Australian Ethical Superannuation

Superannuation Administrator - transition update

The Australian Ethical Retail Superannuation Fund offers both accumulation/rollover accounts and account based income streams (allocated pensions). A separate account is established for each member of the Fund. 

All strategies invest in accordance with the Australian Ethical Charter.

Investment options

Product summary

The table below is a summary only.  Please click on the links for more information within each section, or see the Product Disclosure Statement (PDS) for full details.

Fund investments:

• Balanced Strategy
• Equities Strategy
• Large Companies Share Strategy
• World Strategy
  
• Income Strategy
  

All strategies currently invest through the corresponding Australian Ethical investment trust.

Superannuation is a tax effective way to invest and grow your retirement savings. It is important that you understand how superannuation is taxed. See What about taxation in the Product Disclosure Statement. 

You may be able to change your mind after you make an investment with us. (See the PDS for details)

Dispute resolution:

We will respond to any complaint within five business days, and seek a resolution of the complaint as soon as possible, and certainly within 90 days. If you are not satisfied with our handling of a complaint or with a decision we have made, you may contact the Superannuation Complaints Tribunal.

Other Information:

Trust Deed - the Fund is governed by a trust deed and operated according to its terms by Australian Ethical Superannuation as trustee. The trustee has a general power to amend the deed. Download the trust deed (PDF file 2.2MB) or a copy is available from the trustee on request.

Details about the following are available from page 60 in the Product Disclosure Statement:

• Lost members
• Eligible Rollover Fund
• Superannuation and family law
• The auditor
• Interest of directors of the trustee
• Conflicts of interest
• Anti-money laundering / counter-terrorist financing