Features snapshot

This table lists the key features of Pursuit Core and Pursuit Select.

-

-

Pursuit Core

Pursuit Select

 

Investment options (including term deposits)

35+

180+

 

Fund managers

15+

25+

 

Investment Options

Easy Choice
Multi-manager funds comprising Conservative, Balanced, Growth, Cash, Fixed Interest, Australian Shares and Global Shares.

Investor Choice
Cash, Australian Fixed Interest, Global Fixed Interest, Australian Shares, Global Shares, Property, Infrastructure, Commodities and Alternative Investments.

N/A

Direct Share Choice
- offers access to the majority of listed securities in the S&P/ASX 300 Index (for Pursuit Select Personal Super and Allocated Pension).
The Pursuit Select Investment Service offers access to all fully paid ordinary and preference shares, stapled securities, Exchange Traded Funds (ETFs), interest rate securities and Listed Investment Companies (LICs) listed on the Australian Stock Exchange.1

 

Minimum entry

$2,000
(Personal Superannuation & Investment Service)

$10,000
(Allocated Pension)

$10,000
(Personal Superannuation & Investment Service)

$20,000
(Allocated Pension)

 

Contibution options

BpayTM, cheque, direct debit facility
($100 minimum)

BpayTM, cheque, direct debit facility
($200 minimum)

 

Regular Contribution / Savings Plan

Yes
(excludes Allocated Pension)

Yes
(excludes Allocated Pension)

 

Margin lending

Yes
(Investment Service only)

Yes
(Investment Service only)

 

Withdrawal options
(Investment Service only)

On request
  - $1,000 minimum
Automatic Distribution Facility
  - $200 minimum

On request
  - $2,000 minimum
Automatic Distribution Facility
  - $200 minimum
Regular Withdrawal Plan
  - $200 minimum

 

Income distributions

Investment Service
  - Reinvest
  - Retain in Cash Account
  - Automatic Distribution Facility
Super and Pension products
  - Reinvest
  - Retain in Cash Account

Investment Service
  - Reinvest
  - Distribution Instruction
  - Automatic Distribution Facility
  - Retain in Cash Account
Super and Pension products
  - Reinvest
  - Distribution Instruction
  - Retain in Cash Account

 

Withdrawal options
(Investment Service only)

On request
  - $1,000 minimum
Automatic Distribution Facility
  - $200 minimum

On request
  - $2,000 minimum
Automatic Distribution Facility
  - $200 minimum
Regular Withdrawal Plan
  - $200 minimum

-

Insurance (Personal Super only)

 

Death

Yes - Unlimited 2

Yes - Unlimited 2

 

Death & TPD

Yes - $5M

Yes - $5M

 

Salary continuance

Yes - up to 75% of declared earned income plus 10% of declared earned income as super contributions

Yes - up to 75% of declared earned income plus 10% of declared earned income as super contributions

 

Waiting period

30/60/90 days

30/60/90 days

 

Benefit period

2, 5 years or to age 65

2, 5 years or to age 65

 

Adviser insurance commission

Up to 33%3

Up to 33%3

1  Some restrictions may apply. For further information please refer to the Pursuit Select Investment Service IDPS Guide.

2  Subject to underwriting.

3  Includes GST but exclusive of any reduced input tax credits (RITCs)

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