A diverse range of investment choices
Imagine Wealth offers you 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.
You will also have access to over 100 of the largest securities listed on the Australian Stock Exchange (ASX) to further diversify your investment portfolio.
Together with your Financial Adviser, you will be able to tailor your 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 including:
Death Only; or
Death and Total / Permanent Disablement; and
Salary Continuance.
Your Adviser will assist you in tailoring the type and amount of insurance cover to suit your particular needs in a cost effective manner.
Automatic rebalancing
To ensure your investments remain aligned with your selected investment options, the Imagine Wealth Superannuation and Rollover Division offers an automatic rebalancing facility. If selected, this facility ensures that investments are reviewed at established intervals and where assets in an investment option differ from the initial allocation selected by you for that particular option, the Administrator, Oasis will:
Sell investments that are over the selected allocation; and
Buy investments that are under the selected allocation.
You can elect to have your investments automatically rebalanced on a quarterly, half yearly or annual basis.
Flexible Investment Management
As an Imagine Wealth Investor you have the unique flexibility to choose how to manage your:
Deposits;
Existing investments;
Income distributions; and
Cash Account.
Fund performance
Imagine Wealth has aligned itself with Australia’s leading fund managers to provide you with a wide range of investment options. Information about the performance of the funds listed within the Imagine Wealth Retirement Fund can be obtained by contacting your Financial Adviser or Imagine Wealth Client Services.
A dedicated Client Services team
Any enquiries you may have regarding your superannuation account can be directed to Imagine Wealth Client Services – a team of individuals who are dedicated to consistently delivering high quality 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 services industry.
Online access to your investment information
Upon joining Imagine Wealth, you will be issued with an Investor code and password enabling you to easily and conveniently manage your superannuation account online. You will be able to securely access online web pages and reports, providing you with up to date information relating to your account balances, investment and insurance details.
Competitive fee structure
Becoming a Investor of the Imagine Wealth Superannuation Master Trust 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.
Flexibility in Making Contributions
The Imagine Wealth Superannuation Master Trust allows you, your employer and spouse the flexibility and convenience to make superannuation contributions via direct deposits, cheque or BPAY.