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Australian Retirement Trust Fees 2022

Australian Retirement Trust Fees

Posted on November 17, 2022March 18, 2023 by sunsuper23

Australian Retirement Trust Fees and costs in your Super Savings Accumulation account

Depending on the particular trust and the services provided by the trustee, Fees, and Costs connected with only an Australian Retirement Trust might change. The following are some typical fees and charges associated with an Australian Retirement Trust:

Establishment Fees: This is a one-time payment for establishing the trust. The charge might be a Specific amount or a percentage of the funds placed in the trust.

Management Fees: This is a recurring fee, Often a percentage of the assets managed, That is paid for managing the trust’s assets.

Australian Retirement Trust Fees

Administration Fees: These charges may be included Trustees, Administrative fees, Accounting fees, and other trust administration costs.

Termination Fees: If the trust is ended or destroyed before a Specific date, This fee could be charged.

Taxation: Depending on the manner, and Position of the assets held in the trust, trusts may liable to Several types of taxes including income tax, Capital gains tax, and Stamp duty.

Accumulation account administration fees and costs

Members pay administration costs and fees of just $1.20 per week plus 0.10% p.a. for the first $800,000 of their account balance, plus 0.07% p.a. subtracted from general reserves.

For balances under $6,000, a Maximum 3%1 fee cap applies to all Australian Retirement Trust (ART) accounts, Including investment fees and costs, Administration fees and costs, and Transaction costs.

Australian Retirement Trust Fees and costs at a glance

Type of fee or cost Amount How and when paid
Ongoing annual fees and costs 1
Administration fees and costs $1.20 per week, plus 0.10% p.a. of the first $800,000 of your account balance, plus 0.07% p.a. Fees deducted from your account
Dollar based administration fee of $1.20 is generally deducted from your account balance weekly. Not pro-rated for partial weeks.
Percentage administration fee of 0.10% p.a. of the first $800,000 of your account balance is generally deducted from your account balance weekly.
Pro-rated for partial weeks.
Costs not deducted from your account
0.07% p.a. is not deducted from your account balance but is deducted from the Fund’s general reserve.
Investment fees and costs2 For the Lifecycle Investment Strategy: 0.59% to 0.66% p.a. of your account balance
For Super Savings’ other investment options: 0.07% to 2.01% p.a. of your account balance4
Deducted daily from the investment option as part of the calculation of unit prices
Transaction costs For the Lifecycle Investment Strategy: 0.14% to 0.16% p.a. of your account balance
For Super Savings’ other investment options: 0.00% to 0.38% p.a. of your account balance4
Deducted daily from the investment option as part of the calculation of unit prices
Member activity-related fees and costs
Buy-sell spread Nil Not applicable
Switching fee Nil Not applicable
Other fees and costs3 Refer to the Additional explanation of fees and costs in the Super Savings Guide for details about other fees and costs that may apply to your account.

 

Official Website: www.australianretirementtrust.com.au

Also Check:

  • Australian Retirement Trust Sunsuper Employer Login
  • Australian Retirement Trust Sunsuper Adviser Login
  • Australian Retirement Trust Sunsuper Member Login 
  • Australian Retirement Trust App Login
  • Australian Retirement Trust Fees
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