Changing your investments

It's your money. It's your choice. So make sure your UniSuper account is invested in the options that best suit you.

The choice is yours

You can choose how your account is invested from our range of investment options. Your benefit will be affected by the investment returns of your chosen option(s).

Each option has its own performance objectives and a particular blend of assets, ranging from low-risk options with lower return targets, to higher-risk options with correspondingly higher return targets.

Our investment choice calculator could help you work out which investment options will best suits your circumstances.

Effective dates for investment option changes

UniSuper offers monthly switching.

To change your investments, UniSuper must receive your new investment choice instruction on or before the 20th of the month. Your investment options will then be changed on the 1st of the following month.

Your investment choice instruction must be received on the previous business day if the 20th falls on a weekend or public holiday.

Forms received after the 20th of the month will be held over until the following month, so for example if we received your new investment choice instruction on the 21st April, your investment option(s) won’t be changed until 1st June.

You are able to change your investments for free once per financial year. Any subsequent changes usually incur a switching fee.

Please note: The updated investment information may not be displayed in MemberOnline until a few days after the switch has been actioned. However, the investment switch and all returns will be backdated and made effective as of the 1st of the month.

It's easy to change your investment options

Online

If you have Advanced Access to MemberOnline you can change your investment options online right now.

By mail

1. Download an Investment choice form.
2. Return your completed form to UniSuper.