Superannuation and retirement
Trustee and Fund Information
Here you will find links to important information about the management of the Zurich Master Superannuation Fund.
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Fund Information
Fund Name
Zurich Master Superannuation Fund
ABN 33 632 838 393 SFN 2540/969/42
Trustee
Equity Trustees Superannuation Limited
Administrator
Zurich Australia Limited ABN 92 000 010 195 AFSL 232 510
Financial Statements
Fund Identification Numbers
Unique Superannuation Identifier (USI)
33 632 838 393 987Superannuation Product Identification Number (SPIN)
SPIN
Product Name
ZUR0473AU Zurich Superannuation Plan ZUR0471AU Zurich Retirement Plan ZUR0472AU Zurich Superannuation Bond ZUR0469AU Zurich Account-Based Pension ZUR0469AU Zurich Allocated Pension ZUR0474AU Zurich Term Allocated Pension ZUR0575AU Zurich Deferred Annuity ZUR0576AU Zurich Zenith Deferred Annuity (Entry Fee) ZUR0577AU Zurich Zenith Deferred Annuity (Nil Entry Fee) ZUR0578AU Zurich Performance Rollover Deferred Annuity Fund Trust Deed
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Member Outcomes Statement
Zurich Master Superannuation Fund – 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.
Methodology and structure
In conducting each assessment, the Trustee compared the Product to similar superannuation products using the criteria in Part 6 of the Superannuation Industry (Supervision) Act 1993 and Prudential Standard SPS 515 Strategic Planning and Member Outcomes. This comparison includes outcomes related to:- investment risk and return;
- fees and costs;
- insurance claims (where relevant); and
- the options, benefits and facilities offered to members.
These options, benefits and facilities include member engagement and experience, sustainability (as a measure of the ability to deliver optimal member outcomes in the future) and liquidity.
Each report also includes a dashboard that depicts the Trustee’s assessment of the Product’s market-relative performance for each outcome they aim to provide members; a table summarising the key metrics relied on when making this assessment; and their commentary on this performance that includes action items to improve suboptimal performance.
Further information
If you have any questions about the Member Outcome Statement, or any other issue regarding your membership of the Zurich Master Superannuation Fund, please reach out to the Zurich Customer Care team in the most convenient way for you by:calling us on 131 551, or
emailing us at client.service@zurich.com.au
sending a letter to The Manager, Zurich Customer Care, Locked Bag 994, North Sydney NSW 2059
The Fund is administered by Zurich Australia Limited ABN 92 000 010 195, AFSL 232 510.This information is general in nature only. It has been prepared without taking into account your particular objectives, financial situation or needs. Before acting on any advice you should assess or ask your adviser whether it is appropriate for your needs, financial situation and investment objectives. More information about how the Trustee handles your personal information may be found at Privacy Statement -
Annual Member Meeting
Zurich Master Superannuation Fund – Annual Member Meeting
Equity Trustees Superannuation Limited (ETSL), the Trustee for the Zurich Master Superannuation Fund, held their inaugural Annual Member Meeting (AMM) on 10 March 2021. The event was streamed live around the country and was a great opportunity for members to hear how their Fund operates, its investment performance and outlook for the future.The event was opened by Mr Tony Lally, Chairman, ETSL and included a fund update from Mr Mark Blair, Executive General Manager, Superannuation Trustee Office, ETSL regarding member outcome highlights, investment performance and outlook, insurance arrangements and the future of the Fund.
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.
Further information
If you have any questions about the Annual Member Meeting, or any other issue regarding your membership of the Zurich Master Superannuation Fund, please reach out to the Zurich Customer Care team in the most convenient way for you by:calling us on 131 551, or
emailing us at client.service@zurich.com.au
sending a letter to The Manager, Zurich Customer Care, Locked Bag 994, North Sydney NSW 2059
The Fund is administered by Zurich Australia Limited ABN 92 000 010 195, AFSL 232 510.This information is general in nature only. It has been prepared without taking into account your particular objectives, financial situation or needs. Before acting on any advice you should assess or ask your adviser whether it is appropriate for your needs, financial situation and investment objectives. More information about how the Trustee handles your personal information may be found at Privacy Statement -
Annual Fund Reports
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Significant Event Notices