Downloads
Product Disclosure Statements
- Investment Accumulation Plan
- Personal Investment Plan
- Super Accumulation Plan - Parts 1 & 2
- Superannuation Plan - Parts 1 & 2
- Retirement Income Plan
Product Information Update
List of Investment Strategies
Forms
The Portfolio Service plan options
The Portfolio Service is a sophisticated investment management and research service that helps you invest in a well-planned and flexible way.
With The Portfolio Service, all you need to do is select the time over which you want to invest and the level of risk you are willing to accept, and we do the rest. Sit back and relax, the plans are built with flexibility in mind, so when your circumstances change and you want to change or upgrade, the transition between plans is seamless.
| The Portfolio Service plans | Investment options | Minimum investment | Features |
|---|---|---|---|
| Investment Accumulation Plan Access to over 20 carefully selected managed investments |
Managed investments | No minimum |
|
| Personal Investment Plan Access to over 250 investment options |
Managed investments Listed investments - Shares - Property trusts Term deposits |
$5,000 initial investment $100 ongoing investments |
|
| Super Accumulation Plan Access to over 20 carefully selected managed investments |
Managed investments | No minimum |
- Salary Continuance Insurance - Death - Death and Total & Permanent Disablement |
| The Superannuation Plan Access to over 250 investment options |
Managed investments Listed investments - Shares - Property trusts Term deposits |
$5,000 initial investment $100 ongoing investments |
- Salary Continuance Insurance - Death - Death and Total & Permanent Disablement |
| Retirement Income Plan Access to over 250 investment options |
Managed investments Listed investments - Shares - Property trusts Term deposits |
$10,000 initial investment |
|




