|Unique Superannuation Identifier (USI)||Australian Business Number (ABN)||Togethr Trustees Pty Ltd|
|Catholic Super 33 813 823 017 601||Equipsuper 33 813 823 017|
|For the year ended 30 June 2022|
Catholic Super is a public offer, profit-to-member industry fund – all are welcome to join.
We offer both accumulation and pension products for members.
|Fund name||Catholic Super is a division of Equip Super|
|Trustee||Togethr Trustees Pty Ltd|
|Products and services|
In the 15 years to 30 June 2022, and after fees, Catholic Super’s default Growth Plus MySuper investment option^ returned $180 more per year than the average retail super fund and kept pace with the average industry fund (for a member with a starting balance of $150,000).
|Administration||Mercer Outsourcing (Australia) Pty Ltd||83 068 908 912|
|Asset consultant and investment advice||JANA Investment Advisers Pty Ltd||97 006 717 568|
|Custodian||National Australia Bank Limited (Asset Servicing Division)||12 004 044 937|
|Internal auditing services||EY||75 288 172 749|
|Group life insurance and Income Protection insurance for the Equip Superannuation Fund||MetLife Insurance Limited (MetLife)||75 004 274 882|
^Source: Chant West (chantwest.com.au). Past performance is not a reliable indicator of future performance. Net returns for a member aged 35 with a balance of $150,000 are compared against an investment benchmark median for industry fund and retail fund default MySuper options. Net returns are calculated based on the annualised investment return (after tax and investment fees) over the 15 years to 30 June 2022 and the latest administration fees at August 2022. The retail super category includes corporate funds, corporate master trusts and retail master trusts. Important information about the data provided by Chant West can be found below.
Data provided by Chant West © Zenith CW Pty Ltd ABN 20 639 121 403 (Chant West), Authorised Representative of Zenith Investment Partners Pty Ltd ABN 27 103 132 672, AFSL 226872 under AFS Representative Number 1280401 2021. The data provided by Chant West is based on information supplied by third parties and does not contain all the information required to evaluate the nominated service providers, you are responsible for obtaining further information as required. The data provided by Chant West does not constitute financial product advice. However, to the extent that this data is advice it is General Advice (s766B Corporations Act) and Chant West has not taken into account the objectives, financial situation or needs of any specific person who may access or use this data. It is not a specific recommendation to purchase, sell or hold any product(s) and is subject to change at any time without prior notice. Individuals should consider the appropriateness of any advice in light of their own objectives, financial situations or needs and should obtain a copy of and consider any relevant PDS or offer document before making any decision. Data is provided in good faith and is believed to be accurate, however, no representation, warranty or undertaking in relation to the accuracy or completeness of the data is provided. Data provided is subject to copyright and may not be reproduced, modified or distributed without the consent of the copyright owner. Except for any liability which cannot be excluded, Chant West does not accept any liability whether direct or indirect, arising from use of this data. Past performance is not an indication of future performance. Full details regarding Chant West’s research methodology, processes, ratings definitions are available at chantwest.com.au and Chant West’s Financial Services Guide is available at chantwest.com.au/financial-services-guide