Every year, we contact your super and pension clients who hold investment options that are either:
- outside of the investment limits, or
- no longer eligible investment options on the Superannuation investment menu.
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.
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:
- View a sample communication to clients outside of investment limits
- View a sample communication to clients with ineligible investments
For more information please refer to our frequently asked questions or speak to your relationship manager.