Supporting your unique retirement strategies.

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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.

LEARN MORE ABOUT INVESTMENT OPTIONS

Investment Menu
CORESELECT
INVESTMENT TYPE
Listed Securities✓
Managed Funds✓✓
Managed Accounts✓✓
ETFs✓

DISCLAIMER: The information shown on this site is general information only. It does not take into account the investment objectives, financial situation or particular needs of any particular person. Before making an investment decision, you need to consider (with or without the assistance of an adviser) whether this information is appropriate to your needs, objectives and circumstances. Before making any financial decisions in relation to these products or services, you should obtain a copy of the relevant product disclosure statement, available on this website or by contacting us on 1300 309 459. Use of the information contained on this page is governed by Australian law and is subject to the terms of use and privacy policy on this website. Please also refer to the Platformplus Target Market Determinations.

 

®Platformplus Pty Ltd ABN 46 103 551 533 is a Corporate Authorised Representative of Alpha Investment Management Pty Ltd ABN 13 122 381 908 AFSL 307379