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The Portfolio Service - Super Essentials

Past 5-year return
New fund
Admin fee
$96
Calculated Fees on 50k
$586
Extensive investment menu - over 100 research managed funds and over 200 listed investments.
In-house research means the investment menu is constantly monitored to ensure that performance is in line with their objectives.
Low admin fee and product pricing supports a 'fee for service' advice model.
Competitive insurance premiums for white collar professionals aged 35-55.
The Portfolio Service (TPS) product suite caters to those members seeking a superannuation or pension product with flexible features which can be managed through the use of a financial adviser. The product is closed to new members.The Retirement Income Plan provides an extensive investment menu consisting of managed funds, listed investments and term investments. Past performance data is limited and therefore cannot be accurately measured against the relevant SuperRatings indices.Fees are lower than the industry average across all account balances assessed. Some fees are negotiated between the employer and the Plan adviser. Withdrawals and switches can be made free of charge. Members working more than 15 hours per week can apply for Death, Total & Permanent Disablement (TPD) or Income Protection (IP) cover. Members have access to unlimited Death cover and up to $5 million Total and Permanent Disability cover. Income Protection (IP) cover provides members with up to 85% of salary coverage (including 10% super contributions), with benefit payment periods over 2 years, 5 years or to age 65 and a 30, 60 or 90 day waiting period.Other features include a financial planning service with a fee-for-service option; and a dedicated adviser website allowing access to client details and to provide consolidated reporting.

Fees & fund features

Admin fee
Admin fee
$96
Exit fee
Exit fee
$0
Financial planning service
Financial planning service
Credit cards
Credit cards
Insurance life event increases
Insurance life event increases
Investment fee
Investment fee
0.55%
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
$96
Exit fee
Exit fee
$0
Financial planning service
Financial planning service
Credit cards
Credit cards
Insurance life event increases
Insurance life event increases
Investment fee
Investment fee
0.55%
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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