| Awaken with ART ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ |
| Feed their future with our new High Growth Index option | As one of Australia’s largest super funds, trusted by over 2.3 million Australians with close to $300 billion1 in retirement savings, we’ve got access to exclusive investment opportunities at competitive costs, including our new High Growth Index option. | With lower-cost index investments, your clients have more choices about where they put their savings to suit their circumstances and life stage. |
| High Growth Index Option | Total fees and costs for Super Savings accounts | | Balance | $200k | $1m | | Investment fees and costs | $180.00 | $900.00 | | Administration fees (deducted from member account)* | $262.40 | $562.40 | | Total | $442.40 | $1,462.40 |
| | Administration fees deducted from members' accounts are $62.40 p.a. + 0.10% on the first $500,000 only. | | * Additional administration costs are paid from the fund's reserves being 0.07%, which for a $200,000 balance equals $140 and for a $1 million balance equals $700. These costs are not deducted from members' accounts. |
| Refer to our PDS for administration and investment fees and costs. Our latest investment performance is available on our website. |
| | | New auto-rebalancing on all Super Savings accounts |
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| | | | Online client servicing capability |
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| Interested to know more? | Discover how Australian Retirement Trust can help you awaken your client’s super. Simply register your interest below and your local Business Development Manager will be in contact. | | |
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| Awaken your client's super | with one of Australia's largest and best2 super funds, as voted by Financial Advisers | | We're by the side of over 5,000 advisers, supporting over $25 billion3 within our close to $300 billion1 in retirement savings. |
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| | We partner with expert managers that aim to find the best investment opportunities for our members. |
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| | We make managing the finer details of super easy, with our dedicated adviser servicing and BDM teams, Adviser Online platform, and our exclusive adviser events and resources. |
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| | | | 1. Includes all ART members with Super Savings and/or QSuper accounts and FUM as at April 2024. | | 2. Best Super Fund as voted for by Financial Advisers at the 2023 Super Review Super Fund of the Year Awards. Awards are only one factor to be taken into account when deciding to invest. Past performance is not a reliable indicator of future performance. | | 3. As at January 2024. | | You have received this email because you consented to receiving marketing material. | | This document has been prepared and issued by Australian Retirement Trust Pty Ltd ABN 88 010 720 840, AFSL No. 228975, the trustee of Australian Retirement Trust ABN 60 905 115 063 (the Fund). It contains general advice and does not take into account the investment objectives, financial situation or needs of any particular individual. You should consider whether the product is right for your client by reading the relevant product disclosure statement (PDS) and Target Market Determination (TMD) at art.com.au/pds or qsuper.qld.gov.au/pds. Outcomes are not guaranteed. Past performance is not a reliable indicator of future performance. | | 238599. 08/24. |
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