Mason Stevens Super

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.

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

All buying, selling and reporting of investments held in your account occurs in one place, making it easy for you and your adviser to administer and manage your account.

Full visibility and reporting

You have secure access to your portfolio online at any time. View your portfolio valuation, performance and transactions on your desktop or smart device or download your reports and statements.

A panel of leading insurance providers

Death, total or permanent disability, and income protection is available from the following issuers to provide you with the cover you need:

TAL
Zurich
AIA

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.