Super & Pension - PlatformplusWRAP

Super is personal

You and your financial adviser can tailor an investment solution to suit your circumstances and retirement goals while taking advantage of the platform’s flexibility as your needs change.

You can establish one or more Portfolios, depending on your current retirement planning needs – and as your needs change, move easily between each portfolio type.

Choose from a range of Portfolio types

Accumulation

Transition-to-retirement (TTR)

Pension

An easy choice

Our Super solutions have been designed to deliver clear benefits:

Competitive fees, including Family fee aggregation
Quickly & easily view performance
Client portal and online access to your account anytime
Investment management flexibility and efficiency
Access to wholesale investments
Consolidated reporting and administration of your Portfolios

SEE ALL FEATURES

Flexibility to do super your way

We’ve developed a Super platform that provides a flexible, convenient account structure.

split contributions to your personal super account with your spouse
flexible beneficiary nominations for greater estate planning certainty
make regular contributions to your personal super account through a regular savings plan

Broad investment options

You and your adviser can choose between the Core Menu and Select Menu which offer different investment options for you to invest in and build your preferred investment strategy.

Full-service wrap platform with broad investment menu (SELECT menu)
Low-cost wrap option with focused investment menu (CORE menu)

You can diversify your investments across a range of investment types, asset classes and investment styles – your adviser will work with you to determine the most appropriate strategy for your needs and values.

	Investment Menu
	CORE	SELECT
INVESTMENT TYPE
Listed Securities		✓
Managed Funds	✓	✓
Managed Accounts	✓	✓
ETFs		✓

For more information contact your adviser or the PlatformplusWRAP team

Call 1300 191 952

Supporting your unique retirement strategies.