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Cashel Super and Pension Fund provides the ability to take control over how you want to invest in, the risk you take on, and the liquidity you want to manage. Each tailored investment option is unique to every member and seeks to invest for both you and your beneficiaries.

Cashel Super gives you the opportunity to invest globally with the guidance of specialised advisors, or to self-direct your investments through one of five risk adjusted models.

The various investment options and their return objectives include:

Tailored

Individually managed portfolio based on your personal advice for your lifestyle goals provided by a dedicated financial planner and portfolio manager who will work with you to structure a portfolio specific to you, your age, your risk profile and your retirement liquidity goals.

This includes investments in over 1,400 different investment options including:

  • Over 1,000 Australian and International Direct Equities
  • Over 150 managed funds and exchange traded funds
  • Separately Managed Account Strategies
  • Over 40 Term Deposit and Fixed Income Products, and
  • Direct access to initial public offering

Subject to your personal investment goals

High Growth

Diversified across all major asset classes with a higher bias towards Australian and International markets.

Target return of 4.0% per annum above CPI

Growth

Diversified across all major asset classes with a bias towards Australian and International markets.

Target return of 3.5% per annum above CPI

Balanced

Diversified across all major asset classes.

Target return of 3.0% per annum above CPI

Conservative Balanced

Diversified across all major asset classes with a higher allocation to assets such as fixed interest and cash.

Target return of 2.0% per annum above CPI

Conservative

Diversified across all major asset classes with a higher allocation to assets such as fixed interest and cash.

Target return of 1.5% per annum above CPI

 

Join Cashel Super

As a member of Cashel Super and Pension Fund, you’ll gain the purchasing advantage of all Cashel Family Office members, including access to:

Global custody arrangements with J.P. Morgan

Investment and Member Administration by Xplore Wealth Limited, and

Compliance and financial auditing by KPMG.

One of the lowest Administration Fees of any of the investor directed superannuation product platforms with a maximum cap of $2,625, and a minimum of $210 per year, regardless of size.

 

See chart for figures

Note an additional 0.105% applies to international equities.
Aligned Investment Management Fees scaled based on your Investment Option for your account:

1.0% per annum of the account balance for Tailored Portfolio, or

0.55% per annum of the account balance for any Managed Portfolio.

Financial Planning and Advice Fees may apply should you need complex financial planning and advice, a Cashel Financial Adviser will provide a quote in advance of any work. Other fees and charges are detailed in the Product Disclosure Statement and Investment Menu.

  • Select one or as many as you need