Sorry about that. Please log out, then try logging in again to see if that fixes the error.
If you need the information urgently, phone our Helpline on 1300 133 177, Monday to Friday between 8am - 8pm AEST/AEDT.
If calling from outside Australia phone +61 3 8687 1818.
How to switch your investment options
Your investment switch values will depend on when we receive your switch request as follows.
|
Unit price applied |
Request received by 4pm (AEST/AEDT) on a business day |
Same day’s |
Request received after 4pm (AEST/AEDT) on a business day |
Next day’s |
Your investment options switch will be reflected in your account 3 business days after your request. Your change will only appear below once processed — it doesn't appear immediately. Please avoid submitting multiple requests, as this will slow down the process.
There are separate sections below to update your current investment or your future contributions. You must update these separately, by clicking the edit button for each investment and following the prompts.
For more support and information on switching, please contact us.
Investment performance
Our performance summaries show the net return after investment fees, tax (if applicable) and the asset-based fee. You can view these on our website.
Direct investment
If you'd like to make direct Investments to ASX-listed companies, exchange traded funds and term deposits, you can do so through the NGS Sell-Managed Direct Investment Option (DIO). To start, edit your current investments below by allocating an amount to the NGS Self-Managed DIO.
Once your funds have been allocated in the NGS Self-Managed DIO cash hub. you can choose your investments through the Self-Managed DIO portal.
Read our Self-Managed DIO portal guide for more detail.
Transition to retirement and Income accounts
You’ll be prompted to change your pension drawdown strategy after you press Submit below.
Read our Guide to updating your investments for more detail on updating investments online.
Think before you switch It's important to remember that superannuation is a long-term investment If you're considering an investment switch, it could be a good idea to seek financial advice before taking action. You should consider all the information contained in the current Product Disclosure Statement and incorporated fact sheets before making a decision about investing in NGS Super. You can also view our Target Market Determinations at ngssuper.com.au/TMD. |
Disclaimer text goes here.
| Investment option |
Unit price 22/09/2015
|
Number of units | $ |
% |
|---|---|---|---|---|
| Investment option | Allocate $ | Allocate % |
|---|
| Investment option | |||
|---|---|---|---|
| 100% | |||
| Investment option | Allocate % |
|---|
| Investment option | Entry price | Mid Price | Exit price |
|---|
| Investment option |
Unit price 22/09/2015
|
Number of units | $ |
% |
|---|---|---|---|---|
| Investment option | |||
|---|---|---|---|
| 100% | |||
| Investment option | Entry price | Mid Price | Exit price |
|---|
Requests other than into 'Mercer Direct': We've received your request, it might be a good idea to keep or print the receipt details for your records. If you have made a request in relation to Mercer Direct investments please see the note below.
'Mercer Direct' investments: Please note a valid email address must be recorded in the Personal Details section of this website in order to process your request. Please check the Personal Details page to confirm your email address. Without a valid email address your request will not be processed. If you've requested to move a portion of your funds into Mercer Direct, and a portion into one or more investment options your request will also require a valid email address in order to be processed.
You are changing your investment strategy for your current account balance, understanding that final values are estimates and subject to change due to market movements between now and the date the change is processed.
| Investment options | From: | To: |
|---|
You have selected an investment option that takes into account your date of birth to determine your risk profile and appropriate asset allocation. Our records show your date of birth as #DOB#. If this date is incorrect, please cancel this change and contact us to amend before submitting.
The effective date of your switch and the unit prices which are applied will depend on the timing of your request. Specific details are included in the important information page. Before you submit your request, please ensure you have read & understood how your switch request will be implemented.
If you wish to change both your current investments strategy and future contributions strategy for your Accumulation account, you must edit them separately.
Transition to retirement and Income accounts: You’ll be prompted to change your pension drawdown strategy after you press Submit below.
These changes have been confirmed
Please confirm that your email #EMAIL# is updated on Personal Details page
These changes have been confirmed
Please confirm that your email #EMAIL# is updated on Personal Details page
These changes have been confirmed
You are changing your investment strategy for your {}, understanding that final values are estimates and subject to change due to market movements between now and the date the change is processed.
| Investment options | From: | To: |
|---|
You have selected an investment option that takes into account your date of birth to determine your risk profile and appropriate asset allocation. Our records show your date of birth as #DOB#. If this date is incorrect, please cancel this change and contact us to amend before submitting.
By clicking submit, I understand the important information and wish to change my investment options.
If you wish to change both your current investments strategy and future contributions strategy, you must edit them separately.
These changes have been confirmed
Please confirm that your email #EMAIL# is updated on Personal Details page
These changes have been confirmed
Please confirm that your email #EMAIL# is updated on Personal Details page
These changes have been confirmed
This option invests across most asset classes but mainly in growth assets. It is designed for members who want exposure to mainly growth assets and can tolerate a medium to high level of risk over seven years.
To achieve a return (after tax and investment fees) that exceeds CPI increases by at least 4.5% per annum over rolling seven year periods.
Low to medium
Three years
Growth / Defensive benchmark (ranges shown in brackets)
| Asset Class | Range % | Benchmark % |
|---|---|---|
| Australlian Shares | 10-35 | 24 |
| Australlian Shares | 10-35 | 24 |
| Australlian Shares | 10-35 | 24 |
| Australlian Shares | 10-35 | 24 |
| Australlian Shares | 10-35 | 24 |
| Australlian Shares | 10-35 | 24 |
Percentage values are indicative only and may not add up to 100% as they’re rounded up or down to the nearest whole number.