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.
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.
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, 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.
Financial Wellness Hub
Resources to help you get the most out of your super.
Figure out how much super you need to retire in comfort.
Browse our Support Portal.
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