mercer super fees

You simply need to provide us with your IRD number and your PIR. Investment reports published monthly on this website. Mercer will deduct or refund tax on your behalf.

income from salary, wages and any additional sources of income that you would include in your income tax return.

income from salary, wages and any additional sources of income that you would include in your income tax return. We’ve removed the administration fee for members aged 17 years and younger and regardless of their age, any member with a balance less than $1,000 will also not pay the administration fee. You have the option of regular recurring withdrawals or one-off withdrawal. Depending on the rules of the plan you are in, you may be able to make regular or lump sum contributions over and above the contributions deducted from your pay.

It’s important you know what Mercer FlexiSaver offers you.

Mail: GPO Box 9946, Adelaide SA 5001 Sydney. Mercer delivers advice and technology-driven solutions that help organisations meet the health, wealth and career needs of a changing workforce. Wellington, New Zealand 6140, 151 Queen Street By using our site, you agree that we can place cookies on your device. The type of asset classes that make up the investment option determine the amount charged. Mercer NZ, PO Box 1849 0508 637 237, 20 Customhouse Quay The actual fees charged may vary from those outlined above.Please contact one of our financial advisers on 0508 637 237 or email NZAdvice@mercer.com to discuss. “We’ve embraced the very latest in technological innovations to provide customers with a high-quality level of service and account access via digital channels. At Mercer, we make a difference in the lives of more than 110 million people every day by advancing their health, wealth, and careers. Canberra ACT 2601 There are no charges such as entry or exit fees or investment option change fees. It’s easy to deposit money into your FlexiSaver account. Further information can be found in the product disclosure statement. In last year’s Budget, the government announced a range of reforms as part of its Protecting Your Super package.

Insurance will also be axed for accounts where no contributions or roll-ins have been received for 16 months or more from 1 July 2019, unless the member opts-in. For example shares cost more to manage than cash or bonds. Fees will be capped on low superannuation balances from 1 July, 2019 under laws passed last month.

THE FACTS ABOUT SPOUSE CONTRIBUTIONS. +61 2 8864 6800, Suite 9, Level 1, 2 Brandon Park Drive

The actual fees charged may vary from those outlined above.Please contact one of our financial advisers on 0508 637 237 or email NZAdvice@mercer.com to discuss.

Simply call us on 0508 637 237. ●      Kogan Internet provides value-based nbnTMinternet plans. Enhanced Index Growth: invests across most asset classes, but mainly in growth assets, predominantly taking an indexed investment approach.

Kogan Super allows Australians to consolidate their existing super accounts easily during sign-up, ensuring that all known super accounts as well as any ‘lost super’ belonging to customers are able to be consolidated into one low-fee Kogan Super account. Based on the account balance of $21,000* as at 31 March 2019, for example, in the Mercer Conservative investment option, the total fund fees were $121.80 for the year. Sign in here >. You can make regular or lump sum contributions directly into your FlexiSaver account from your online banking by searching for Mercer FlexiSaver as a payee and following your bank’s instructions to complete the process. Designated Rules – Mercer Retail Division. It combines Kogan.com’s strength in providing compelling customer-facing online experiences with Mercer’s global investment expertise, robust backend systems and fund administration capabilities,” he said. You can help boost your spouse’s retirement savings by making a contribution to their super account. 1 When compared to public offer funds on SuperRatings Top 10 Fees report (30/06/19) for lowest average fees payable on a $50,000 account balance.

*Investment returns have not been taken into consideration, Mercer NZ, PO Box 1849 View the latest unit prices by clicking 'Learn more' below. +61 7 3234 4900, Level 7, 14 Moore Street

Our latest announcements and press releases both local and global. Mercer Wealth Solutions (Retail Super Fund): 1.2 out of 5 stars from 23 genuine reviews on Australia's largest opinion site ProductReview.com.au. Auckland, New Zealand 1143 The actual fees charged may vary from those outlined above.Please contact one of our financial advisers on. Explore Mercer’s thinking, insights, and perspectives on the critical issues that can help advance the health, wealth and careers of your organisation and employees. Mail: GPO Box 9946, Melbourne VIC 3001 Mercer FlexiSaver is a portfolio investment entity, or what’s known as a PIE. Support: Access to Mercer financial advisers for free who are able to help you with your investment decisions. Access a full range of financial tools and calculators. View current vacancies >. The Mercer KiwiSaver scheme charges two fees to administer and invest your savings. Under the new laws an enforced consolidation program will require super funds to transfer inactive accounts with balances below $6,000 to the Australian Tax Office (ATO).

Global Pension Index. Kogan Super; TAL Super; Virgin Money Super; Mercer Easy - Newcastle; Consolidated Master Deed - Mercer Master Fund OTHER FUND DOCUMENTS. The fund fees are charged as a percentage of your account value. It’s important you know what the Mercer Super Trust offers you.

If you are a member of the scheme you can see fees charged to your account in the annual member benefit statement available in your online account.

The actual fees charged may vary from those outlined above.Please contact one of our financial advisers on 0508 637 237 or email NZAdvice@mercer.com to discuss. “More than ever, Australians are turning to low-cost super funds to ensure that their retirement savings aren’t being eroded over time by high fees. The Prescribed Investor Rate (PIR) is the rate at which it will be taxed. If you are under 18 years of age or have a balance of less than $1,000, we will not charge you the administration fee.

You can review and switch between funds anytime without any charges. Remuneration Trends and Insights dashboard. This means any money you make through your investment will be taxed. Under the … Indexed Diversified Shares: invests mainly in a combination of Australian and international shares, taking an indexed investment approach. Mail: GPO Box 9946, Sydney NSW 2001 A PIR is based on your taxable income, e.g. If you put as … You can call them on 0508 637 237, 9am to 7pm on all business days. Perth. Fees will be capped on low superannuation balances from 1 July, 2019 under laws passed last month.

Mercer Super customers can call us for free general advice about super.

With an online-led experience, the fund brings together Kogan.com’s capabilities in digital efficiencies together with Mercer’s expertise in superannuation to … 21 August 2019 Australia, Melbourne. Mercer is a business of Marsh & McLennan Companies (NYSE: MMC), the world’s leading professional services firm in the areas of risk, strategy and people with 76,000 colleagues and annualised revenue approaching $17 billion. By leveraging our digital capabilities and delivering the superannuation needs of Australians online, Kogan Super can substantially cut annual fees for account holders,” said Mr Kogan. The highest PIR is 28%. +61 8 8110 3400, Office: 123 Eagle Street, Brisbane The Kogan brand is renowned for price leadership through digital efficiency. The fees you pay may be the investment management fees, a monthly membership fee, an asset based administration fee, and if you are offered and take out an insurance cover, insurance premiums will also be deducted.

●      Kogan Super is a simple, low-fee superannuation fund. Wellington, New Zealand 6140

Please note: Fees outlined above are the maximum you will be charged for investing in FlexiSaver. Kogan Super offers five simple investment options for customers to choose from based on their risk tolerance. Whether you’re an aggressive investor with an appetite for risk, prefer to play it safe or are somewhere in between, we’ve got an investment option for you. Kogan Super also provides default Death and Total and/or Permanent Disablement insurance for eligible customers.

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