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legalsuper Personal

Past 5-year return
10.76%
Admin fee
$68
Calculated Fees on 50k
$553
Dominant fund for national legal profession (1/3 of national profession are members)
11 diversified and single-sector investment choices including DIO
High level of automatic insurance
Field team to service member and employer base
Ancillary benefits (8% NIB health insurance discount, Members Equity, Link Advice)
Online account management
Established in 1989, legalsuper is a public offer industry fund dedicated to serving the legal community. The Personal Division caters specifically to individuals wishing to contribute directly to the fund. legalsuper is a finalist for the 2017 SuperRatings Rising Star Award, in recognition of its consistent improvements to its product offering which have significantly enhanced member value. Members have access to 11 Diversified and Single-Sector investment strategies, which include a Socially Responsible option. Furthermore, access to ASX300 shares, Term Deposits, ETFs and a selection of LICs is also available via the Direct Investment Option (Use of this option entails additional costs). The Balanced option has outperformed the SuperRatings Index over the short to long term. Fees for the Balanced option are below the industry average across all assessed account balances. The administration fee is capped for account balances over $350,000 as at 30 June. No Switching fees are charged, although transactional costs may be incurred when changing investment options. Exit fees also apply.legalsuper's Death Only, Death & TPD and Income Protection (IP) offerings remain competitive compared to industry peers following a review in October 2016. Members can apply for unlimited Death cover and up to $3 million of Death & TPD insurance. With a choice of 2 year, to age 60 or to age 65 benefit periods available, the fund's IP cover provides greater flexibility to members.legalsuper members have access to workplace seminars and one-on-one meetings with Client Service Managers. The fund supports professional development for its members, and has been working with SANE Australian on Mental Health Programs.

Fees & fund features-0

Admin fee
Admin fee
$68
Exit fee
Exit fee
$50
Financial planning service
Financial planning service
Credit cards
Credit cards
Insurance life event increases
Insurance life event increases
Investment fee
Investment fee
0.68%
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
$68
Exit fee
Exit fee
$50
Financial planning service
Financial planning service
Credit cards
Credit cards
Insurance life event increases
Insurance life event increases
Investment fee
Investment fee
0.68%
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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