company logo

CareSuper Personal Plan

Past 5-year return
9.93%
Admin fee
$78
Calculated Fees on 50k
$673
Compare
13 investment options including the DIO
Consistent and strong historical investment returns
Access to discounted banking and insurance products
Extensive services for members including online education, seminars and access to financial planning advice
Flexible insurance cover you can apply for at affordable rates
Transparent and simple fee structure
CareSuper is a public offer industry superannuation fund established in 1986 to cater to the professional, managerial and administrative industries. The fund was a finalist of the 2019 MyChoice Super of the Year award and has achieved a Platinum rating for the past 15 consecutive years, demonstrating its strong performance across our key assessment criteria. Members have access to 12 Diversified and Single Sector investment strategies, including the Sustainable Balanced option for the ethical investor. Access to Term Deposits, ETFs, ASX300 Shares and selected LICs is also provided through the Direct Investment option; however, additional costs may apply. CareSuper's Balanced option has provided strong investment returns to members, outperforming the SuperRatings Index over each time period assessed to 30 June 2018. CareSuper's fees for the Balanced option are lower than the industry average across all account balances assessed, with the asset administration fee capped at $500 pa. No switching fees are charged; however, exit fees apply for partial and full withdrawals.A full suite of insurance cover, including Death, Total & Permanent Disablement (TPD) and Income Protection (IP) insurance cover are available to members upon application. IP with a benefit period of 2 years or 5 years, covering up to 85% of the first $423,530 of salary, is available following a 30, 60 or 90 day waiting period. Additional benefits such as discounted banking products, health insurance, online tax return services, access to financial planners and SMSF wind-up services are also available to members.

Fees & fund features

Admin fee
Admin fee
$78
Administration fee (%)
Administration fee (%)
0.19%
Indirect Cost Ratio (%)
Indirect Cost Ratio (%)
0.84%
Exit fee
Exit fee
$40
Financial planning service
Financial planning service
Credit cards
Credit cards
Insurance life event increases
Insurance life event increases
Investment fee
Investment fee
0.16%
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
$78
Administration fee (%)
Administration fee (%)
0.19%
Indirect Cost Ratio (%)
Indirect Cost Ratio (%)
0.84%
Exit fee
Exit fee
$40
Financial planning service
Financial planning service
Credit cards
Credit cards
Insurance life event increases
Insurance life event increases
Investment fee
Investment fee
0.16%
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
1 - 4 of 4
Product
Past 5-year return
Admin fee
Past 5-year return
Company
Calculated Fees on 50k
Features
SuperRatings awards
Go To Site
More Info
Compare

More details

More Info
Compare

More details

More Info
Compare

More details

More Info
Compare

More details

Compare your product with the big 4 banks, or add more products to compare
As seen on