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Tailored Super Plan

The Tailored Super Plan is a superannuation product, designed for individuals who wish to:

  • Have the flexibility to make ad hoc or regular contributions to a superannuation fund
  • Have superannuation contributions made on their behalf by their spouse
  • Have their employer’s superannuation contributions paid to the fund
  • Rollover their super from another superannuation fund on retiring, being retrenched or changing jobs
  • Invest in a concessionally taxed environment with no entry, exit or switching fees
  • Gain access to the expertise of skilled investment managers

Unit prices at {date}

Investment Options Unit Prices

Performance percentages effective as at 31 May 2020.

Investment Options 6 Months 1 Year 3 Years 5 Years 7 Years

Total Growth of $10,000 since inception to May 2020.

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Tailored Super Plan

 Deciding which investment product is right for you and your individual situation can be difficult, time consuming and may not always achieve the appropriate results. Your financial planner can work with you to tailor an investment strategy using the most suitable investment products to help you achieve your lifestyle and financial goals.

To find out more simply call your member service team on 1800 620 305.

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Tailored Super Plan

Your Fund Update

Deciding which investment product is right for you and your individual situation can be difficult, time consuming and may not always achieve the appropriate results. Your financial planner can work with you to tailor an investment strategy using the most suitable investment products to help you achieve your lifestyle and financial goals.

To find out more simply call your member service team on 1800 620 305.

Downloads 

Tailored Super Plan

Deciding which investment product is right for you and your individual situation can be difficult, time consuming and may not always achieve the appropriate results. Your StatePlus financial planner will work with you to tailor an investment strategy using the most suitable investment products to help you achieve your lifestyle and financial goals.

To find out more simply call your member service team on 1800 620 305.

Administration Fees:

$52 per year ($4.33 per month) plus an asset-based administration fee of 0.20% p.a. of your account balance. The asset-based administration fee is capped at $1,500 per year.

Investment Fees and Indirect Costs:

Investment option Investment Fee % Indirect cost ratio
% p.a.
Total investment fees and indirect costs
% p.a.
  Borrowing Cost
% p.a.
Management fees % p.a.

Investment-
related costs
% p.a.


Performance-
related costs
% p.a.

Diversified investment options    
Capital Stable Fund 0.15% 0.16% 0.02% 0.10% 0.43%   0.09%
Moderate Fund 0.15% 0.21% 0.03% 0.11% 0.50%   0.09%
Balanced Fund 0.15% 0.26% 0.04% 0.13% 0.58%   0.06%
Growth Fund 0.15% 0.31% 0.04% 0.13% 0.63%   0.04%
Diversified investment options    
Cash Fund 0.00% 0.02% N/A  0.01% 0.03%   0.00%
Fixed Interest Fund 0.06% 0.07% N/A  0.01% 0.14%   0.00%
Australian Equities Fund 0.06% 0.24% N/A  0.04% 0.34%   0.00%
International Equities Fund 0.06% 0.28% N/A 0.06% 0.40%   0.00%
Fixed Term Fund 0.20% 0.00% N/A  0.00% 0.20%   0.00%

 

From 1 April 2020, the fees and costs structure for investment options has changed. The administration fee is no longer deducted from the assets of each investment option and is now a direct charge to your account. In addition, the Investment Fee, is now made up of three components. The table above shows the fees of the new fee structure using the actual fees and costs where applicable for the 2018-19 financial year.