Strategy Employer Superannuation Plan

Strategy Employer Superannuation Plan



Employer benefits

The Strategy Employer Superannuation Plan has been developed specifically to assist an organisation in managing their superannuation obligations.

The plan provides employers with effective and efficient administration, a range of contribution methods, choice of investments and insurance cover.

The employer’s financial adviser can select a range of investment options from Australia's leading fund managers to tailor an investment strategy that best suits an organisation's requirements, and those of its employees.

After establishing a company sub-plan, the employees will benefit from membership in a professionally managed superannuation plan.

Benefits to an organisation also include, comprehensive superannuation guarantee reporting, regular communication and easy access to up to date information through an online service which enables the employer to view and reconcile their employee contributions, investment and insurance details and general information.


Employee benefits

The Strategy Employee Superannuation Plan is a flexible and cost effective way to assist employees in saving for their retirement.

As members of the plan, employees have the option to seek guidance from a financial adviser who can select a range of investment options from Australia's prominent fund managers to tailor an investment strategy that best suits their individual circumstances and requirements. Employees have the flexibility to make contributions and choose from a range of comprehensive investment and insurance options.

Benefits also include regular communication and easy access to up-to-date information through an online service that enables employees to view their account balance, investment and insurance details and general information.


For the latest product disclosure statements and forms, click here.



Contact our Client Services team



All Employer and Personal Superannuation Plan 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