Oracle Super Plan

No. of members:

1071

Fund size:

$334.6m

Public offer:

Product type:

Master Trust-Personal

Target market:

Advised

Year started:

2019

- Last updated on 15 Aug 2020

First State Super

SuperRatings awards

Past 5-year return

5.83%

Excellent value for money; Sound long term historical investment performanceBenefits associated with a large scale super fund

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First State Super terms and conditions

Past 5-year return

New Fund

Admin fee

$84

Calc fees on 50k

$244

SuperRatings awards

No information has been 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.

Oracle Superannuation Plan is a sub-plan of the Aracon Superannuation fund and the Accumulation plan is available to members only through their financial adviser. The fund is public offer and allows members from all industries to apply for membership. Oracle Superannuation Plan offers a limited number of single sector investment options, as well as access to a wide range of Direct Equities. All ASX listed equities as well as the MSCI World Index equities are available to members through the fund. The fund does not have a MySuper compliant option and cannot be used as a default superannuation fund. Performance data on the managed options is not currently available for this fund.Fees are below industry average across all account balances assessed. Fee tiering applies to administration fees where account balances exceed $500,000. There are no investment switching fees and buy/sell spreads are not charged. Oracle Superannuation Plan does not have a standardised insurance offering and therefore no rating for insurance has been provided. The fund trustee will hold individual retail insurance policies covering Death, Death and Total and Permanent Disablement and Income Protection on behalf of members. The trustee imposes minimum service delivery standards by only allowing insurance obtained using a financial adviser, from an approved insurance product.Members can access their account information at any time via the Oracle Portal including a range of consolidated reports.

Towers Watson Superannuation Fees and Features

Admin fee $84	Health insurance
Administration fee (%) 0.32%	Binding nominations
Indirect cost ratio (%)	Anti-detriment payments
Exit fee $0	Switching fee $0
Financial planning service	Employer size discount
Credit cards	Home loans
Insurance life event increases	Non-lapsing binding nominations
Investment fee	Long term income protection
Account size discount

Fund fees vs. Industry average

THIS FUND

INDUSTRY AVERAGE

Fund past-5-year return vs. Industry average

THIS FUND

INDUSTRY AVERAGE

Investment allocation

INTERNATIONAL SHARES

AUSTRALIAN SHARES

PROPERTY

ALTERNATIVES

FIXED INTEREST

CASH

OTHER

Investment option performance

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Product	Past 5-year return	Admin fee	Company	Calc fees on 50k	Features	SuperRatings awards	Go to site
Elevate Super	New Fund	$94	Elevate Super	$744	Advisory services Death insurance Income protection Online access Term deposits