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Zurich Superannuation Plan

Past 5-year return
6.30%
Admin fee
$0
Calculated Fees on 50k
$785
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Extensive choice of investment options.
Management fees are applicable and there are savings to be made on large account balances.
Minimum initial investment is $150 per month for regular contributions or $2,500 for lump sums.
Regular investment plan available.
Complete financial protection with Death, TPD, Income Protection and Accidental Death.
Established in 1998, Zurich Superannuation Plan is designed for individuals wanting direct access to a personal super fund. Members have access to 14 Diversified and Single-Sector investment strategies, as well as one Single Manager option. The Managed Growth option underperformed the SuperRatings Index over the 10 year period to 30 June 2018.Fees for this product are higher than the industry average across small and large account balances assessed, however members with larger account balances are offered reduced administration fees. A minimum administration fee of $314.76 p.a. applies to each account. No exit fees or switching fees are charged, although changing investment options may incur transaction costs. Members can elect to add Optional Protection Benefits to their superannuation plan. Applications can be made for Death only, Death & TPD and Income Protection (IP) cover. There is no limit to the amount of Death only cover a member can apply for, while Death & TPD cover is available up to a maximum of $5 million. IP is offered over benefit payment periods of 1 year, 2 years, 5 years, to age 65 or to age 70, with a choice of waiting periods ranging from 14 to 720 days. IP covers a maximum of 75% of a member's salary or up to $30,000 per month (or $60,000 per month over 1 or 2 year benefit periods). Our ratings are indicative only as premiums are tailored to an individual's circumstances.The fund's website contains useful superannuation information to assist members. Members can also access their account via My Zurich.
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Fees & fund features

Admin fee
Admin fee
$0
Administration fee (%)
Administration fee (%)
1.00%
Indirect Cost Ratio (%)
Indirect Cost Ratio (%)
0.57%
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
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 (%)
1.00%
Indirect Cost Ratio (%)
Indirect Cost Ratio (%)
0.57%
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
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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