Investment expertise without the price tag
More than just a savings account, InvestmentPlan also offers a choice of low cost managed funds.
What is InvestmentPlan?
Offered through Telstra Super Financial Planning Pty Ltd, InvestmentPlan is a simple and low-cost way to invest outside super. It provides the flexibility of a fee-free cash account and the option of investing your savings in a range of managed funds for potentially higher returns.
Who's it for?
Members of Telstra Super and their families can open an InvestmentPlan account. InvestmentPlan is suitable for a range of situations - saving for a house deposit, building an education fund for your children, or to invest for income without locking up money in super.
Why invest with InvestmentPlan?
Pay less fees
You pay no fees while your money is in your cash account, and ongoing fees for managed funds are low compared to similar products.
For more information on fees, go to the Fees page or download the following:
Earn 4.60% pa fee-free
This applies to your cash account (calculated daily and credited monthly).
Costs are relatively low compared to similar products available in the Australian market place. The cash account rate is the current rate as declared by the relevant financial institution (as at 05/11/2008). This rate is subject to change.
Start with a little
You can invest as little as $2000 to open your account. There is no minimum if you start a savings plan and make ongoing contributions of $100 a month or more.
Access professional investment management
InvestmentPlan's managed funds are managed by a range of specialist investment managers including some of the most trusted names in the industry.
Diversify your investments
Through InvestmentPlan's managed funds your investments can be spread across asset classes, markets and investment styles (depending on the portfolios you choose).
You can get more information on each of InvestmentPlan's 8 investment portfolios on this site: Growth, Conservative, Balanced, International Shares, Australian Shares, Imputation, Property and Fixed Interest.
Track your investment online
You have online access to your investments and can obtain reports at any time.