We focus on products for investors and retirees with higher account balances, rather than the SG/employer market. This is reflected in our platform design, with more investment choice, capped fees and no transaction charges for managed fund switches.
Features
- Streamlined onboarding for client transition
- Online applications
- Extensive APL
- Multiple term deposit options
- Flexible insurance options
- Auto-portfolio rebalance
- Dollar cost averaging
- Choice of reports
Fees
- Superannuation and Pension
- First $150,000 - 0.820% p.a.
- Next $200,000 - 0.615% p.a.
- Over $350,000 - Nil
- Maximum fee $2,460 p.a.
- Minimum fee $615 p.a.
- Portfolio Service
- First $150,000 - 0.7688% p.a.
- Next $200,000 - 0.6150% p.a.
- Over $350,000 - Nil
- Maximum fee $2,385 p.a.
- Minimum fee $577 p.a.
- All products:
- Fees capped at $350,000
- Family fee discount of 15% for family members and related entities
- Adviser service fee with % and fixed dollar option
- No transaction fees for managed fund switching