Energy Super - Income Stream

Past 5-year return
11.99%
Admin fee
$52
Calculated Fees on 50k
$567
Energy Super is an industry super fund run only to benefit members. We are committed to offering our members:
Strong investment returns;
A wide range of investment options to suit different investors;
Access to financial advice, including convenient over the phone advice at no extra cost to members;
Competitive, low fees;
Products and services tailored specifically to the energy industry;
Continued regional access to our seminar program, covering a range of super and wealth management topics.
Energy Super was founded upon serving members from the energy sector. The fund is available to members across all industries. An initial investment of $10,000 is required to commence the Income Stream product. Energy Super is a 2018 Career Fund of the Year finalist.Energy Super Income Stream offers members five diversified and four single sector investment options. The funds Balanced option has outperformed the relevant SuperRatings Index over the short and long term. Fees for the Energy Super Balanced Option investment option are lower than the industry average across all account balances assessed. The administration fee is capped at $1,100 per annum for members with balances over $500,000 and investment switching is free if completed online. Pension payments are made on a fortnightly, monthly, quarterly, half-yearly or annual basis to the member's nominated bank account and members can nominate a drawdown strategy. The fund allows payments to automatically increase with CPI and offers estate planning features such as binding nomination and reversionary pension.Energy Super provides in-house financial planning to all members, with the first consultation free of charge and access to reduced-cost banking products and health insurance.

Fees & fund features

Admin fee
Admin fee
$52
Exit fee
Exit fee
$65
Financial planning service
Financial planning service
Credit cards
Credit cards
Insurance life event increases
Insurance life event increases
Investment fee
Investment fee
0.39%
Account size discount
Account size discount
Health insurance
Health insurance
Binding nominations
Binding nominations
Anti-detriment payments
Anti-detriment payments
Switching fee
Switching fee
$28
Employer size discount
Employer size discount
Home loans
Home loans
Non-lapsing binding nominations
Non-lapsing binding nominations
Long term income protection
Long term income protection
Admin fee
Admin fee
$52
Exit fee
Exit fee
$65
Financial planning service
Financial planning service
Credit cards
Credit cards
Insurance life event increases
Insurance life event increases
Investment fee
Investment fee
0.39%
Account size discount
Account size discount
Health insurance
Health insurance
Binding nominations
Binding nominations
Anti-detriment payments
Anti-detriment payments
Switching fee
Switching fee
$28
Employer size discount
Employer size discount
Home loans
Home loans
Non-lapsing binding nominations
Non-lapsing binding nominations
Long term income protection
Long term income protection
Fund fees vs. Industry average
Fund past-5-year return vs. Industry average
Investment allocation
Investment option performance
+ View additional option performance information
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