*The Balanced option is the default option until you reach 75. If at age 75 you haven't made an investment choice your account will be switched from the Balanced option to the Conservative Balanced option.
You can invest in one option or a combination of the options, and change options as your needs change. There is no fee if you switch investment options#.
If you don't make a choice, your superannuation will be invested in the AustralianSuper Balanced Investment Option, which is the Fund’s default option. You can then switch out of this option when you are ready to make a choice.
Please note that the returns quoted are net of fees and tax. The 1 year, 3 year, 5 year, 10 year and since inception figures, where they appear, are rolling returns as at 31 December 2009. These historical returns are the combined return information from previous ARF and STA investment options.
Where only one of the merging funds previously offered an equivalent to an option in the new product suite, the returns of that option have been used. Where both funds offered an equivalent option, the returns have been asset weighted across both options on a monthly basis, as per industry best practice. Where data isn’t available for one or both of the equivalent options, the monthly returns have been averaged. The same process has been used for calculating historical investment fees. Investment returns are not guaranteed as all investments carry some risk. Past performance gives no indication of future returns.
Please note that the asset allocations displayed on this website are as at 1 November 2009. The Trustee of AustralianSuper may change its asset allocations at any time.
# An annual fee of $39 and brokerage costs also apply to the ASX 200 Shares Investment Option.
**Eligibility criteria apply to the ASX 200 Shares Investment Option
Macquarie Equities Limited will charge participating members brokerage (excluding GST) per trade as follows:
|
Transaction amount
|
Brokerage |
|
$0.00 - $4,167
|
$12.50 |
|
$4,168 - $10,000
|
0.30%
|
|
$10,000 - $30,000
|
0.20%
|
|
$30,001 - $50,000
|
0.18%
|
|
$50,001 - $100,000
|
0.15% |
|
$100,001 - $10,000,000
|
0.10%
|
Read about our Crediting Policy
**Industry Fund Financial Planning (IFFP)
AustralianSuper does not recommend, endorse or accept responsibility for this product or service. Terms and conditions apply – these should be obtained from the relevant third-party organisation. AustralianSuper does not accept liability for any loss or damage caused by the products and services provided by this third party. AustralianSuper may invest in this third party but does not receive any commissions from this organisation as a result of members using their products and services.