Important Information

Investments

This important information relates to many member’s super accounts; their circumstances may be different from yours. If you are in doubt about whether or not a particular provision applies to you or if you simply would like further information, please contact us.

It is important for you to consider your own personal financial circumstances, objectives and needs (your needs). We do not consider your needs. If you would like someone to help consider your needs before you change your investment strategy you should speak with a licensed or appropriately authorised financial adviser, to speak with a Mercer financial adviser, please contact us. You should also consider the Product Disclosure Statement, available on the Forms and Publication page on our website.

Before making a change to your investment strategy you should read the details of each investment option involved carefully - this can be done by simply clicking on the name of the investment option. Over time, unit prices for different investment options rise and fall at different rates resulting in the proportion of your current balance in each option changing.

You are generally able to exercise investment choice however, for some members their specific plan rules prohibit investment choice. If you are in doubt, please contact us.

It is important to consider the following before your request:

  1. Time to Process Your Request;
  2. Fees and Charges;
  3. Confirmation of your request;
  4. Restrictions to Pension Members (if applicable)

Time to Process Your Request

A valid investment switch instruction received by the Fund Administrator by 5.00 pm (Melbourne) on Tuesday will be processed at the next declared unit price, available on the following Friday. Instructions received after 5.00 pm (Melbourne) on Tuesday will be held and processed in the week after the form is received.

Fees and Charges

There are no fees charged for changing your investment strategy. However, a buy/sell spread (the difference between entry and exit unit prices) applies on changing between some investment options. You can obtain a unit price quote (reflecting any buy/sell spreads) from the unit price section of the investments page, or you can contact us.

Confirmation of your request

Your transaction will only be processed if you have received a Receipt Number. If you tried to do an investment switch but you haven't received a Receipt Number (and wish to make an investment switch), please contact us.

Your investment switch will become effective once it has been processed by us. You can receive a Confirmation Advice of your investment strategy change, check your preferences.

Your investment change request will only be applied to the account you are currently logged into. If you have multiple accounts with us, you will need to submit a separate request for each account. You can access your other accounts (if applicable) from the navigation.

Your change will not be visible on this site until it is processed by us.

You agree that where we have your email you:

  1. acknowledge that your email will be used to send you confirmation of this transaction once your request has been processed. You also agree that we may use these details in the future to send you information concerning your super electronically (unless you have otherwise told us).
  2. understand you can change your preference for receiving confirmation at any time by updating your personal details information via this website, or by calling us.
  3. acknowledge if your email bounces, you will be issued with a paper-based confirmation letter and that the email address recorded for your account will be removed. If this occurs, you will be prompted to provide an updated email the next time you log in to your account.

Privacy Policy

By submitting a request to change your investment strategy, you understand and consent to your information being collected, disclosed and used in the manner set out in the our Privacy Policy.