A comprehensive range of investment choice
Imagine Wealth offers your employees a carefully selected range of investment options from Australia’s leading investment managers which include:
multi manager investment options;
single manager investment options;
multi sector investment options; and
single sector investment options.
Together with your Financial Adviser, your employees will be able to tailor their investments according to individual preferences, tolerance to risk and return and retirement goals.
Insurance cover options
Imagine Wealth also provides you with a selection of comprehensive insurance options which your organisation can offer to your employees including:
Death Only;
Death and Total / Permanent Disablement; and
Salary Continuance
Your Adviser will assist your employees in tailoring the type and amount of insurance cover to suit their particular needs in a cost effective manner.
Automatic rebalancing
To ensure your employees investments remain aligned with their selected investment options, the Imagine Wealth Employer Superannuation Plan offers an automatic rebalancing facility. If selected, this facility ensures that the Plan reviews investments at a given date and where assets in an investment option differ from the allocation selected by you for that particular option, the Plan will:
Sell investments that are over the selected allocation; and
Buy investments that are under the selected allocation.
Your employees can elect to have their investments automatically rebalanced on a quarterly or annual basis.
Fund performance
Imagine Wealth has aligned itself with Australia’s leading fund managers to provide your employees with a wide range of investment options. Information about the performance of the funds listed within the Imagine Wealth Employer Superannuation Plan can be accessed by contacting your organisation's Financial Adviser or Imagine Wealth Client Services.
Protection of small account balances
Imagine Wealth ensures that your employees' account balances are protected - for account balances that are less than $1,000 Imagine Wealth will limit the amount of fees and charges to protect employee investments.
Superannuation Guarantee reporting
As part of the information and reporting feature, as a Investor of the Imagine Wealth Employer Superannuation Plan, you will have access to an online report enabling you to print or extract a file of employee contribution details over a nominated period. This feature has been designed to increase efficiency and timeliness in meeting your reporting requirements.
A dedicated Client Services team
Any enquiries you may have about your Imagine Wealth Employer Superannuation Plan account can be directed to Imagine Wealth Client Services – a team of individuals who are dedicated to consistently delivering high service standards. Utilising one of the fastest growing administration platforms in Australia, Imagine Wealth Client Services provides you with quality and consideration that is unsurpassed in the financial industry.
Online access to your investment information
Upon joining Imagine Wealth, your organisation and employees will be issued with an Investor code and password enabling easy and convenient online superannuation management. This feature ensures secure access to online web pages and reports, providing immediate information relating to account balances, investment and insurance details.
Competitive fee structure
Becoming a Investor of the Imagine Wealth Employer Superannuation plan ensures that you benefit from efficiencies achieved through advanced technologies and a wide range of investment choices at a competitive fee structure, delivering high value at a minimum cost.