A comprehensive range of investment choice

Strategy offers you access to a diverse 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.

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.

Insurance cover options

Strategy also provides you with a selection of comprehensive insurance options including:

Death Only; or

Death and Total / Permanent Disablement; and

Salary Continuance.

Your Adviser will assist you in tailoring the type and amount of insurance cover to suit your particular needs in a cost effective manner.

Automatic rebalancing

To ensure your investments remain aligned with your selected investment options, the Strategy Employer Superannuation Plan offers an automatic rebalancing facility. If selected, this facility ensures that the Plan reviews investments at a given date and where assets in an investment option differ from the allocation selected by you for that particular option, the Plan 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 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 Employer Superannuation Plan can be accessed by contacting your Financial Adviser or Strategy Client Services.

Portability

The flexibility of the Strategy Employer Superannuation Plan ensures that you can remain a Strategy Investor and continue your contributions should you change employers.

Protection of small account balances

If your account balance is less than $1,000 the Plan will limit the amount of fees and charges to protect your investment.

A dedicated Client Services team

Any enquiries you may have regarding your Strategy Employer Superannuation 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 superannuation online. You will be able to securely access online web pages and reports, providing you with immediate information relating to account balances and investment details.

Competitive fee structure

Becoming a member of the Strategy Employer Superannuation Plan ensures that you will benefit from the most advanced financial services technology and investment choices at a competitive fee structure, delivering high value at a minimum cost.