Superannuation and retirement
Zurich Superannuation Plan
Superannuation made easy with a simple plan that gives you the flexibility you need.
The Zurich Superannuation Plan is designed to help you reach financial independence in retirement. It includes a range of investment options to suit all risk profiles, as well as award winning life insurance choices.
Key features include:
- Competitive fees and charges based on a ‘stepped structure’.
- A range of investment choices to suit all risk profiles managed by expert fund managers.
- Flexible payment options and contribution flexibility.
- The ability to add award winning life, disability and income protection insurance.
- Online access for members through My Zurich.
Investment options to suit you
Members of the Zurich Superannuation Plan can select from a range of professionally constructed investment options managed by strategic investment partners who are recognised as being amongst the best in their area of expertise. By combining these specialist investment managers with Zurich’s excellence in customer service, we are able to offer an exclusive range of investments to Australian investors.
How to apply
When you apply you need to complete and submit the relevant application form attached to a current Product Disclosure Statement together with your initial investment.
❯ View the Zurich Superannuation Plan’s PDS, PDS updates and incorporated documents.
Applications for Zurich Superannuation Plan are made through financial advisers. Talking to a financial adviser means you can tailor your plan to your individual circumstances.
If you would like assistance in contacting a financial adviser, please call Zurich Customer Care on 131 551 or email: client.service@zurich.com.au