Features at a glance
| Who can join? |
Telstra Super members and their families |
| In what name can I invest? |
Individuals, partnerships, companies, trusts, self-managed super funds, children*, grandchildren* |
| Managed fund investment options |
8 InvestmentPlan portfolios |
| Interest rate |
3.60% pa fee-free on cash accounts (as at 03/12/2008). Calculated daily and credited monthly. |
| Investment minimums |
|
| Cash Account balance |
$100 minimum |
| Portfolio buy or sell |
$1,000 minimum |
| Contribution minimums |
|
| Initial contribution |
$2,000 minimum. Does not apply to regular savings plans via direct debit or payroll deductions |
| Additional contributions |
$1,000 minimum. Does not apply to regular savings plans via direct debit or payroll deductions |
| Regular contributions |
$100 minimum per month. Does not apply to regular savings plans via direct debit or payroll deductions |
| Telstra payroll deductions |
$50 per fortnight minimum |
| Withdrawal minimums |
|
| One-off withdrawals |
$1000 minimum |
| Regular withdrawals |
$100 minimum |
| Reporting |
|
| Portfolio valuations |
Online |
| Transaction statements |
Online |
| Market exposure reports |
Online |
| Quarterly reporting |
Online and hard copy |
| Tax statements |
Online and hard copy |
| *Children under the age of 18 cannot directly own an InvestmentPlan account. The investment should be established in an adult's name as trustee for the child. |
More information
InvestmentPlan IDPS Guide, PDS and Agreement & Contribution form (1.15mb)
To obtain a copy from Telstra Super Financial Planning please call 1300 033 166.