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Updates to indirect investment-related costs for investment options
Every year we update the estimated indirect 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 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-related costs. For a small number of options (listed below), there has been a significant increase in the indirect investment-related costs over the last financial year. If you were impacted, we will have written to you directly providing you with more information.
| Products | Investment option/s |
| Flexible Income Pension | • Capital Guaranteed Fixed Interest |
| Flexible Income Plan | • Diversified Balanced |
| Flexible Pension Plan | • Diversified Balanced |
| Multifund Flexible Income Plan | • Australian Share 2 • Australian Share 3 • Australian Share 4 • Hedged International Share • International Share 2 • International Share 3 • Specialist Property and Infrastructure |
| Provider Personal Retirement Plan | • Diversified Balanced |
| Provider Top Up Retirement Plan | • Diversified Balanced |
| Retirement Bond | • Diversified Balanced • Diversified Conservative • Diversified Growth • Diversified High Growth |
| RLA Allocated Pension Plan | • Diversified Growth • Diversified High Growth • Pre-mixed Balanced |
| RLA Personal Super Plan | • Conservative • Diversified Growth • Diversified High Growth • Pre-mixed Balanced |
| Super Rollover Plan Investment Linked Deferred Annuity | • Super Rollover Plan |
For additional explanations on indirect costs, the latest fees and costs information for your product and the current investment options, please visit resolutionlife.com.au/performance, select your product from the drop-down box available in the Superannuation or Retirement categories and select the ‘Fees & costs’ and/or the ‘Investment report’ tabs.
What you need to know
Any advice on this website is provided by Resolution Life Australasia Limited ABN 84 079 300 379, AFSL No. 233671 (Resolution Life), and 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 relevant product disclosure statement and/or policy document, available from Resolution Life at resolutionlife.com.au or by calling 133 731, before making a decision on whether to acquire, or continue to hold, the product.
The Target Market Determinations (TMDs) for our financial products (where applicable) can be found at Target Market Determinations (TMDs). The TMDs describe the key features and attributes of an applicable product that affect whether it is likely to be consistent with the objectives, financial situation and needs of consumers in the target market.
Resolution Life is part of the Resolution Life Group and can be contacted via contact us or by calling the phone number mentioned above.
