Key features - superannuation

A comprehensive range of investment options



The Strategy superannuation service offers access to a carefully selected range of investment options including:

  • around 200 managed funds
  • leading companies listed on the ASX 200 and a selection of exchange traded funds (ETFs)
  • term deposits
  • cash.

Together with a financial adviser, investors can tailor investments according to individual preferences, tolerance to risk and return and retirement goals.


Direct shares service



An online share trading facility is available for advisers on the Strategy platform. It offers real time trading and web-based corporate action management.

Advisers will be able to use this new service to place instructions to buy and sell shares directly in the market, take up any corporate actions that may affect their clients’ holdings, view clients’ share holdings and peruse live ASX data.

Advisers can place orders at any time the ASX is open and receive electronic confirmation of their transaction.


Insurance cover options



Strategy provides members with a selection of comprehensive Group Insurance options including:

  • Death Only Cover
  • Death and Total / Permanent Disablement Cover
  • Salary Continuance Cover.

OneCare Insurance - a feature rich and fully integrated insurance solution - is also available through the Strategy superannuation service. The OneCare offering includes:

  • Life Cover
  • TPD Cover
  • Income Secure Cover
  • Extra Care Cover.


Dollar cost averaging



Strategy allows members to ‘dollar cost average’ - an investment method that takes advantage of changes in market price over long periods of time. Members can invest a set amount of money on a regular basis, taking the guess work out of when to invest.


Automatic rebalancing



To ensure investments remain aligned with selected investment options, Strategy superannuation 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 for that particular option, the facility will (based on the investor's instructions):

  • sell investments that are over the selected allocation
  • buy investments that are under the selected allocation.


Flexibility in making contributions



Strategy superannuation allows members, their employer and spouse the flexibility and convenience to make superannuation contributions via cheque, EFT/Easy Payment, BPAY or Direct Debit Request (DDR).


Investor online access



Upon joining Strategy, members will be issued with an investor code and password enabling them to easily and conveniently view their superannuation account online. Members will be able to securely access online web pages and reports, providing them with up-to-date information relating to their account balances, investment and insurance details.


Competitive fee structure



Members of the Strategy superannuation service 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 detailed tax reporting at the individual account level covering:

  • contributions tax
  • earnings tax
  • capital gains tax
  • tax credits and benefits.


Our Client Services team



All superannuation account enquiries can be directed to Strategy Client Services – a team of individuals who are dedicated to consistently delivering high quality service standards.

Phone: 1300 368 458
Fax: 02 4224 1901
Email: contactus@strategyportfolio.com.au