Russell Investments Master Trust
Helping each of your employees achieve their great life after work.
Partner with Russell InvestmentsINTRODUCTION
A unique approach.
Incorporating a unique personalised investment strategy, goals-based guidance and high-touch employer service, the Russell Investments Master Trust is a genuine alternative to ‘big super’ and unlike anything else in the Australian market.
How can we help?
With the right partner, your members are more likely to live a great life after work, without the drama and strain on your internal resources. Yet finding the right partner is not easy and a significant decision. We offer a unique experience built around each member’s desired retirement lifestyle.
Our Alliance Partner model also offers a broad spectrum of support to you, with the flexibility and capability to customise to your needs. Our partnerships bring our global toolkit to sustain, evolve and future-proof smaller funds.
Member engagement
Easier for your members to engage and make positive choices with an experience tailored to each individual and their personal goals for retirement. Each member can see their personal projected retirement income and importantly, receive guidance to help decide what’s right for them—the lifestyle (and income) they would like to aim for.
Investment outcomes
Superior long-term projected returns with asset allocation optimised to each member, their circumstances, and their retirement income goals. GoalTracker® incorporates a personalised investment option, a first for the Australian superannuation industry.
Employer services
Our flexible, high-touch employer service model is specifically resourced to minimise the burden on you and your organisation. A dedicated highly experienced relationship manager and team, we maintain one of the lowest client-to-relationship manager ratios in the industry.
Value
As one of the largest investment outsourcing organisations in the world*, we have the scale to deliver innovation at a compelling price whilst delivering a personalised solution and without high passive allocations, remaining almost completely actively managed.
* As at 31 March, 2021
Better for your business
What are the key aspects of our approach?
An Alliance approach can help you maintain your fund identity, value and voice to your membership and community. At the same time, you benefit from our global investment platform, business resources and increased scale.
High-touch approach
With one of the lowest client-to-relationship-manager ratios in the industry, our high-touch approach focuses on minimising the super burden, so you can focus on what matters most.
Built around your business
Your business is unique. And our approach is deliberately flexible, with the capability to tailor a super solution to meet your business and employees needs.
Experienced team
Our highly experienced team has extensive knowledge in all aspects of superannuation and change management including acquisitions, divestitures, defined benefit structures and insurance design.
What sets us apart?
Introducing GoalTracker®
All the premium member services you expect and one you wouldn’t. Better for your employees.
Unique goal-based approach
GoalTracker can build a super and investment experience around each individual’s goals and preferences. This simple and personal approach makes it easier for your employees to engage and take positive action to achieving their goals for the future.
Personalised strategy
By drawing on 10 of your employee’s personal data points, we can optimise their investment strategy to improve the chance of achieving their goal.
This approach is new to the Australian market and is only available within the Russell Investments Master Trust.
Easier to get on track
By putting your employee’s retirement lifestyle and income goal at the centre, we help them achieve it. Whether it’s guidance on the right level of contributions or prompts to help them get on track, no other super offering joins the dots like GoalTracker, helping more of your employees fund the life they want in retirement.
The research underpinning our approach
The research underpinning our approach
Our research explores the impact of optimising contributions and investments on more than 8,000 Australians
See GoalTracker in action
See how easy it is for your employees to set a goal and how we build their super around them.
AWARD-WINNING INNOVATION
GoalTracker has been recognised globally for its innovation
For further information about the methodology used by Chant West, see www.chantwest.com.au
Pathway to retirement
As members start to approach retirement, we also help them to get set with personalised support for the 5 key steps on their journey.
The Pathway is designed to take the complexity out of planning for retirement and help give members a better chance of realising their longer-term lifestyle goals.
From age 50, we introduce members to the Pathway, with personalised guidance and access to a suite of advice solutions when they need it.
How the Pathway works
The Pathway consists of just 5 simple steps.
1. Get started
Simply discovering the Pathway and the help on offer means members have already taken the first step on their journey.
2. Set a goal
Using GoalTracker to get a clearer picture of how much they’ll need to fund their future lifestyle.
3. Plan and review
Get a simple plan to help prepare for retirement – with support to review it along the way
4. Exploring options
When members reach the age they can turn their super into an income – we help them consider howe and when is right for them.
5. Turning super into an income
When the time has come to make their super work for them, we help put their plans into action
See the Pathway in action
Partner with us
Get in touch with us through this form and we'll reach out to you.
Neil Rogan
Managing Director, Head of Distribution
Email Neil