Mason Stevens Super
Take control of assets within super. Build a diversified portfolio enabled by smart technology to manage super, transition to retirement or pension portfolios.
Take control of assets within super. Build a diversified portfolio enabled by smart technology to manage super, transition to retirement or pension portfolios.
Mason Stevens Super allows you and your adviser to build a personalised portfolio with a diverse range of assets from across the globe, and manage your account securely online.
Superannuation is generally regarded as a key investment vehicle to support your financial needs and independence when you retire, it is therefore one of the most important investments you will make. You can choose both the superannuation and pension options to help you to build and grow your wealth and also draw a regular income in retirement.
To assist your investment needs, Mason Stevens Super offers:
- a wide range of investment choice
- consolidated custody, administration and reporting of your chosen account (e.g. super, transition to retirement (TTR) or pension)
- a competitive fee structure
- personal insurance options covering death, Total and Permanent Disablement (TPD) and income protection from a selection of leading insurance providers.
Benefits of investing with Mason Stevens Super
Investment choice
Members have a wide range of investment choices including Australian and international equities, fixed income securities, managed funds and professionally managed portfolios.
With guidance from your financial adviser you can develop a diverse portfolio of investments tailored to suit your circumstances and retirement goals.
Next generation technology
Mason Stevens provides you with the latest technology, allowing you to access market information, provide investment instructions, see details of your investment holdings, performance and produce reports.
Competitive fees
A competitive fee structure that encompasses the administration, reporting and online access for your account.
Your adviser can help you link multiple Mason Stevens Super accounts (conditions apply), including your own and those of immediate family members, which may reduce the administration fee payable.
Insurance choice
If you need insurance such as death, TPD and income protection cover, a selection of leading insurance providers is offered for you to choose from. This allows you and your adviser to consider an insurance solution that will meet your needs and complement your investment objectives.
When your application is accepted, a Self-Directed Portfolio (SDP) will be established to accept your rollovers and regular contributions (only for Super).
The cash held in your SDP represents the cash you have available to invest directly or allocate to any Managed Portfolios that you have selected. If an investment instruction is not received from you or your adviser, it will remain in cash in your SDP.
Through your SDP you can access a variety of investment choices and strategies directly. Alternatively, you can invest by selecting a Managed Portfolio. Through a Managed Portfolio you can access the same investment choices through a professionally managed portfolio designed that aims to meet a certain investment objective or risk profile.
You can choose to invest in the following, subject to investment limits set by the Trustee as outlined in this Guide:
- Australian listed securities
- International listed securities
- Fixed income securities
- Managed funds
- Managed Portfolios
- Term deposits
- Cash
Your available investment choices through the Fund
For the list of investment choices you can select from, please refer to the investment menu available at masonstevens.com.au/supermenu.
Managed Portfolios
You may be able to select from a number of Managed Portfolios, the concept of which was described above. For more information on Managed Portfolios, please speak to your adviser.
Mason Stevens Managed Portfolios
- Mason Stevens Australian Fixed Income Managed Portfolio
- Mason Stevens Balanced Growth Flagship Multi-Asset Managed Portfolio
- Mason Stevens Balanced Income Flagship Multi-Asset Managed Portfolio
- Mason Stevens Cash Enhanced Portfolio
- Mason Stevens Conservative Flagship Multi-Asset Managed Portfolio
- Mason Stevens Foundation ETF Balanced Managed Portfolio
- Mason Stevens Foundation ETF Conservative Managed Portfolio
- Mason Stevens Foundation ETF Growth Managed Portfolio
- Mason Stevens Growth Flagship Multi-Asset Managed Portfolio
- Mason Stevens High Growth Flagship Multi-Asset Managed Portfolio
Australian listed securities
You have access to invest in a selection of securities on the Australian Securities Exchange including individual securities, Exchange Traded Funds (ETFs),
Listed Investment Companies
(LICs), interest rate securities and hybrids (such as preference shares and convertible notes).
International listed securities
You have access to invest in a selection of securities on approved international exchanges.
Fixed income securities
You have access to a range of fixed income securities (both listed and unlisted).
Managed funds
You have access to range of managed funds from a selection of investment managers.
Term deposits
The Fund offers a selection of term deposits.
Cash
Interest will be paid on your Australian dollar cash balances.
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Mason Stevens Limited is part of the Mason Stevens group of companies (Mason Stevens Group).
The Mason Stevens Group is a privately owned financial services firm based in Sydney, founded in 2010.
The Mason Stevens Group specialises in offering separately managed accounts supported by a comprehensive investment service, as well as bespoke investment solutions to both retail and wholesale investors.
As Mason Steven’s Chief Investment Officer (CIO), Jacqui leads the firm’s Outsourced Chief Investment Office (OCIO) strategy which includes the investment team, execution, implementation and product management teams. Jacqui plays a crucial role in developing client coverage models across both the pipeline of new clients and the existing client base. The OCIO strategy supports a wealth practices’ journey toward a Managed Account solution and the ongoing partnership thereafter.
As a highly experienced investor with over 25 years’ experience, Jacqui is able to leverage her deep understanding of financial markets across a breadth of asset classes, asset allocation, instrument selection, portfolio construction and risk management. During her extensive career, Jacqui has led multiple teams, held leadership positions and developed products within the financial services sector.
Jacqui is passionate about mentoring and supporting women in the financial services industry and was recently invited to join Chief Executive Women (CEW) in recognition of her seniority and influence in the financial services sector.
During her time at Mason Stevens, Jacqui has launched the firm’s unique OCIO function, allowing wealth practices to draw upon the teams’ deep investment expertise. Jacqui partners with our clients to deliver investment performance in a scaled, compliant and consistent manner across our wealth practices.
Since joining Mason Stevens in 2015, Tim has been an integral part of Mason Stevens journey, initially playing a senior leadership role in the growth of the Adviser Services segment, as well as helping drive the technology build and product development.
Appointed in 2022 as Mason Stevens CEO, his focus is on the creation of best in class solutions that simultaneously optimise client outcomes and improve practice efficiency and profitability.With over 25 years’ experience leading investment banking and wealth management businesses at firms such as UBS, Royal Bank of Scotland, Perpetual, and Westpac, Tim has deep experience in fixed income, currency and commodity markets, alongside technology, and business strategy.
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Click here to view our Target Market Determination - Super Transition To Retirement (TTR).
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