1. Change investment options

Change investment options

It’s easy to make an investment choice

And you can change how your super is invested 

You can choose just one option or spread your super across a mix of options. So as your needs change through the different life stages, so too can your investment strategy

You can change (or switch) your investment choice for: 

  • your existing account balance, and
  • future contributions made to your account.

Different rules apply for switching investment options for your existing account balance and for your future contributions.

Your existing account balance

You can change (switch) investment options as often as you like at no charge.

Switching applications will be effective two business days after the request is received using the most recent unit price/s available. A business day is any day that is not a weekend or NSW public holiday.

Applications received before 11:59pm Sydney time will take effect two business days after the request is received. For example, switching applications received on a Friday, Saturday or Sunday, prior to 11:59pm Sydney time will be effective on Tuesday. Switching applications received on a Monday prior to 11:59pm Sydney time will be effective on Wednesday

Future contributions

Your request to switch the option/s in which your future contributions will be invested will take effect from the date your instructions are received by MTAA Super and will apply to all future contributions from that date. There is no switching fee applied to these changes; however, deductions, such as the administration fee, insurance fee and contributions tax, will be taken from the investment option/s you select for your future contributions. If there are insufficient funds to cover deductions in the investment option/s you have nominated, deductions will be taken from the balances of any other investment option in which you are invested.

How to change your investment options

To change your investment option/s:

If more than one switch request is received on the same day (whether written or online), the form or request received last will be applied.

How to cancel your request

To cancel a request to switch the investment option/s for your existing account balance, you must call us on 1300 362 415 before 7:00pm Sydney time on the day we receive your instruction.

Alternatively, you can login to your account via Member SuperSite and send us a message no later than 11.59pm Sydney time on Tuesday. 

To cancel a request to switch the investment option/s for your future contributions, you must call us on 1300 362 415 before 7:00pm Sydney time on the same day the instruction was made.

 

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