The
BlackRock SuperSMA offers superannuation investors the ability to invest in a professionally managed share portfolio while retaining benefits associated with superannuation products such as insurance cover and the ability to accept rollovers, co-contribution amounts and funds from other sources.
Key Features
- Transparency: visibility of underlying securities.
- Beneficial ownership: be eligible for dividends and franking credits
- Professionally managed: an investment team will manage each investment model on an ongoing basis.
- Superannuation contributions: individual, employer, co-contributions and rollovers.
- Insurance: choice of Death Only, Death and Total & Permanent Disablement (TPD) or Income Protection cover.
How does SuperSMA work?
Each investor has a separate account into which their investments are allocated. This personal portfolio is constructed using one or a range of model portfolios. There are currently 54 model portfolios within 8 investment strategies to help you construct a unique blended portfolio of direct equities to help meet your retirement objectives.
Key Features
| Available Investment Strategies |
54 model portfolio options across:
- Australian equities
- International Equities
- Property
- Alternative
- Ethical
- Diversified
- Hybrid & Fixed Income
- Cash
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| Minimum Investment |
No minimum investment |
| Contribution Fee |
NIL |
| Fees+ |
0.97% pa |
| Brokerage |
Maximum 0.05% |
Fees are calculated daily and deducted monthly; fees comprise of Fund Administration Fee, Underlying Investment Administration Fee and 2020's Dealer Group Service Fee. Investment fees may also apply on some Model Portfolios. This is a summary only, other fees and costs may apply. Please refer to the PDS for full details.
Insurance cover
AIA Australia Limited provides insurance cover to SuperSMA investors including a choice of Death Only, Death and Total & Permanent Disablement (TPD) or Income Protection cover.
How to Apply
Please download and read the BlackRock SuperSMA product disclosure statement and complete the application form. Post your original application form to the Administrator. |
Administrator:
Grosvenor Pirie Management Ltd
GPO Box 263
Sydney NSW 2001 |
Existing Investors
Please visit the Investor Centre to access your Investor Login. |
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Managing your Account
Grosvenor Pirie Management Ltd will assist in queries related to your account. They can be contacted at can be contacted by email: blackrocksupersma@gpml.com.au or telephone 1300 366 657. Please visit the FAQ page to find out how to manage your SuperSMA. |
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| Fee Disclosure |
| 2020 DIRECTINVEST will receive a Dealer Group Service Fee of up to 0.22% pa. |
 | BlackRock SuperSMA PDS & Application form |
| Insurance Application form |
| Easy Transfer form (Rollover) |
| Beneficiary Nomination form |