Trustee and Fund information

Zurich Master Superannuation Fund – Member Outcome Statement

As of 2021, all superannuation funds are required to assess the outcomes provided to their members (a Member Outcome Statement) and, based on that assessment, publish the results on how well the Fund provides member outcomes and promotes members’ financial interests.

A separate Member Outcome Statement has been done for each product offered in the Zurich Master Superannuation Fund and can be accessed here.

Methodology and structure

In conducting each assessment, the Trustee compared the Product to similar superannuation products using the criteria in Part 6 of the Superannuation Industry (Supervision) Act 1993 and Prudential Standard SPS 515 Strategic Planning and Member Outcomes. This comparison includes outcomes related to:

• investment risk and return;
• fees and costs;
• insurance claims (where relevant); and
• the options, benefits and facilities offered to members.
   

These options, benefits and facilities include member engagement and experience, sustainability (as a measure of the ability to deliver optimal member outcomes in the future) and liquidity.

Each report also includes a dashboard that depicts the Trustee’s assessment of the Product’s market-relative performance for each outcome they aim to provide members; a table summarising the key metrics relied on when making this assessment; and their commentary on this performance that includes action items to improve suboptimal performance.

Further information

If you have any questions about the Member Outcome Statement, or any other issue regarding your membership of the Zurich Master Superannuation Fund, please reach out to the Zurich Customer Care team in the most convenient way for you by:

 calling us on 131 551, or

 emailing us at client.service@zurich.com.au

 sending a letter to The Manager, Zurich Customer Care, Locked Bag 994, North Sydney NSW 2059

The Fund is administered by Zurich Australia Limited ABN 92 000 010 195, AFSL 232 510.This information is general in nature only.  It has been prepared without taking into account your particular objectives, financial situation or needs. Before acting on any advice you should assess or ask your adviser whether it is appropriate for your needs, financial situation and investment objectives.  More information about how the Trustee handles your personal information may be found at Privacy Statement