Mason Stevens Super

You can move seamlessly between super, transition to retirement, or pension accounts within Mason Stevens Super while accessing your account securely online.

Being engaged with your superannuation benefits is crucial for securing your financial future. Super is often the largest asset you’ll have outside of your home, so it’s important to manage it actively rather than just let it sit. By regularly reviewing your super, you can ensure your contributions and investments align with your financial goals, risk tolerance, and retirement plans.

Your super can also be impacted by legislative changes, such as those affecting contribution caps or tax treatment. By staying engaged, you and your financial adviser can take advantage of opportunities to maximise your retirement savings, such as making additional contributions, consolidating accounts to avoid fees, or choosing ethical investment options.

Deciding when to retire is a big decision and one that is different for everyone
Most members have at least one common goal and that is to make sure they have the right level of income and flexible access to that income throughout their retirement. It can be a bit of a balancing act.

Planning is easy with the right support
So, whether you are planning your retirement or are already retired, there are a range of assistance and retirement income options to support your individual retirement journey.

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  Wellness Hub: This is an online space where you can access articles on the key aspects of your superannuation. The content will expand over time, making this a key reference source. Examples of the types of articles that can be found on the Wellness Hub include:
  1. Asset classes typically available within superannuation
  2. Investment risk and return in superannuation
  3. Easy ways to grow your super
  4. Superannuation and nominating a beneficiary

  You can access the Wellness Hub today by clicking here.

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  Retirement Planner: This is an online calculator, within the Wellness Hub, that allows you to enter information about your individual circumstances. Based on this information, the planner will project your superannuation balance and retirement income inclusive of the Age Pension and other assets outside of super, under variable contribution and drawdown strategies.

  You can access the Retirement Planner today by clicking here.

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  Advice: A financial adviser can work with you by taking a holistic view of your financial situation and exploring which retirement options may suit you best.

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  Account-based pension: This is a flexible retirement income stream purchased with superannuation savings. An account-based pension provides flexible access to expected retirement income through either regular drawdowns, or one-off payments.

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  Age Pension: Based on your assets and income, you may be eligible for all or part of the Government Age Pension. If eligible, the Age Pension can provide you with an indexed income for life, regardless of market fluctuations.

You can find out more information on the Age Pension by clicking here.

We are committed to keeping you informed and engaged with your super. This page provides you with notices relating to updates made to the super fund’s disclosure documents that may impact your account, listed under Significant Event Notices.

Each year the Trustee reviews the product’s fees, investment performance, services, and insurance offerings to ensure they align with members’ needs and financial goals. You can access these assessments under Member Outcomes Assessment.

The Trustee is also required to publish information about the assets held in the super fund as part of enhancing transparency for members. Portfolio Holdings Disclosure gives you access to detailed information about the investments held in the fund to help you understand how your retirement savings are being managed.

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  Blue Harbour Financial Partners Managed Portfolios Super Significant Event Notice

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  Claremont Capital Investments Managed Portfolios Super Significant Event Notice

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  Cutcher & Neale Managed Portfolios Super Significant Event Notice

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  HNW Planning Managed Portfolios Super Significant Event Notice

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  Territory Funds Management Managed Portfolios Super Significant Event Notice

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  Watershed Funds Management Portfolios Super Significant Event Notice

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  Member Outcomes Assessment 2023

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  Portfolio Holding Disclosure 31 December 2021

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  Portfolio Holding Disclosure 30 June 2022

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  Portfolio Holding Disclosure 31 December 2022

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  Portfolio Holding Disclosure 30 June 2023

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  Portfolio Holding Disclosure 31 December 2023

A member meeting is held each year to allow discussion of the key aspects of the Fund and provide members with a forum to ask questions about all areas of the Fund’s performance and operations.

We are pleased to invite you to the Annual Members Meeting for Mason Stevens Super, which will be held on Thursday, 20 February 2025 at 11:00AM (AEDT). The Annual Members Meeting will be an online-only event.

The Annual Members Meeting is a chance for you to hear about the developments, achievements and performance of the Fund over the last financial year. It is also an opportunity for you to submit any questions you may have to the Fund.

Trustee Welcome and Introduction

Andrew Peterson – Chief Executive Officer, Diversa Trustees Limited

Promoter Update

Nick Mitchell – Head of Distribution, Mason Stevens Limited

Member Questions

Andrew Peterson – Chief Executive Officer, Diversa Trustees Limited

Meeting Close

All members are invited to attend this free event.

If you would like to attend, please RSVP via the Registration link provided below. Registrations close on Thursday, 13 February 2025.

You will also have the opportunity to submit questions ahead of time as part of the registration process. Once registered you will receive a confirmation email that will provide further details on how you can lodge your questions.

If you cannot attend the meeting, a video recording and written minutes of the meeting will be made available on our website within a month of the meeting being held.  If it is not possible to answer all questions at the Annual Members Meeting, we will provide responses in the written minutes.

If you would like further information or have any questions, please call 1300 491 766 or email admin@mssuper.com.au or visit masonstevens.com.au/super

A copy of the following information will also be available prior to the meeting and be made available at masonstevens.com.au/super:

Summary of Significant Event Notices
Fund Annual Report
Financial Report, Directors Report, and Auditors Report
Member Outcome Assessment
Itemised Expenditure List

Your 30 June 2024 annual benefit statement is now available via your online portal.

To view the meeting minutes and video for the last Annual Member Meeting, follow the links below:

Annual Member Meeting Minutes
Annual Member Meeting Video