Mercer Portfolio Super Account- Category 2
- Last updated on 04 Jul 2020
QSuper Lifetime
Pay no transaction or switching fees and enjoy a range of different investment options
$0
$740
Established in 2001, Mercer Portfolio Service is designed for members seeking an extensive range of investment options as well as sophisticated and detailed reporting on their superannuation savings. Members have access to an extensive range of investment options, including more than 200 managed funds, direct shares and term deposits. The Mercer Growth option outperformed the SuperRatings Index over the 10 year period to 30 June 2019.Fees are higher than the industry average across all account balances assessed. However, discounts do apply on the administration fee for account balances that exceed $250,000. Further savings through family group linking are also available. Members have access to group insurance cover under the LifeProtect Insurance product, including Death, Total & Permanent Disablement (TPD) and Income Protection (IP) insurance. Premiums are tailored on an individual basis, and we are therefore unable to provide an accurate assessment at this time.Members have access to Mercer financial advisers who can tailor super and retirement solutions to suit their needs. Mercer Super Trust's website incorporates Mercer Magazine and a Retirement Income Simulator tool. The fund's secure website further allows members to consolidate super, view and update account details, as well as perform transactions.
Admin fee $0 | Health insurance |
Administration fee (%) 0.5% | Binding nominations |
Indirect cost ratio (%) 0.24% | Anti-detriment payments |
Exit fee $0 | Switching fee $100 |
Financial planning service | Employer size discount |
Credit cards | Home loans |
Insurance life event increases | Non-lapsing binding nominations |
Investment fee 0.74% | Long term income protection |
Account size discount |
Fund fees vs. Industry average
Fund past-5-year return vs. Industry average
Investment allocation
Investment option performance
Product | Past 5-year return | Admin fee | Company | Calc fees on 50k | Features | SuperRatings awards | Go to site | |
|---|---|---|---|---|---|---|---|---|
4.55% | $0 | Mercer Portfolio Super Account- Category 2 | $740 | Advisory services Death insurance Income protection Online access Term deposits Variety of options | | More details | ||
4.44% | $90 | Mercer SmartPath - MySuper | $767 | Advisory services Death insurance Income protection Online access Term deposits Variety of options |   | More details | ||
4.30% | $90 | Mercer Super Trust - Corporate Superannuation Division | $792 | Advisory services Death insurance Income protection Online access Term deposits Variety of options |    | More details | ||
New Fund | $0 | Kogan Super | $335 | Advisory services Death insurance Income protection Online access Term deposits Variety of options |  | More details | ||
New Fund | $0 | Mercer Portfolio Super Account- Category 1 | $1.3k | Advisory services Death insurance Income protection Online access Term deposits Variety of options | | More details |
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