Investment earnings (negative or positive) net of any investment taxes, fees and costs are calculated monthly for each investment options and applied to member accounts when a member leaves or as at 30 June each year. This means that the annual crediting rate to 30 June each year equals the compound effect of monthly investment earnings less tax, fees and costs.
The Trustee reserves the right to adjust investment earnings where it believes it would be unfair or a breach of fiduciary duty not to act to protect the interest of the members of the Fund.
Please note: If you leave Prime Super during the year, your account will be updated with interim interest rates (positive or negative), adjusted from time to time by the Trustee to reflect investment performance.
Prime Super reports on monthly investment earnings as well as the performance history for the super fund and the allocated income stream. Investment earnings for a month are published towards the end of the following month.
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The advice contained on the Prime Super website does not take into account your particular objectives, needs or financial situation. Before making a decision regarding the acquisition or disposal of a financial product, you should assess whether the advice is appropriate to your objectives, needs or financial situation. You may wish to make this assessment yourself or seek the help of an adviser. Prime Super takes no responsibility for you acting on the information provided. Any decision that you make is at your own risk. Before acquiring a financial product you should obtain a Product Disclosure Statement (PDS) relating to that product and consider the contents of the PDS before making a decision about whether to acquire the product.
Issued by the Trustee: Prime Super Pty Ltd ABN 81 067 241 016 AFSL No. 219723 RSE Licence No. L0000277 Prime Super ABN 60 562 335 823; RN 1000276