- Each fund has membership of less than five persons
- The trustee of each fund is Australian Executor Trustees
- Having your own fund means your investment strategy and assets can be selected to suit your needs
- Members of a fund may open:
Accumulation accounts
Allocated Pensions
Transition to Retirement Pensions
- Subject to trustee approval, members may invest in a wide range of assets, including:
cash
fixed interest (domestic and international)
listed shares (domestic and international)
managed funds
unlisted trusts
property
derivatives (options and warrants)
private assets
- Online access to your portfolio is available via Your Clique
- Minimum fund value $200,000.
Key benefits
- Your fund is portable and may be used to to accept Superanuation Guarantee contributions from your employer.
- Your fund is individual and unique, governed by its own Trust Deed.
- Your fund has the flexibility to accept contributions in the accumulation phase and pay pensions to in the retirement phase.
- Australian Executor Trustees is responsible for the complying status of your fund.
- Australian Executor Trustees will assist with: the perparation of all accounting records; document security; audit requirements and the lodgement of all returns on behalf of your fund.
Find out more
For more information contact your financial adviser or contact us today on 1800 254 180. Click on the links below to find out more about the Private Superannuation Fund.