A diverse range of investment choices

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.

You will also have access to over 100 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.

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 Superannuation and Rollover Division offers an automatic rebalancing facility. If selected, this facility ensures that investments are reviewed at established intervals and where assets in an investment option differ from the initial allocation selected by you for that particular option, the Administrator, 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.

Flexible Investment Management

As a Strategy Investor you have the unique flexibility to choose how to manage your:

Deposits;

Existing investments;

Income distributions; and

Cash Account.

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 superannuation account can be directed to Strategy Client Services – a team of individuals who are dedicated to consistently delivering high quality 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 up to date information relating to your account balances, investment and insurance details.

Competitive fee structure

Becoming a member of the Strategy Retirement Fund ensures that 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.

Tax at the Individual Level

Strategy offers Investors detailed tax reporting at the individual level covering:

Contributions tax;

Earnings tax;

Capital Gains tax; and

Tax credits / benefits.

Flexibility in Making Contributions

The Strategy Retirement Fund allows you, your employer and spouse the flexibility and convenience to make superannuation contributions via direct deposits, cheque or BPAY.