Changing your investments

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

Accumulation 1, Accumulation 2, Spouse and DBD members with an accumulation component are able to switch investment options on a weekly basis.

Flexi Pension and Term Allocated Pension members are able to switch investment options on a monthly basis. (It is anticipated that pension members will have access to weekly switching in the first half of 2011.)

The first switch per account in each financial year is free of charge once. All subsequent switches in the same financial year will be charged an investment switching fee of $26.

The choice is yours

You can choose how your account is invested from our wide range of investment options.Your account balance will be affected by the investment returns of your chosen options.

Each investment 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.

Please note: a Self select investment fee of $30 applies if you choose to invest your account in more than one investment option and/or one of the Single-Asset Class investment options.  This fee is deducted from your account at the end of each six-monthly statement period.

Our investment choice calculator can assist you to determine which investment options may best suit your circumstances.

It's easy to change your investment options

Online

If you have advanced access to MemberOnline you can switch your investment options online right now.

Simply log on to MemberOnline – the secure, member section of our website – to use our online switching facility. Please note, your updated investment information may not be displayed in MemberOnline until a few days after your investment switch has been actioned.
 

By mail

1. Download an Investment choice form.

Return your completed form to UniSuper:

• By mail …

UniSuper, Level 37, 385 Bourke Street, Melbourne Vic 3000

• By fax …

(03) 9910 6141 (Please ensure that you fax the entire form.)

Please note e-mail or telephone instructions cannot be accepted.