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Investment choice

When a member makes an investment choice, they can:

  • make sure their super is being invested in an investment option that suits them
  • choose from a range of options - from low risk to high risk
  • invest their super in a range of asset classes – from cash to shares
  • switch their investment choice up to 12 times a financial year free of charge.

When a member makes an investment choice, it will usually be effective on the first day of the following month. In the event of a partial payment occurring after the first day of the month but before the monthly investment returns are declared for the investment options (which can be up to three weeks) their new investment choice will take effect after the date of the partial payment.

If a member doesn’t make a choice

If a member doesn’t make an investment choice, that’s OK.  We’ll still look after them by investing their super in our lifecycle strategy. We know everyone has different investment needs, so we’ve created a range of options based on their age.

Please see the table below for the investment option members will be automatically invested in:

If a member is: They will be automatically invested in:
Aged less than 50 Long-Term Growth
Aged 50 to 59 Medium-Term Growth
Aged 60+ Balanced

Members aged under 50 will have their money invested in super for a longer period of time, and can afford to ride the ups and downs of the investment cycle. Therefore, they are invested in our Long-Term Growth option, the investment option with the highest risk and return.

In contrast, we expect that members closer to retirement age generally want less investment volatility, and are therefore invested in our Balanced option.

How members can change their investment choice

  1. They should refer to our Member Guide or Pension Guide for more information about the investment options available.
  2. Once they’ve decided which investment option best suits them, they can apply to change their investment choice by:
  3. Confirmation of their new investment choice will be sent to their postal address.
This website is provided by Health Super Pty Ltd ABN 97 084 162 489, AFSL No. 246492, the Trustee of Health Super Fund ABN 88 293 440 675 (Health Super). The website content is of a general nature only and does not take into account your personal objectives, situation or needs. Before making a decision about a Health Super product or service, you should read our Member Guide (Product Disclosure Statement) which is available on this website or by calling 1800 331 719. Some products and services offered on this website are provided by third parties. The Trustee is not responsible for the products or services, views or actions of these third parties. Terms and conditions may apply which should be obtained from the third parties direct. The Trustee does not accept liability if loss or damage is incurred from the acquisition of third party products or services.
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