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FIDUCIAN SUPERANNUATION SERVICE

The Fiducian Group is a listed wealth management company offering investment management, public offer superannuation, platform administration services, information technology, financial planning and business outsourcing services. The structure of the Group is as set out below:

About the Fiducian Superannuation Service

The Fiducian Superannuation Service (the Fund) is a streamlined superannuation master trust designed to help you build and manage your wealth before and after retirement. Its flexible structure allows you to implement the investment strategies that suit your risk requirements, investment time horizon and growth and income needs.

The Fund is a public offer superannuation fund that is regulated by the Australian Prudential Regulation Authority, with a corporate trustee, Fiducian Portfolio Services Limited, whose Directors bring a wealth of experience to the Trustee board.

The Trustee of the Fund understands the importance of not just your existing superannuation, but also the future need to match your superannuation savings with your retirement goals.

We offer a wide range of superannuation investments to cater for all types of investors, from the young person starting out in employment, to those contemplating retirement in the next few years.

These investments are made on a cost effective wholesale basis directly with well known and reputable fund managers, a number of share portfolio options and term deposits.

We also offer a range of insurance benefits to provide you and your family with additional financial security.

We only accept superannuation investments from clients who have sought the advice of a licensed Financial Planner.

Features of the Fiducian Superannuation Service include:

  • Over 35 managed funds options from over 18 Investment Managers, plus
  • Access to 14 Fiducian Funds managed through our proven Manage The Manager System.
  • Managed Share and Listed Property Securities Portfolios fully researched and managed for you.
  • Fixed Interest Securities and Term Deposits.
  • Personal Superannuation portfolios for personal and employer contributions, government co-contributions, spouse contributions, roll-overs and certain proceeds from the sale of a business.
  • Account Based Pension and Term Allocated Pension portfolios to receive regular tax effective pension payments.
  • Consolidated reporting with half yearly statements and Fiducian Online enables you and your financial adviser to better keep track of your investment goals.
  • Flexible Options make it easy to tailor and manage your portfolio -
    • Savings Plans
    • Automatic Investment Profiles
    • Insurance Options
    • BPAY

As a Fund member you will also have 24 hour access to your account, insurance, investment details and statements via Fiducian Online.

Your investment and insurance in the Fund is managed using a platform structure as follows:

The information on the Fiducian website is not intended to be a recommendation, offer, or invitation to invest. Any advice is general in nature and does not take into account your investment objectives, financial situation and particular needs. You should consult your Financial Planner for advice and consider the disclosure document for each product before making investment decisions.

Fiducian Portfolio Services Limited RSE L0001144

 
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