| Investment Options | ||||
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Choose from a range of options including:
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| Minimum investment | ||||
| Lump sum investment | Regular investment facility | |||
| Super | Pension | Super | Pension | |
| Min. initial investment |
$3,000 | $20,000 | $1,000 | N/a |
| Min. additional investment |
$1,000 | N/a | $100 | N/a |
| Minimum withdrawal | ||||
| $500 minimum amount per withdrawal | ||||
| Transaction options | ||||
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| Fees and costs | ||||
| Refer to the current Product Disclosure Statement for further information on fees and costs. | ||||
| Tax Management | ||||
| Your financial adviser has access to our sophisticated tax management processes- helping you minimise your tax liabilities. | ||||
| Estate Planning | ||||
Death benefit beneficiary options:
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| Transfers to pension | ||||
| You can transfer your investments from Superannuation to Pension without incurring transaction costs or selling the underlying investments. | ||||
| Insurance | ||||
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| Reporting | ||||
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