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Updates to indirect investment costs for investment options

Every year we update the estimated indirect investment costs for each of our investment options, based on the underlying costs incurred over the last financial year. These underlying costs are deducted from the underlying assets of the investment portfolios and are reflected in the investment option's unit price or crediting rate.  

When updating the estimated indirect investment costs, we make an assessment for each investment option as to whether the costs have changed significantly from the previous year. For most investment options, there have been no significant changes to the indirect investment costs. For one investment option (listed below), there has been a significant increase in the indirect investment costs over the last financial year. Customers who have been impacted by these changes will receive a letter from us shortly, providing them with more information. 

National Mutual Retirement Fund (NMRF) productInvestment optionPrevious Indirect Investment cost (% pa)New Indirect Investment cost (% pa)
Goldline Personal Superannuation PlanListed Real Assets 30.120.39

 

For additional information on indirect investment costs, the latest fees and costs information for our products and the current investment options, please visit resolutionlife.com.au/performance, select the product from the drop-down box available in the Superannuation, Retirement Income and Investment categories, and refer to the ‘Latest product documents’ section for the relevant Fees and Costs information.

Important information

Where the information on this website is factual information only, it does not contain any financial product advice or make any recommendations about a financial product or service being right for you. Any advice is provided by Resolution Life Australasia Limited ABN 84 079 300 379, AFSL No. 233671 (Resolution Life), is general advice and does not take into account your objectives, financial situation or needs. Before acting on this advice, you should consider the appropriateness of the advice having regard to your objectives, financial situation and needs, as well as the product disclosure statement and policy document for the product. Any guarantee offered in the product is only provided by Resolution Life. Any Target Market Determinations for our products can be found at resolutionlife.com.au/target-market-determinations

Resolution Life does not make any representation or warranty as to the accuracy, reliability or completeness of material on this website nor accepts any liability or responsibility for any acts or decisions based on such information.

Resolution Life can be contacted at resolutionlife.com.au/contact-us or by calling 133 731.