Plum Superannuation Fund Investment Options

Plum superannuation fund investment options

Investment options. Our investment menu lets you choose an investment strategy for your needs and preferences. The menu suits all levels of investment knowledge and experience.

MLC Plum Super | Review & Compare Superannuation | RateCity

You have the choice to customise your investment strategy or use our default MySuper investment strategy. Find out more. Details of the MySuper investment option.

Plum superannuation fund investment options

Choice of fund form (PDF, KB) Use this form to have your employer contributions made into your Plum Personal Plan account. the Plum Personal Investing with us 4 Things to consider before you invest 6 Choosing your path 15 Plan Product Disclosure Statement (PDS), dated 1 December Together Your investment options 17 with the Plum Personal Plan Insurance Guide, Claims Guide and Fee Brochure, these documents should be considered before making a decision about.

the Plum Super - National Investing with us 4 Things to consider before you invest 6 Choosing your investment options 14 Australia Bank Group Superannuation Fund A (Plan) Product Disclosure Your investment options 16 Statement (PDS), dated 1 December Together with the Fee Brochure, Insurance Guide and the Claims Guide, these documents.

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At the time of writing, Plum Super offers one ethical investment option in the Plum Personal Plan: Australian Shares – Ethical. This investment option uses positive and negative screening.

Investing with Plum is part of Plum Plus, which costs £1/month with the first month free! Additionally, our fund options have management fees which go directly to our partners. Read more on pricing If you have any other questions you can visit the full FAQ.

Plum Super was established in and is part of the MLC Super Fund. Plum Super provides integrated and innovative super solutions for current and former employees of some of Australia's largest organisations and their eligible xayh.xn--d1abbugq.xn--p1ai fund offers an investment menu that is structured to cater for different levels of investment knowledge and experience. MySuper MySuper is the default option for members who don’t choose how to invest their super.

You can choose to invest in MySuper, select from our other investment options or you can have a combination of these.

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Our MySuper option invests in higher growth investments when you’re younger to give your super more opportunity to grow. Plum Super is part of the MLC Super Fund of which NULIS Nominees (Australia) Limited is the Trustee. access to a wide range of investment options; your benefit will be automatically transferred to the Personal Plan if you don’t choose another superannuation fund***.

You will continue to have access to many of the services available in. Plum Super - National Australia Bank Group Superannuation Fund A (Plan) gives you access to sophisticated investment and insurance solutions and a range of features to help you get your money working for you and to protect your super. It allows you to accumulate tax-effective savings. · Plum’s default investment option. MySuper provides a single diversified investment option.

Was previously with Plum via my employer for many years. Good selection of super investment options and competitive fees. Investment performance also acceptable. Sometimes difficult to contact the Call Centre with long wait times.

Some staff also not well trained or knowledgeable and provided incorrect information on several occasions. The Trustee is currently reviewing a proposal to move the Plum Superannuation Fund into a new fund called the MLC Super Fund, under the governance of another trustee in the NAB Group, NULIS Nominees (Australia) Limited. all members in accrued default investment options will be moved to MySuper by 30 June We're here to help.

With Plum Super - National Australia Bank Group Superannuation Fund A (Plan), a part of the Fund, you have access to a broad range of investment options, allowing you to customise your investment portfolio.

If you haven’t chosen an investment option, your super will be invested. Choosing an investment option in your super fund is an important decision, though it’s one that many Australians neglect. Around 80% of Australians with superannuation accounts have their money invested in the default option, which is where you’re placed if you don’t choose an investment option.

Plum Super was established in and is part of the MLC Super Fund.

Plum superannuation fund investment options

Plum Super provides integrated and innovative super solutions for current and former employees of some of Australia's largest organisations and their eligible xayh.xn--d1abbugq.xn--p1ai MySuper option is the fund's default investment option, whilst choice members may also select a range of Pre-mixed, Sector Specific and Diversified.

Four of the investment options are single sector options that include Australian Shares, Overseas Shares, Fixed Interest and Cash. The other five investment options are pre-mixed options (various combinations of asset classes) that cater for risk profiles from conservative to aggressive.

You can check on your investments anytime by saying ‘investments’ to Plum on Messenger. From there, you can see the funds you’ve chosen and how they’re doing, and you can also deposit or withdraw money by typing the relevant words (Plum usually shows you clickable options so you don’t have to remember the commands).

You can find out about your fund's investment options by checking its website or product disclosure statement (PDS). Most funds allow you to change your super investment options online. Pre-mixed investment options Growth.

Investment mix: around 85% in shares or property, and 15% in fixed interest or cash. Or % in shares or property for a.

Plum is the group’s corporate superannuation specialist. The Vanguard investment options available in the Vanguard Personal Superannuation Plan and Vanguard Personal Pension Plan which members are invested in at the time of the transfer will continue to be made available to members in the new funds.

Plum Superannuation - Pre-mixed Assertive. Learn more about this managed fund including fund information, strategy, asset allocation & performance. Build a diversified portfolio to match your needs with our range of low cost investment options.

View our funds Fund performance: 1M: 3M: 6M: 1Y p.a. 2Y p.a. 3Y p.a.

Plum superannuation fund investment options

^ Only funds and. document forms part of the Plum Super - National Australia Bank Group Superannuation Fund A (Plan) Product Disclosure Statement (PDS), dated 1 December Together with the Investment Menu, Insurance Guide and the Claims Guide, these documents For more information visit xayh.xn--d1abbugq.xn--p1ai or call us from anywhere in Australia on 55 or.

This website is provided by AustralianSuper Pty Ltd ABN 94AFSLTrustee of AustralianSuper ABN 65 Superannuation Fund Number (SFN): 45, Superannuation Product Identification Number (SPIN): STAAU.

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· Superannuation comparison: compare retail and industry super funds based on annual fees and past performance returns to find the right super fund and retire with more. Plum | 3, followers on LinkedIn | Plum Super provides integrated and innovative superannuation and pension solutions to current and former employees of medium and large Australian organisations.

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Plum Super is part of the MLC Super Fund, one of Australia’s largest super funds. The MLC group of companies is the wealth management division of National Australia Bank (NAB). When it comes to superannuation, most of us have a lot more superannuation investment options than we’re probably aware of. Out of the 67 super fund products that CANSTAR compared for the Superannuation Star Ratings report, 25% of the products offer more than 15 investment options. Plum Personal Plan was established in and is part of Plum Super, which is a division of the MLC Super xayh.xn--d1abbugq.xn--p1ai offers an investment menu that is structured to cater for different levels of investment knowledge and experience.

Returns from equivalent investment options of the ARF and STA super funds are used in calculating returns for periods that begin before 1 July Readers Digest Most Trusted Brands – Superannuation category winner for eight years running –according to research conducted by independent research agency Catalyst Research.

Plum superannuation fund investment options

Responsible investment options. Responsible Australian Shares Option - iQ Retirement (Pension) 24/11/ %: %% - - For Corporate Superannuation, Superannuation funds, For-purpose and Financial institutions. Financial Advisers. For financial advisers, planners and brokers.

· 🎓 Investment Academy Plum Investment funds performance 📊 The world of investing can be a confusing place, but at Plum we're on a mission to change that! We take a look at how each of the investment funds we offer has performed over the last five years. List of MySuper compliant products. On 14 FebruarySunsuper was the first superannuation fund to receive a MySuper authority.

On 20 FebruaryCbus was the second fund to receive an authority. A complete list of MySuper authorities is listed on the APRA website. APRA had anticipates that fewer than MySuper authorities would be granted in total by the mandatory start date of 1. Australians have access to hundreds of superannuation funds and tens of thousands of investment options, so it’s important you do your research so you can find the best super fund and best investment option for you.

Choosing the wrong super fund or investment option can be costly. · All I'm really saying is great, have your preference but just remember there are many options and layers to how something like a super fund investments and you can influence the outcome at every level from the platform, through the investment team all the way down to the underlying managers and the underlying assets. The superannuation laws require that you must prepare and implement an investment strategy for your self-managed super fund (SMSF) which you must then give effect to and review regularly.

MySuper - Wikipedia

Watch: Media: SMSF – Investment strategy. Our total fee includes administration fees, investment fees, and indirect cost ratio, which are based on the fees and costs for the financial year ended 30 June The total fees and any other applicable fees are deducted daily from the unit price before the unit price is.

Money held in a superannuation fund is invested in a range of assets by your fund.

Superannuation investment options explained - Ask the experts

Most funds give members the option of choosing how their savings are invested, so it could be helpful to learn more about your super investment options.

Canstar’s Superannuation and Retirement Planner Calculator is designed to help you plan for the future. 2. Plum Financial Services Limited (Plum) is an Australian corporate superannuation administrator and provider of financial products and services. Plum administers over A$20 billion in funds under management on behalf of more than 80 medium and large Australian organisations and more thanmembers [REF].

· *Super funds are listed as ‘Likely’ because they use IFM as an investment manager. IFM holds Colonial Pipeline in its international infrastructure portfolio, but also offers an Australian infrastructure investment option, so we can’t be % confident that these super funds.

Super Investment Management Pty Limited (ABN 86AFSL ), a wholly owned subsidiary company of Rest, manages some of the fund’s investments. Apart from this, Rest does not have any relationships or associations with any related body corporate or product issuer that might reasonably be expected to be capable of influencing. Super fund performance: Monthly returns to October Novem.

Super and pension fund performance: Where does your fund rank? Novem. Pension fund rankings: All Growth category (96–%) Novem. Pension fund rankings: High Growth category (81–95%) Novem. Winners have been announced!

Plum Superannuation Fund Investment Options: Plum: Superannuation Solutions To Medium And Large ...

All finalists and winners have been selected and rated by The Heron Partnership. The Heron Partnership is an independent actuarial and superannuation consultancy, assisting medium to large employers, superannuation fund trustees, insurers, wealth management organisations and advisers with superannuation services and advice.

Socially Responsible Investment Options While all Directly Managed Investment Options within the MLC Super Fund must adhere to the policies and principles above the Trustee will, where it deems it appropriate, seek to provide SRI options that allow members to have their superannuation invested into dedicated responsible investment options. Returns from equivalent investment options of the ARF and STA super funds are used for periods before 1 July Top performing for the 5, 7, 10 and 15 years to 30 Junebased on returns for the AustralianSuper Balanced investment option compared to the SuperRatings Fund Crediting Rate Survey — SR50 Balanced (60–76) Index.

· Two retail superannuation products and an industry superannuation fund have received the highest ratings to be named Top Rated Products in the Heron Quality Star Ratings. Industry fund Hostplus was named top-rated Personal Product, while the top-rated corporate product was Plum Superannuation Fund and the top-rated pension product was AMP. However, to give you a rough guide, the Association of Superannuation Funds of Australia (ASFA)’s Retirement Standard report suggests that singles would need $, in super and couples would need a combined $, to fund a comfortable retirement.

Ethical investment (or responsible investment) in a super fund is when an investment is selected to complement views on moral, environmental or political matters. There are ethical super funds dedicated to these specific investment options and funds that offer normal and ethical investment options. ^Based on the AustralianSuper Balanced investment option compared to the SuperRatings Fund Crediting Rate Survey - SR50 Balanced (60–76) Index, periods to 31 May Returns from equivalent investment options of the ARF and STA super funds are used in calculating returns for periods that begin before 1 July SuperTrace is an Eligible Rollover Fund (ERF), USI 73 An ERF is a super fund that looks after small and 'lost' or unclaimed super benefits transferred to it by other superannuation funds.

The main purpose of SuperTrace is to reunite members with their superannuation.

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