Choose how your super is invested

We understand that our members have widely varying financial needs and goals. Investment choice gives you the power to choose how your superannuation is invested.

Tasplan offers a choice of five investment options for members. Each option has a different investment strategy, with varying levels of expected risk and return. You can choose to invest your account balance and future contributions in these options.

You can also mix-n-match the five options in any combination to ensure the best possible match with your risk profile. This includes the ability to apply one strategy to your existing benefits and another strategy for your future contributions.

Comparing Investment Options

Each option has a different mix of growth and defensive assets, and each has a different strategy and objective.

The table below shows, for each investment option, the benchmark asset portfolio and a set of ranges around the benchmark to which investment allocations can be made.

It also gives an indicative measure of the level of risk associated with each option.

How does it work?

New members can select an investment option on their Membership Application Form.

You have the opportunity to change your investment option as often as monthly. The switch form must be received three business days prior to the end of the month for the switch to be effected on the 1st day of the next month.

The first investment option switch in any year is free. If you switch again in the same year, a small switching fee will apply. (See current Product Disclosure Statement for fees).

If you don't make a choice, your super will automatically be invested in the Balanced Option.

Making an investment choice is a big decision and it's very important that you select an option that suits your financial and retirement goals.

To learn more about what is available to you, we strongly recommend that you obtain a copy of our Member Investment Choice Booklet. You can download it from our site or contact us on 1800 005 166, and we’ll send you a copy.

For extra help with member investment choice, It is a good idea to seek financial advice. As a Tasplan member, you have access to financial planning advice about all superannuation issues. Call us on 1800 005 166, or email us for more information.

Links to related articles:
investment performance
Where your money is invested
Investment policies