The benefits you receive include dividends, distributions, capital movement and franking credits, where available.
Research material on the 200 stocks is sourced from Macquarie Equities Limited and published to this website everyday. To access this research material follow these four simple steps:
Step 1. Log on to MemberOnline
Step 2. Select Investment and shares from the side navigation
Step 3. Click on ASX 200 at the bottom of the page
Step 4. Click on ASX Research Tool.
To view the material, you will need Adobe Acrobat Reader.
Eligibility criteria
To ensure members maintain a diversified mix of investments across their superannuation investment, eligibility criteria must be met prior to investing in this option. You:
- Must have a minimum account balance of $10,000
- Can only invest up to 50% of your account balance in the Option, subject to no single stock representing more than 20% of the total account balance. (Future contributions cannot be invested in this Option)
- Must invest the remainder of your account balance in one or a combination of the Fund’s other investment options.
Minimum share purchase
Each buy instruction to invest in stocks in a particular S&P/ASX 200 company must be worth at least $1,500.
Note: Failure to comply with one or more of the ASX 200 Shares Investment Option criteria will result in your application not being processed. AustralianSuper will advise you if this occurs.
These conditions also apply to offers to invest in stocks pursuant to a corporate section of an ASX 200 stock.
Registration of shares
All shareholdings in the ASX200 Shares Investment Option will be registered in the name of JP Morgan Nominees Australia Limited, as the custodians of the Fund.
Fees and charges
The annual participation fee of $39 for the ASX 200 Shares Investment Option and share transaction fee covers additional administration requirements for this investment option. More information ...