The information in the:
- Product Disclosure Statement for the Personal Superannuation Division of the Mercer Super Trust; and
- Product Disclosure Statements for those employer plans in the Corporate Superannuation Division of the Mercer Super Trust with accumulation style members or defined benefit members with accumulation style super,
is updated to provide for Mercer SuperAdvice.
Refer to the Mercer Super Trust update - Mercer SuperAdvice December 2009 for details.
Mercer SuperAdvice is an offer exclusively for members of the Mercer Super Trust. You can now experience the benefits of qualified financial advice provided by a Mercer financial adviser in relation to your Mercer Super Trust account with the fees conveniently deducted from your super balance.
Mercer SuperAdvice allows you to meet face-to-face with an experienced Mercer financial adviser to develop a financial plan that relates to your super and benefits in the Mercer Super Trust.
What’s great about Mercer SuperAdvice is that the cost of your personal financial advice package can be paid out of your super balance in the Mercer Super Trust – rather than paying for it directly!
You can take advantage of Mercer SuperAdvice by choosing from one of the packages below, as long as you have a minimum of $5,000* in your Mercer Super Trust account after the advice fees are paid. You’ll see the deduction on your next member statement.
Mercer SuperAdvice is available to members of the:
- Personal Superannuation Division of the Mercer Super Trust; and
- Corporate Superannuation Division of the Mercer Super Trust with accumulation style super or defined benefit super with an accumulation style super account balance.
*Defined benefit members will need to have a balance of at least $5,000 in their accumulation style super account after the deduction of the advice fees to participate in Mercer SuperAdvice.
The Mercer SuperAdvice packages
Through a face-to-face advice appointment, your Mercer financial adviser will work with you to assess your retirement income needs and develop a written Statement of Advice that covers the following topics.
SuperAdvice Standard
$1,250 (including GST) per Statement of Advice |
- Your superannuation investment strategy in the Mercer Super Trust – what type of investments are most suitable for you?
- Your contribution strategy – what level of contributions will provide an adequate amount of savings when you retire?
- Insurance cover through the Mercer Super Trust – what's the right amount of insurance cover for you and what is available within the Mercer Super Trust?
- A projection of your expected retirement position
|
SuperAdvice for over 55's
$2,500 (including GST) per Statement of Advice
This fee includes an additional meeting for implementation of your retirement plan if required. |
- A projection that shows your progress toward your retirement goals
- Strategies for boosting your super through personal contributions
- An assessment of your risk profile and appropriate investment strategy
- A review of your insurance cover within the Mercer Super Trust
- How to use transition to retirement strategies to achieve a better retirement outcome
|
To get started, fill in the form below and a Mercer consultant will contact you to make your SuperAdvice appointment with your Mercer financial adviser.
During your appointment, your financial adviser will ask you to fill in a form that gives the trustee authority to deduct the relevant advice fee from your Mercer Super Trust account.
Before making any decisions about your super, you should read the relevant Product Disclosure Statement for any super fund you are considering. You can view or download a copy of the Product Disclosure Statement for the Personal Superannuation Division online, or request a printed a copy by calling our Helpline on 1800 633 403. If you are an existing member of the Personal Superannuation Division or the Corporate Superannuation Division of the Mercer Super Trust you can also access the Product Disclosure Statement applicable to you by logging in to your Mercer Super Trust account.
Other Mercer financial advice services
Mercer still offers comprehensive face-to-face financial advice on a broad range of topics regarding your financial wellbeing — including estate planning, investments, personal insurance, social security, self-managed super funds and more. This broader financial advice may incur a fee and any fees will need to be paid directly. For more information call the Helpline on 1800 633 403.
By submitting these details I agree that Mercer (Australia) Pty Ltd (Mercer) ABN
32 005 315 917 may use this information to contact me and send me product information.
I understand that contact may be by a Mercer financial adviser within two business
days of receiving my submitted personal information. Any financial advice provided during a SuperAdvice consultation will be provided by a Mercer financial adviser, who is an authorised representative of MINL.
The above contact details include personal information like my name, email address
and phone number. Mercer follows the National Privacy Principles as described in
Privacy Act 1988 (Commonwealth) and has a privacy policy which describes in detail
the way in which it handles information collected through this website. If you wish
to view this privacy statement, please click on the link below.
Top
