Millennium Master Trust

- About the Fund

The Millennium Master Trust is a Public Offer Superannuation Fund (SFN 4856/859/91)

Who's who?

The Fund is issued by the Trustee, Trust Company Superannuation Services Limited. The Administrator is Millennium3 Financial Services Pty Ltd, a national adviser network whose superannuation administration practice provides services to more than 34,000 members, with over $110 million in funds under administration.

The principle Insurer is ING Australia, but other insurers can be used in special circumstances.

Investment Managers include AMP Capital, BT Funds Management, Challenger International, Colonial First State, Credit Suisse, HSBC, ING, Merrill Lynch, MFS, and Perpetual.

Who can join?

The Plan is open to employees, the self-employed, and spouses, and it can be used as a parking vehicle for rollovers. Membership is also available on an "insurance only" basis.

Contributions

The Fund has no minimum contribution requirements. Contributions can be paid by cheque, EFT, Direct Credit, Direct Debit, and Internet Banking.

Internet access Members can keep up to date with all Fund details, as well as add new members and provide contributions details, via our internet facility, Gpen.

News

See the Tax Thresholds for 2009/10

The ATO has released the numbers for the 2009/10 financial year

Freeze on Challenger Howard Wholesale Mortgage Fund

Challenger Investments, the Responsible Entity for the Howard Wholesale Mortgage Trust, have announced an amendment to the rules on withdrawals from the Trust. The effect of these rules is that members are temporarily unable to switch out of, or redeem units held in, the Howard Wholesale Mortgage Fund

Investment Market Volatility

Investment Market volatility is still a factor in investment returns and is having an impact on portfolio performance.  Learn more

2007/08 Annual Statements

We have added an FAQ page to assist with any questions about your Annual Statements.  A copy of the Annual Report can also be downloaded from your Forms pag

Update your investment choices online

We now offer a facility for you to update your investment profile and options online


Learn about the Co-Contribution

This is a federal government initiative to help low income earners build a bigger retirement nest egg


Choice of Fund - what it means for Employers and Employees

Many working Australians now have a say in where their employers contribute to


Locate Your Lost Super Accounts

The Australian Taxation Office has made available a search facility to help members find lost accounts. Learn more


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