Suncorp Easy Super Employer Sponsored gives you and your employees choices with more than 40 investment options and a range of other benefits and services.
Other benefits include:
- access to financial advice services through our national network of Suncorp Financial Services Financial Advisers;
- option of death, death and total and permanent disablement and/or salary continuance insurance ("SCI");
- 24-hour access through our eSuper website for both employers (add members and make payments etc.) and employees (balances enquiries, switches etc.);
- no limit or fee for switching between all investment options; and
- spouse membership available (see PDS for insurance eligibility criteria).
You should read the
Product Disclosure Statement ("PDS") before making a decision about this product.
| Feature |
Description |
| Investment Options |
You can choose from 9 Suncorp options, 6 Suncorp-Intech Multi-Manager options and 34 external options. |
| Minimum Investment |
- $1,800 per member each year; or
- initial minimum average rollover of $5,000 per member.
|
Fees
| Item |
Description |
| Establishment Fee |
Currently Nil |
| Contribution Fee |
Up to 4% of the amount contributed or transferred from another superannuation fund. |
| Withdrawal Fee |
Up to $60 per withdrawal or transfer to another fund |
| Issuer Fee |
Depends on the value of the plan:
$1 to $249,999 attracts a fee of 1.26% p.a.
$250,000 to $999,999 attracts a fee of 1.15% p.a.
$1 million to $1,999,999 attracts a fee of 0.90% p.a.
$2 million to $4,999,999 attracts a fee of 0.80% p.a.
$5 million or more attracts a fee of 0.70% p.a. |
| Investment Fee |
Dependent on investment option/s chosen. |
| Exit Fee |
Nil. |
| Additional Administration Fee |
Up to $60 p.a. |
| Switching Fee |
No limit or fee for switching between investment options. |
Commission Payable
| Item |
Description |
| Standard Adviser Commission |
Initial Commission - up to 4.40%* of contributions and rollovers.
Ongoing Commission - up to 0.44%* p.a. of the total account balance. |
| Insurance Commission |
Up to 21%* of premiums paid per year. |
| Optional Adviser Service Fee |
An additional fee of up to 0.77%* p.a. can apply if negotiated between the adviser and the employer for an agreed level of service different to that covered by the standard adviser commission. |
Important Information
* Includes GST (net of RITC), if applicable.
Before you make a decision:
see your financial adviser;
email us, or
Call 13 11 55 - ask for "Life and Super".
Product Disclosure Statement
Interests in Suncorp Easy Super ("the Fund") are issued by Suncorp Portfolio Services Limited (ABN 61 063 427 958, AFSL 237905), the Trustee of the Fund. Suncorp Easy Super Personal Superannuation, Suncorp Easy Super Allocated Pension, Suncorp Easy Super Term Allocated Pension and Suncorp Employer Sponsored Superannuation are divisions of the Fund. Financial product advice is provided by representatives of Suncorp Financial Services Pty Ltd ABN 50 010 844 621 AFSL 229885. Please read the relevant Product Disclosure Statement before you make any decisions regarding any of these products. You can download a copy via this website or contact us on 13 11 55 (asking for ‘life and super’ at the voice prompt).
