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max Super Fund - Personal

Past 5-year return
New fund
Admin fee
$0
Calculated Fees on 50k
$564
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No information was provided by the fund to SuperRatings, hence an alert rating may be given in areas where a qualitative assessment cannot be made. For available information refer to the fund's PDS.
max Super Fund Personal was established in 2005 to service the retirement needs of members from a wide range of industries. The fund works with experienced investment managers, such as BlackRock, and insurance provider AIA Australia to provide members with a competitive product.max MySuper Balanced is the fund's default investment option, whilst choice members may also select from a range of diversified and single sector investment options. The Balanced option underperformed the relevant SuperRatings Index over the 3 years to 30 June 2018.Fees are lower than the industry average across all account balances assessed. The fund does not charge switching fees, although an exit fee and buy-sell spread may apply.max Super’s insurance offering allows eligible members to apply for up to $5 million of Death cover and $2 million of TPD cover. Income Protection is available covering up to 75% of salary with a 2 year benefit period. Members have access to personal information, as well as superannuation consolidation facilities, calculators and educational material on the fund's website.
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Fees & fund features

Admin fee
Admin fee
$0
Administration fee (%)
Administration fee (%)
1.02%
Indirect Cost Ratio (%)
Indirect Cost Ratio (%)
0.00%
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
0.10%
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
$0
Administration fee (%)
Administration fee (%)
1.02%
Indirect Cost Ratio (%)
Indirect Cost Ratio (%)
0.00%
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
0.10%
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
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