The Fund provides members with two styles of investment options:
OR
Those members who like to have greater control over their investments can put together their own combination of managers when building their superannuation strategy.
Those members who would like to be guided in their direction can select from our Strategy Pools, where we have put together a panel of companies to manage different components of each option. As part of the process, the asset allocation and manager allocation is reviewed on a regular basis by Millennium3 Financial Services Pty Ltd ('M3FS'), an Australian Financial Services Licensee. M3FS monitor the investment markets, the managers, and their performance. Using their research, they ensure that the best available managers are used in our Strategy Pools, and they ensure that the asset allocation remains true to risk profile of each option. This means that the members who use these options do not need to worry about monitoring the managers themselves, nor do they need to re-balance their allocations.
Your qualified adviser is able to assist members in identifying their most appropriate investment strategy.
To change or update your investment options please complete an investment nomination form and forward it to our office.
The ATO has released the numbers for the 2009/10 financial year
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 is still a factor in investment returns and is having an impact on portfolio performance. Learn more
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
We now offer a facility for you to update your investment profile and options online
This is a federal government initiative to help low income earners build a bigger retirement nest egg
Many working Australians now have a say in where their employers contribute to
The Australian Taxation Office has made available a search facility to help members find lost accounts.
Learn more
