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Aon Master Trust Personal Super - Essentials

Past 5-year return
10.30%
Admin fee
$87
Calculated Fees on 50k
$602
Access to additional benefits via a range of financial products and services, and the WeCare program.
Option to transfer in other super fund or retail insurance with no additional underwriting and at group rates. Flexible, value-for-money Death/TPD/Income Protection options, with, minimum level Death and TPD cover. Short/long-term income protection with choice of waiting/benefit payment periods.
Comprehensive education material, including insurance application tools for advisers and online super, retirement and insurance calculators.
Pension consolidation account (to help individuals consolidate/add to their super monies before starting a Pension).
Aon Master Trust Personal Super - Essentials was introduced in 2010 and is designed for individuals, the self-employed and for companies with less than five employees.Members are offered a broad selection of over 30 Pre-Mixed and Single Sector investment options, as well as a Direct Investment Option, which provides access to Direct Shares, ETFs and Term Deposits. The Balanced Growth - Index option has historically provided strong returns compared with the SuperRatings Index.Fees are lower than the industry average across all account balances assessed and a portfolio rebate applies for balances over $250,000. No fees are charged for switching investments; however, an exit fee applies for withdrawals. A full suite of insurance cover is offered, with a minimum level of Death, Total & Permanent Disablement (TPD) insurance cover automatically provided to eligible members upon joining the fund. Income Protection is available to a maximum of 75% of salary, with benefit payment periods of 2 years, 5 years or to age 65 and a choice of a 30-day, 60-day or a 90-day waiting period.The fund offers access to online calculators, scaled advice and full financial planning. Additionally, the WeCare program offers members and their families benefits such as legal advice, home assistance, funeral assistance, counselling and grief services.

Fees & fund features

Admin fee
Admin fee
$87
Exit fee
Exit fee
$80
Financial planning service
Financial planning service
Credit cards
Credit cards
Insurance life event increases
Insurance life event increases
Investment fee
Investment fee
0.53%
Account size discount
Account size discount
Health insurance
Health insurance
Binding nominations
Binding nominations
Anti-detriment payments
Anti-detriment payments
Switching fee
Switching fee
$0
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
$87
Exit fee
Exit fee
$80
Financial planning service
Financial planning service
Credit cards
Credit cards
Insurance life event increases
Insurance life event increases
Investment fee
Investment fee
0.53%
Account size discount
Account size discount
Health insurance
Health insurance
Binding nominations
Binding nominations
Anti-detriment payments
Anti-detriment payments
Switching fee
Switching fee
$0
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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