Direct Shares, ETFs, LICs, Managed Funds, IPOs and Term Deposits.
Flexibility to choose the right insurance provider for your needs and fund your Death, TPD and Income Protection through your Super.
Comprehensive portfolio reporting and 24/7 account access.
Link family accounts to receive an administration fee discount.
Highly trained and passionate customer service team based in Australia.
Our Personal Super account can receive contributions made by your employer and any other eligible contributions and rollovers from other funds.
You have transparency over your investments and fees and choice on how to fund your insurance cover.
Ability to invest in ASX listed direct equities
Individual HIN for every member – CHESS sponsored by broker
Ability to fully participate in corporate actions
Ability to off market transfer shares in and out of the fund
Clients receive franking credits when dividend is paid
If you have reached your Preservation Age, i.e. the age you can access your super, you can start a Transition to Retirement (TTR) Income Stream and supplement your income while still working.
If you are in or near retirement, our account based pension provides a tax-advantaged solution for generating a regular income from your superannuation.
If you are retired, you may be able to rollover the full proceeds of your existing Term Allocated Pension (TAP). Special conditions relate to TAPs, further information can be found here.
AMG MySuper is an approved low cost MySuper product
Unrivalled level of investment flexibility for employees
AAA independently rated fund
Automatic insurance cover at low costs
Ability to transfer any existing insurance within super
Full online account access for employers and employees
Clearing house facility