Super Members Investments - Managed Funds
12 May 2005

SMI Managed Funds - Why offer managed funds?

We all know that superannuation is a great long-term way to save for your long-term future.

But feedback showed that while union members were extremely happy with their superannuation savings in industry funds – strong performance and low fees, many union members also wanted the same support with their non-superannuation savings.

So, SMI Managed Funds were developed by Industry Super Funds, and supporting unions, to help them achieve their savings goals throughout their lives, not just for their retirement.

What are you saving for right now?

A House? A Car? Your Children’s education? A Boat? A Holiday?

9 Key Reasons for Investing in SMI Managed Funds

  • SMI Managed Funds were established by Industry Superannuation Funds, and supporting unions, to help their members achieve their other saving goals before retirement

  • No entry or exit fees.1

  • Low ongoing management fees – our fees are lower than 85% of our competitors. 2

  • Flexibility to withdraw money and move between investment options.

  • Seven different investment options.

  • Strong, consistent, historical investment performance.3

  • Two entry options:

  1. initial one-off investment - $1000.
  2. minimum investment - $80 per month.

  • High quality, personalised customer service.

  • No commissions paid to financial advisers.

  • Invest in assets you could normally only access if you had a large sum of money to invest.

For more information on how SMI Managed Funds can help you achieve your goals or to obtain a copy of the SMI Product Disclosure Statement 4 and application form:

Visit: www.supermembersinvestments.com.au

Email: smi@supermembersinvestments.com.au

Call: 1300 655 286

1 Transaction costs do apply.

2 ASSIRT Research website as at 30 April 2005. SMI Growth MER compared with other MERs in the Managed Investments Mulit Sector 80 Product Category. ASSIRT Research has not been involved in the preparation of, authorised or caused the issue of this report. This information was prepared by Super Members Investments Limited from information provided by ASSIRT Research. ASSIRT Research holds an Australian Financial Services Licence, No. 240979.

3 You can view SMI’s past investment performance at www.supermembersinvestments.com.au.

4 Super Members Investments Limited ABN 61 095 100 is the issuer of SMI Managed Funds. A Product Disclosure Statement (PDS) is available for the SMI Managed Funds and this PDS should be considered when deciding whether to purchase or hold SMI Managed Funds products.

The information contained on this website has been prepared without taking into account your objectives, financial situation or needs. Before acting on the information, you should consider the appropriateness of the information in regard to your objectives, financial situation and needs.