offering MEMBErs increases of 35 to 40% on their retirement savings

and trustees a simple, superior way to meet client needs.

 

"Trustees must be relentless in seeking benefits for members... Technological improvements, and innovation generally, should be encouraged to help lower costs and benefit members." Cooper Review, Policy Principles, 2010

 

What's Trustee Tailored Super?

 

 

Currently 80 to 90% of Australian superannuation members do not choose an investment option for their savings (ie cash, balanced or Australian shares) but rather leave it up to their trustee.

 

Trustees place this bulk of investors in the 'default' option (typically 70% growth assets and 30% income assets) regardless of their age or retirement prospects.

 

Trustee Tailored Super is a whole new investment choice that uses a broader range of members' investment horizons and circumstances compared to life stage and target date options.

 

In 3 easy steps it transfers existing super fund members into a more 'tailored' investment structure resulting in greater efficiencies, greater flexibility and a more prosperous investment outcome.

 

Trustee Tailored Super is THE Super Solution.

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This website is for general information purposes only, without taking into account any person's objectives, financial situation or needs.

It should not be relied on in considering the merits of any particular transaction.