Trustee Tailored Super: market leading technology

"ULTIMATELY, LIFE-CYCLE MAKES SENSE - YOU START RISK HUNGRY AND YOU END UP LESS RISK HUNGRY. BUT HOW YOU MAP THAT OUT AND BUILD THAT INTO THE PORTFOLIO IS A MATTER OF UNDERSTANDING WHICH PARAMETERS YOU NEED TO ADJUST TO MEET THE RISK PROFILE OF THE CLIENT".

BLACK ROCK Director, VINCENT LO BLANCO, Investor Daily, 1 October 2010

Benefits for Members

Analysis using a standard default option has shown Trustee Tailored Super can:

increase annual returns by more than 1% (4.5-5.5% real)

increase retirement balances by 35 - 40%

reduce the potential for loss for those over 55 yrs from 1 in every 5 yrs to 1 in every 6.5 yrs and,

members receive, annually, physical evidence their trustee is looking out for them.

This analysis uses standard industry earning rates and loss ratios. The analysis across the whole portfolio adjusts the average growth assets from 70% to 80 - 90% and increases the potential for loss from 1 in 5 yrs to 1 in 4 yrs.

Benefits for Trustees

Trustee Tailored Super acts in members' best interests, individually and collectively and,

is tailored to the trustee's risk profile and its membership characteristics

focuses on retirement benefits

is flexible for changing market and regulatory conditions

provides members with an educational and engagement element

enhances the scale of existing choice options

offers higher returns at a lower cost than both Target Date and Life Stage options.

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.