Every year, we contact your super and pension clients who hold investment options that are outside of the investment limits.
Your clients can continue to hold these investment options in their account, but they’ll be unable to make any further investment into those options.
For more information please refer to our frequently asked questions
We'll contact you and your impacted clients
We’ll email you a list of your impacted clients so you can review your investment strategies and model portfolios to ensure the transactions placed for these clients take into consideration the required investment limits. We also recommend discussing the portfolio investment mix with your clients as appropriate.
We’ll also contact your affected clients:
Please note: the annual investment limits review is performed at the account level and does not reflect an aggregate position where your clients hold multiple accounts. This means they will receive more than one communication from us if more than one of their accounts have been impacted.
If you have any further questions, please speak to your Wealth Business Development Manager or call us on 1800 893 091.