INVESTMENTS

Personalised investing

Let us take the guesswork out of how to invest your super with GoalTracker® Plus. Tell us more about you and your goals for the future, and we can help you create and manage your very own investment strategy.

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Strategy Benefits Insights Invest Commentary

Strategy

How does it work?

How your super is invested has a huge impact on whether you will achieve your retirement income goal. But if you’re not an investment expert, choosing the right investments for your personal situation can be tricky.

This is where GoalTracker Plus comes in. Using the information you provide about yourself through the GoalTracker program, such as your income goal for retirement and the age you wish to retire, GoalTracker Plus can create and manage a tailored investment strategy for you. Choosing to activate GoalTracker Plus is a great way to let us take the headache and emotion out of investing your super savings. And best of all, as a member, GoalTracker Plus is available at no additional cost.

BENEFITS

Designed to improve the chance of achieving your goal

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Personalised for you

Builds a personalised investment strategy based on your retirement income goal and personal situation.

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Quarterly reviews

GoalTracker Plus checks your situation every three months and makes changes to your investment strategy if necessary (unless you opt out).*

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Regular updates

Shows you how you’re tracking to your goal, how your investments are being managed and suggests how you can get and stay on track.

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No additional cost

You will not be charged any additional fees for this service or for the ongoing advice on your investment strategy.

*GoalTracker Plus will regularly review your investment strategy, make a recommendation and implement any changes (unless you opt out within 14 days).

MyTracker tools – Goal Setting & Simulator

Using the MyTracker tools – a walk-through demonstration of how to complete Steps 1 & 2 – telling us more about yourself and setting a retirement income goal. Then understanding your options for next steps including a demonstration of the simulator tool

INSIGHTS

More information

The plus side

If you’re not an expert, choosing the right investments can be tricky. Find out how GoalTracker^® Plus can help.

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Making super personal: GoalTracker White Paper

Our analysis explores the impact pivoting Australia’s superannuation system to a mass personalised, goals-based approach could have on the real retirement gap. You can read the summary or request the report.

Read key insights