A comprehensive range of investment choice

Strategy offers you a carefully selected range of investment options from Australia’s leading investment managers which include:

multi manager investment options;

single manager investment options;

multi sector investment options; and

single sector investment options.

As a Strategy Allocated Pension member you can also invest directly in 100 or more of the largest securities listed on the Australian Stock Exchange (ASX), to further diversify your investment portfolio.

Together with your Financial Adviser, you will be able to tailor your investments according to individual preferences, tolerance to risk and return and retirement goals.

Allocated Pension Options

Strategy provides you with the option to commence a non-commutable allocated pension whilst you continue to be employed. This option enables you to take advantage of a transition to retirement strategy with long term taxation benefits.

Automatic rebalancing

To ensure your investments remain aligned with your selected investment options, the Strategy Allocated Pension Division offers an automatic rebalancing facility. If selected, this facility ensures that investments are reviewed at a given date and where assets in an investment option differ from the allocation selected by you for that particular option, Oasis will:

Sell investments that are over the selected allocation; and

Buy investments that are under the selected allocation.

You can elect to have your investments automatically rebalanced on a quarterly, half yearly or annual basis.

Fund performance

Strategy has aligned itself with Australia’s leading fund managers to provide you with a wide range of investment options. Information about the performance of the funds listed within the Strategy Retirement Fund can be obtained by contacting your Financial Adviser or Strategy Client Services.

A dedicated Client Services team

Any enquiries you may have regarding your Allocated Pension account can be directed to Strategy Client Services – a team of individuals who are dedicated to consistently delivering high service standards. Utilising one of the fastest growing administration platforms in Australia, Strategy Client Services provides you with quality and consideration that is unsurpassed in the financial services industry.

Online access to your investment information

Upon joining Strategy, you will be issued with an Investor code and password enabling you to easily and conveniently manage your investments online. You will be able to securely access online web pages and reports, providing you with immediate information relating to account balances, investment and pension payment details.

Competitive fee structure

As an Investor within the Strategy Allocated Pension you benefit from efficiencies achieved through advanced technologies and a wide range of investment choices at a competitive fee structure, delivering high value at a minimum cost.