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.

Zurich Superannuation Plan

A plan designed to help you reach financial independence in retirement. Includes investment options to suit all risk profiles as well as award winning insurance.

Zurich Account-Based Pension

Designed to provide you with a regular income in retirement. It includes a range of investment options to suit all risk profiles.

Performance and pricing

Find the latest performance and unit pricing for all of Zurich's investment products including superannuation and retirement here.

Product Disclosure Statements

Here you will find the Product Disclosure Statement and forms needed to open a Zurich Superannuation Plan or Zurich Account-Based Pension plan.

My Super and Retirement Plans

Already a member? You can manage your existing superannuation and retirement products here.

News and views

Looking for information on Australian superannuation and retirement? Here you will find news, updated key rates and thresholds, together with articles that will help you take control of your future.

Trustee and Fund Information

Important information about the management of the Zurich Master Superannuation Fund can be found here.

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