Investment switches change

Under current provisions, you can only change your investment option twice during the Scheme year (1 July to 30 June). From 1 July 2020 we are offering you greater flexibility. You will have two FREE investment switches during the Scheme year AND you will now be able to make more changes in a Scheme year, which will be subject to an administration charge of $80 for each change (which will be deducted automatically from the existing balance in the Member Account).

To make an investment switch, download and complete the ‘investment fund change request’ form and return to the Scheme Secretary (email westpacstaffsuper@mercer.com). More information is available in the latest Product Disclosure Statement dated 30 June 2020.

 

This information has been prepared by Mercer (N.Z.) Limited for general information only. The information does not take into account your personal objectives, financial situation or needs.This information has been prepared by Mercer (N.Z.) Limited for general information only. The information does not take into account your personal objectives, financial situation or needs.

30 June 2020