Overview
Take control of assets within super. Build a diversified portfolio enabled by smart technology to manage super, transition to retirement or pension portfolios.
Mason Stevens Super allows you and your adviser to build a personalised portfolio with a diverse range of assets from across the globe, and manage your account securely online.
Benefits
-
A truly global superannuation and retirement solution – access most world markets, from direct Australian and international listed securities, fixed income securities, managed funds, managed portfolios, cash and term deposits. -
Streamlined administration – all buying, selling and reporting of investments occur in one place, making it easy to administer and manage.
-
Full visibility – you and your adviser have secure online access to view portfolio valuations, portfolio performance, transactions and download reports and statements.
How it works
As a member of Mason Stevens Super, investors and their adviser can create a portfolio with a wide selection of global assets from a diverse investment menu. There is also the option of professionally managed portfolios that invest in a range of asset types according to specific risk and return objectives.Â
Download the Product Disclosure Statement to find out more.
How it can be used
A solution for each life stage.
Investors can move seamlessly from one account to another within Mason Stevens Super, depending on needs and life stage.
-
Super – accumulate and build wealth for retirement -
Transition to retirement – reached preservation age but not ready to retire
-
Pension – retire and draw down a regular income
What Mason Stevens Super Offers
Superannuation with smart technology
Full visibility and reporting
Opening an account
The application process is seamless and online.
To become a member of the Fund, you must be advised by a licensed financial adviser.
-
Step 1: After receiving advice, read the PDS, the Additional Information Guide, the Investment Guide and any other related disclosure documents. -
Step 2: Complete the application form and receive access to your account online.
-
Step 3: Login to the platform and accept the terms and conditions.
Your account will be active and you can start accepting rollovers and contributions and set up your portfolios.
