In This Section

• General FAQs
• Super FAQs
• Trust FAQs

Terms & Conditions
Financial Services Guide
Privacy Policy

Client Log-in:  Trusts  |  Super

Home  »  Frequently asked questions

 

Printer Friendly Version

Superannuation Definitions What is meant by ‘retail’ superannuation? What is a trustee? What is a strategy? General What are the benefits of investing with Australian Ethical? What are the risks associated with investing in a superannuation strategy? How is risk managed? Which superannuation strategy should I invest in? Do I have a choice of super fund? Can I invest in Australian Ethical's Superannuation Fund if I have a self-managed superannuation fund (SMSF)? Performance What investment returns can an investor in the Fund expect? How is the unit price calculated? Your superannuation account Is there a cooling-off period? What sort of superannuation accounts are there? What types of contributions are accepted in the accumulation and rollover account? Am I eligible for super co-contributions? Do I need to apply for the super co-contributions? What are concessional contributions? What are non-concessional contributions? What are the accumulation and rollover contribution rules? Fees and discounts Where do I find information on fees and costs? Can I obtain a contribution fee discount? What is the impact of the contribution fee on your investment? Keeping you informed Can I access my information online? How often will I receive statements and information? Where do I find… Forms to change my superannuation?

Trusts Definitions What is a managed fund or investment trust? What is a responsible entity? What is a withdrawal (redemption)? General What are the benefits of investing with Australian Ethical? What are the risks associated with investing in a managed fund or investment trust? Which investment trust should I invest in? What individual investments are in the portfolios? What is the minimum amount I need to invest in a trust? What if I am investing as a joint unitholder? What if I want to invest for my child or grandchild? Performance What investment returns can an investor in Australian Ethical's trusts expect? How is the unit price calculated? Your trust investment  Is there a cooling-off period? What happens if I invest just before or just after a distribution? Can I change my investment? Is my distribution taxable? How do I withdraw my investment, when will I get the money and does it cost me to do this? Fees and discounts Where do I find information on fees and costs? Can I obtain a contribution fee discount? What is the impact of the contribution fee on your investment? Keeping you informed Can I access my information online? How often will I receive statements and information? Where do I find… Forms to change my trust investment? BPAY instructions and biller codes for my trust investments?