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Paraplanning ResearchResearching superannuation fund fees is a common part of the process for paraplanners. We would like this area to be a resource for you to assist you in finding superannuation fund fees. We do not guarantee the accuracy of this information. Please let us know if you see fees that require updating.
SUPER FUND FEES AMP SUPER FEES (INCLUDING AMP SUPER MER) Admin: $0 (if > $10,000) or $98.40 (if < $10,000), MER: 2.18%, Exit Fee: $0 Asset Allocation of Default Fund – Cash 5%, Fixed Interest 19%, Australian Shares 33%, International Shares 25%, Property 10%, Alternative 8% [Source] AMP ELIGIBLE ROLLOVER FUND ERF SUPER FEES (INCLUDING AMP ERF SUPER MER) Admin: $0, MER: 1.83%, Exit Fee: $0 Asset Allocation of Default Fund – 20% Defensive, 80% Growth [Source] AUSFUND SUPER FEES (INCLUDING AUSFUND SUPER MER) Admin: $14, MER: 3%, Exit Fee: $0 Asset Allocation of Default Fund – Cash 7%, Fixed Interest 33.5%, Australian Shares 32%, International Shares 18.5%, Property 6.5%, Alternative 2.5% [Source] AUSTRALIAN SUPER FEES (INCLUDING AUSTRALIAN SUPER MER) Admin: $78, MER: 0.59%, Exit Fee: $35 Asset Allocation of Default Fund – Cash 2%, Fixed Interest 23%, Australian Shares 39%, International Shares 25%, Property 11%, Alternative 0% [Source] BT LIFETIME EMPLOYER SUPER FEES (INCLUDING BT LIFETIME EMPLOYER SUPER MER) Admin: $0, MER: 2.05%, Exit Fee: $0 Asset Allocation of Default Fund – Cash 0%, Fixed Interest 23%, Australian Shares 30%, International Shares 32%, Property 6%, Alternative 9% [Source] BT SUPER FOR LIFE FEES (INCLUDING BT SUPER FOR LIFE MER) Admin: $60, MER: 0.99%, Exit Fee: $0 Asset Allocation of Default Fund – Cash 7%, Fixed Interest 5%, Australian Shares 38%, International Shares 36%, Property 4%, Alternative 10% [Source] CARE SUPER FEES (INCLUDING CARE SUPER MER) Admin: $78, MER + Admin: 1.19%, Exit Fee: $0 Asset Allocation of Default Fund – Cash 7%, Fixed Interest 17%, Australian Shares 22%, International Shares 23%, Property 12%, Alternative 19% [Source] CATHOLIC SUPER FEES (INCLUDING CATHOLIC SUPER MER) Admin: $78, MER + Admin: 0.87%, Exit Fee: $75 Asset Allocation of Default Fund – Cash 3%, Fixed Interest 17%, Australian Shares 39%, International Shares 24%, Property 8%, Alternative 9% [Source] CBUS SUPER FEES (INCLUDING CBUS SUPER MER) Admin: $78, MER: 0.83%, Exit Fee: $35 Asset Allocation of Default Fund – Cash 3%, Fixed Interest 6%, Australian Shares 35%, International Shares 22.5%, Property 13.5%, Alternative 20% [Source] CHRISTIAN SUPER FEES (INCLUDING CHRISTIAN SUPER MER) Admin: $83.20, MER: 0.95%, Exit Fee: $0 Asset Allocation of Default Fund – Cash 0%, Fixed Interest 22%, Australian Shares 32%, International Shares 26%, Property 7%, Alternative 13% [Source] EQUIP SUPER FEES (INCLUDING EQUIP SUPER MER) Admin: $78, MER: 0.68%, Exit Fee: $25 Asset Allocation of Default Fund – Cash 5%, Fixed Interest 20%, Australian Shares 30%, International Shares 25%, Property 10%, Alternative 10% [Source] FIRST STATE SUPER FEES (INCLUDING FSS SUPER MER) Admin: $52, MER: 0.35%, Exit Fee: $0 Asset Allocation of Default Fund – Cash 5%, Fixed Interest 16%, Australian Shares 26%, International Shares 31%, Property 0%, Alternative 22% [Source] HEALTH SUPER FEES (INCLUDING HEALTH SUPER MER) Admin: $91, MER: 0.75%, Exit Fee: $0 Asset Allocation of Default Fund – Cash 10%, Fixed Interest 27%, Australian Shares 17%, International Shares 21%, Property 0%, Alternative 25% [Source] HESTA SUPER FEES (INCLUDING HESTA SUPER MER) Admin: $65, MER: 0.92%, Exit Fee: $0 Asset Allocation of Default Fund – Cash 3%, Fixed Interest 10%, Australian Shares 41%, International Shares 32%, Property 11%, Alternative 3% [Source] HOSTPLUS FEES (INCLUDING HOSTPLUS MER) Admin: $78, MER: 0.75%, Exit Fee: $0 Asset Allocation of Default Fund – Cash 0%, Fixed Interest 7%, Australian Shares 33%, International Shares 22%, Property 23%, Alternative 15% [Source] LEGAL SUPER FEES (INCLUDING LEGAL SUPER MER) Admin: $67.50, MER: 1.01%, Exit Fee: $0 Asset Allocation of Default Fund – Cash 5%, Fixed Interest 9%, Australian Shares 31%, International Shares 25%, Property 10%, Alternative 12% [Source] LUCRF SUPER FEES (INCLUDING LUCRF SUPER MER) Admin: $65, MER: 0.77%, Exit Fee: $70 Asset Allocation of Default Fund – Cash 2%, Fixed Interest 12%, Australian Shares 25.5%, International Shares 23.5%, Property 10%, Alternative 27% [Source] MLC MASTERKEY BUSINESS SUPER (INCLUDING MLC MASTERKEY BUSINESS SUPER MER) Admin: 1.05% + $78, MER: 0.73%, Exit Fee: $75 Asset Allocation of Default Fund (H5 Growth) – Cash 0.5%, Fixed Interest 16%, Australian Shares 36%, International Shares 38.50%, Property 4%, Alternative 5% [Source] MLC MASTERKEY SUPER FUNDAMENTALS (INCLUDING MLC MASTERKEY SUPER FUNDAMENTALS MER) Admin: 0.40% (under $200,000) + $130 if under $50,000, MER: 0.70%, Exit Fee: $0 Asset Allocation of Default Fund (H4 Balanced) – Cash 0%, Fixed Interest 30%, Australian Shares 31%, International Shares 32%, Property 4%, Alternative 3% [Source] MTAA SUPER FEES (INCLUDING MTAA SUPER MER) Admin: $101.40 pa MER: 0.68%, Exit Fee: $0 Asset Allocation of Default Fund (Balanced Option) – Cash 6%, Fixed Interest 25%, Australian Shares 29%, International Shares 20%, Property 10%, Alternative 0% [Source] ONEPATH SUPER FEES (INCLUDING ONEPATH SUPER MER) Admin: 1.29% (up to $100,000), Member Fee: $65.88, MER: 0.69%, Exit Fee: $0 Asset Allocation of Default Fund – Cash 4%, Fixed Interest 21%, Australian Shares 29%, International Shares 27%, Property 6%, Alternative 13% [Source] PLUM SUPER FEES (INCLUDING PLUM SUPER MER) Admin: 0.80%, Member Fee: $67.60, MER: 0.64%, Exit Fee: $67.60 Asset Allocation of Default Fund – Cash 0%, Fixed Interest 15%, Australian Shares 35%, International Shares 37%, Property 3%, Alternative 10% [Source] RECRUITMENT SUPER FEES (INCLUDING RECRUITMENT SUPER MER) Admin: $140.60, MER: 0.37%, Exit Fee: $35 Asset Allocation of Default Fund – Cash 0%, Fixed Interest 20%, Australian Shares 50%, International Shares 3%, Property 10%, Alternative 17% [Source] REST SUPER FEES (INCLUDING REST SUPER MER) Admin: $52, MER: 0.65%, Exit Fee: $0 Asset Allocation of Default Fund – Cash 10%, Fixed Interest 10%, Australian Shares 20%, International Shares 25%, Property 13%, Alternative 16% [Source] RUSSELL SUPER FEES (INCLUDING RUSSELL SUPER MER) Admin: $106.50, MER: 0.76%, Exit Fee: $0 Asset Allocation of Default Fund – Cash 5%, Fixed Interest 30%, Australian Shares 27%, International Shares 26%, Property 9%, Alternative 3% [Source] SPECTRUM SUPER FEES (INCLUDING SPECTRUM SUPER MER) Admin: $53.30, MER: 2.20%, Exit Fee: $75 Asset Allocation of Default Fund – Cash 15%, Fixed Interest 28.6%, Australian Shares 27.1%, International Shares 17.1%, Property 6.5%, Alternative 5.6% [Source] STATEWIDE SUPER FEES (INCLUDING STATEWIDE SUPER MER) Admin: $78, MER: 0.73%, Exit Fee: $0 Asset Allocation of Default Fund – Cash 7.5%, Fixed Interest 25%, Australian Shares 36%, International Shares 18.5%, Property 11%, Alternative 2% [Source] SUPERTRACE FEES (INCLUDING SUPERTRACE MER) Admin: $0, MER: 1.82%, Exit Fee: $0 Asset Allocation of Default Fund – Cash 35%, Fixed Interest 37.5%, Australian Shares 8%, International Shares 7%, Property 10%, Alternative 2.5% [Source] TWU SUPER FEES (INCLUDING TWU SUPER MER) Admin: $66.30, MER: 1.13%, Exit Fee: $50 Asset Allocation of Default Fund – Cash 4%, Fixed Interest 19%, Australian Shares 34%, International Shares 21%, Property 12%, Alternative 10% [Source] UNISUPER FEES (INCLUDING UNISUPER MER) Admin: $209, MER: 0.47%, Exit Fee: $0 Asset Allocation of Default Fund – Cash 13%, Fixed Interest 13%, Australian Shares 37%, International Shares 21.5%, Property 8%, Alternative 7.5% [Source] VICSUPER FEES (INCLUDING VICSUPER MER) Admin: $78, MER: 0.68%, Exit Fee: $0 Asset Allocation of Default Fund – Cash 5%, Fixed Interest 10%, Australian Shares 26.3%, International Shares 19.9%, Property 17.3%, Alternative 0% [Source] |