We aim to keep your fees to a minimum
Investment management fee
An investment management fee is deducted from investment earnings before they are allocated to your account. This includes Funds SA administration and performance management fee.
The investment management fee forecast for 2011-12 is 0.50%.
If you’re a standard contributory member the cost of your insurance cover is met by your employer.
If you’d like to purchase additional insurance, or if you’re a non-contributory member, you can purchase voluntary insurance cover, and the premium of $1.60 per week per unit per week will be deducted from your account.
Family Law matters
In relation to superannuation and the breakdown of marriage the following fees apply:
- $166 per request on lodgement of Request for Information form
- $166 per party on splitting of superannuation entitlement
These fees must be paid on application. Fees should be paid by cheque or money order.
What we don’t charge:
- administration fees
- adviser service fees
- contributions fees
- entry fees
- establishment fees
- exit fees
- expense recoveries
- issuer fees
- rollover fees (check with your old fund to find out if they charge)
- termination fees
- withdrawal fees