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.

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.
  • 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:

Temporary early release of superannuation

From 20 April 2020 individuals affected by COVID-19 will be able to apply online through myGov to access up to $10,000 of their superannuation before 1 July 2020. They will also be able to access up to a further $10,000 from 1 July 2020 until 24 September 2020.

Click here for more information.

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.