Super investing made easy
With Suncorp’s new ‘lifestage fund’ investment option, we get on with managing your money so you can get on with other things.
- Introducing the Suncorp Lifestage Fund, a new investment option in Suncorp WealthSmart.
- It’s a new way of investing your super, where Suncorp allocates you an investment mix and automatically changes it for you over time.
- Available from 1 January 2014.
Having your super money in the right investment option for your age, risk profile and retirement goals is critical. Yet many of us find making this decision all too hard – or simply don’t have the time to look into it.
If that sounds like you, you might like the idea of leaving all the work to us.
Welcome to the world of ‘lifestage investing’
With our new Suncorp Lifestage Fund we do it all for you by allocating you a diversified mix of investments determined by your age. And as you get older, we’ll automatically change it to better suit your changing needs and risk profile over time.
In other words, we’ll get on with managing your money, and you can get on with your life.
What’s good about our Suncorp Lifestage Fund?
- You don’t have to do a thing – we make the investment decisions for you
- Your money will always be invested in a way appropriate to your age
- Low fees
- Your money is ‘diversified’ (spread across different investments)
- It’s managed by Suncorp’s investment partner Ibbotson Associates Australia, a world leader in investing.
When is it available?
We’re adding the Suncorp Lifestage Fund to the Suncorp WealthSmart investment menu from 1 January 2014, along with a few more changes. Learn more about changes to your super account.
Want to learn more?
Full details about the Suncorp Lifestage Fund will appear in Suncorp WealthSmart’s new Product Disclosure Statement, which will be issued at suncorp.com.au/super/forms-documents before 1 January 2014.
If you’ve got any questions give us a call on 13 11 55 (and ask for ‘Super) weekdays between 8am and 6pm (Eastern Standard Time).
And as always, if you need advice about which option might be best for you, talk to your adviser.
This information is current as at 5 November 2013 and may be subject to change. It has been prepared without taking into account a person’s objectives, financial situation or needs. For that reason, before acting on this information, a person should consider its appropriateness having regard to their own objectives, financial situation and needs. Where the information relates to the acquisition, or possible acquisition, of a particular product, a person should read and consider the relevant Product Disclosure Statement (PDS) in deciding whether to acquire, or continue to hold, the products.
Suncorp WealthSmart Personal Super, Suncorp WealthSmart Business Super, Suncorp WealthSmart Pension and Suncorp Everyday Super are provided by Suncorp Portfolio Services Limited ABN 61 063 427 958 (Trustee). Suncorp-Metway Ltd ABN 66 010 831 722 (Suncorp Bank) is not liable or responsible for, and does not guarantee or otherwise support, Suncorp Everyday Super accounts. Suncorp Everyday Super accounts are not a bank deposit product.