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| Rebate Offer |
4.1% (100%) |
| Minimum Initial Investment |
NIL |
| Expected Close Date |
Ongoing |
| Description |
Access increased flexibility, choice, simplicity and service as a member of Spectrum Super. |
| Product Disclosure Statement |  Download Product Disclosure Statement (PDS) |  Request Product Disclosure Statement (PDS) |
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Spectrum Super is an all-in-one solution for both personal and employer super. Increased flexibility, extensive investment choice and dedicated customer service staff enable investors to more effectively take control of and manage their super. SMF Funds Management Limited is the trustee and administrator of Spectrum Super, and is a subsidary of Australian Wealth Management Limited.
100% entry fee rebate
Invest in Spectrum Super via 2020 DIRECTINVEST and we will rebate 100% of the 4.1% entry fee on your initial investment, any rollovers and all future contributions. Request a product disclosure statement with the application form coded for 100% rebate.
Existing Spectrum Super members:
Access contribution fee rebates without needing to move your super. Entry fees of 4.1% are typically deducted from all personal and employer contributions made into Spectrum Super accounts. Nominate 2020 as your investment broker and we will code your account for a 100% rebate of all future contribution fees. It is as easy as completing this one page from.
Benefit from the extensive menu of single-manager and multi-manager investment options available through Spectrum Super. Investment options include sector-specific funds investing in Australian shares, international shares, property, fixed interest, and cash, as well as specialist and diversified funds. Ready-made multi-manager portfolios are also available, and are blended and monitored by Spectrum Super based on investment style and management, experience and consistency, and potential to add value in the long term.
SMF Spectrum provides efficient administration and regular communication, with benefit statements sent twice a year, and investors have online access to personal account information at any time via the SMF Funds Management website. Contributions can be made by BPAY, cheque or direct debit, and dedicated customer service staff answer the phones, as opposed to phone menu systems.
| Fee Disclosure | | 2020 DIRECTINVEST will rebate 100% of the 4.1% entry fee on investments in the SMF Spectrum Super Plan as additional units. 2020 DIRECTINVEST may receive a trailing commission of up to 0.70% pa. This trailing commission is paid by SMF Funds Management Limited and is NOT an additional charge to the investor. |
| Download Product Disclosure Statement (PDS) | | Request Product Disclosure Statement (PDS) |
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| Contribution Fees | Access the Spectrum Super plan and other superannuation master trusts with no contribution fees.
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