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Australian Expatriate Superannuation Fund

Past 5-year return
New fund
Admin fee
$0
Calculated Fees on 50k
$445
Compare
The AESF accepts transfers from UK & Irish pension schemes and allows you to invest in GBP & USD as a base currency.
Established in October 2016 by Tidswell Master Superannuation Plan, Australian Expatriate Superannuation Fund (AESF) is a public offer retail superannuation product, which is designed to help individuals grow super savings through their working life towards retirement, while accepting foreign pension transfers and promoting Australian Superannuation to expatriates.AESF offers a range of externally managed investment options, which includes a selection of Managed Funds and Exchange Traded Products, as well as three Cash Funds invested in the AUD, GBP or USD Private Access Accounts. However, performance figures to 30 September 2018 are yet to be made available.Fees associated with this product are lower than the industry average across all assessed account balances, with nil Indirect Cost Ratio and Investment Fee of 0.29% pa. An administration fee of up to 1% pa is charged based on account balances and investment options chosen. Other fees, such as foreign transfer establishment fees, QROPS reporting fees, foreign exchange costs and adviser fees, may also apply.Total and Permanent Disablement (TPD) and Income Protection (IP) insurance are automatically provided to professionals and white collar workers. TPD insurance provides members with access to a lump sum benefit of $500,000, while IP covers up to 75% of a member's pre-disability income, with a maximum monthly benefit of $20,000 over 2 years, following a 30-day waiting period. Death only insurance is not available through AESF.The fund's website is easy to navigate, which contains a member log-in function and general information about the product offering.
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Fees & fund features

Admin fee
Admin fee
$0
Administration fee (%)
Administration fee (%)
0.60%
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
0.29%
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 (%)
0.60%
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
0.29%
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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