Annual Member Meeting (AMM) on 10 March 2021.  If you were unable to attend, or would like to watch the event again, or if you would like to read the Minutes from the Annual Member Meeting, including the responses to questions asked by members, please click here.

ZMSF Member Outcome Statement

As of 2021, all superannuation funds are required to assess the outcomes provided to their members (a Member Outcome Statement) and, based on that assessment, publish the results on how well the Fund provides member outcomes and promotes members’ financial interests. A separate Member Outcome Statement has been done for each product offered in the Zurich Master Superannuation Fund and can be accessed here.

Find an adviser

Choosing the right superannuation or retirement income plan to suit your individual needs is an important decision. If you need help in finding a financial adviser, you may want to try one of the following websites:

Association of Financial Advisers (AFA)

Financial Planning Association of Australia (FPA)

ASIC’s MoneySmart website also has valuable information on what to look for when choosing a financial adviser.

Non-English Speaking Customers

Visit this link for information on language interpreting services which may be able to provide assistance to non-English speaking customers.

This link is to the Australian Government's TIS -Translating and Interpreting Services website:

https://www.tisnational.gov.au