A WORLD OF INFORMATION ON SUPERANNUATION Media Kit

Transcription

1 A WORLD OF INFORMATION ON SUPERANNUATION Media Kit

2 WHAT IS SELECTINGSUPER? THE SUPERANNUATION MARKET Financial services is a fast growing, highly regulated and increasingly complicated market. Calculated at over $1.2 trillion in value, superannuation is easily the largest pool of savings Australia will ever know. Rainmaker Information - one of Australia s leading wealth management industry research, media and communications groups - has been conducting research on the financial services and superannuation marketplace since In 2002 Rainmaker launched as the definitive superannuation information resource for employers, individual consumers and financial planners. WHAT IS SELECTINGSUPER? Powered by industry research from the Rainmaker Information group of companies, delivers a unique suite of interactive web and print based tools, effectively creating a superbly targeted marketplace for superannuation industry suppliers to showcase products and services to a pre-qualified audience actively examining their superannuation and retirement choices. BENEFITS OF LISTING Having a detailed listing on the website and in the handbook allows you to leverage the powerful audience to communicate your important marketing and brand messages to prospective and existing members and employees/employers along with their financial planners. SELECTINGSUPER HANDBOOK LISTINGS The Handbook is divided into four sections covering the following areas of superannuation: Section 1: Workplace Super Section 2: Personal Super Section 3: SMSF Service Providers Section 4: Retirement Income Products

3 THE SELECTINGSUPER SERVICE SUITE SELECTINGSUPER MEDIA KIT 2009 handbook 5000 copies distributed annually to top employers and financial planning groups website a comprehensive free to access super information service online which includes: information tools, performance data, listings and articles - over 20,000 unique visitors per month itv lights, camera, action let the Rainmaker itv expert team help you create your own compelling video segment for broadcast on the website + embedding on your own website. Industry Awards annual set of awards, which recognize and reward premier super fund providers based on their performance in the Australian marketplace CompareOnline a powerful online research tool offering real-time analysis of 467 superannuation and retirement products for financial planners and superannuation industry executives. Subscribers can compare investment performance, fees and charges, insurance, ratings and extra benefits across 3 funds at the same time. fund quality ratings expert review of a fund s market positioning against a range of criteria including organizational strength, administration, communications, investment performance, insurance and extra services SELECTINGSUPER HANDBOOK: PRINT ADVERTISING OPTIONS Back cover $15,000 (per edition) Inside Front Cover $10,000 Inside Back Cover $7,500 Full Page $7,500 Book Mark $15,000 Footer Strip Ad $8,000 ^ Handbook

4 Principal Contact: Anne-Marie Corboy Telephone: Facsimile: Address: PO Box 600 Carlton South VIC HESTA is the national industry super fund for health and community services. With 500,000 members and 33,000 employers, HESTA looks after the super requirements for more Australians than any other fund specialising in the health and community services industry. HESTA also has low fees, members have access to extra benefits such as low cost income protection and death insurance, the Desktop:Andr convenience of portability, discount health insurance, low cost home loans and banking products, and financial planning services from advisers who are not paid commissions. Everything we do at HESTA is aimed at enhancing our members' retirement savings. By using more than 20 professional investment managers, HESTA aims to provide the strong returns that both employers and members are looking for. Value of Funds: $7 billion Year of Establishment: 1987 Key Features: A history of strong returns. HESTA's balanced fund has outperformed the average retail fund over the 10 years to 30 June The buying power to keep fees low. HESTA has low fees and there are no entry or exit fees and no contribution fees. A truly national fund means members can stay with HESTA when they change jobs meaning less paperwork for everyone involved. Professional fund management. With HESTA, your super is in expert hands. We use the services of more than 20 professional fund managers who are monitored by HESTA's asset consultant, in conjunction with HESTA's Investments and Governance Manager and the HESTA Board. HESTA offers members a choice of 6 professionally managed Ready Made Investment Pools each with a different performance objective and corresponding asset mix, as well as 8 Your Choice Asset Classes. More choice, more control. With HESTA's range of investment options, they are designed to give members increased choice and control over their financial future. HESTA has the flexibility to suit any business size, so you can choose from a range of options on how to submit contribution advices and payments. HESTA's size brings additional benefits. HESTA offers access to added benefits including low cost insurance, financial advice, home/business loans and managed funds. Online services at for employers and members providing account access and super education around the clock. Education and communcation material is provided to members and employers through printed material, our web site and personal meetings with Fund staff. Investment Advisers: Frontier Investment Consulting Lawyers: Dwyer & Co. Custodians: JP Morgan Auditors: Ernst & Young Administrator: Superpartners Investment Options Cash Plus Aims for stable returns slightly greater than those gained by investing in cash alone. Core Pool Aims to optimise long-term returns with short-term returns better than 90-day bank Balanced pool bills. Principal Contact: Karen Volpato Telephone: Toll Free Telephone: Facsimile: Address: Level 17, 83 Clarence Street Sydney NSW karen_volpato@firststatesuper.com.au Established in 1992, First State Super provides superannuation to NSW public service employees and their spouses. It currently has over 445,000 members with over $8.4 billion funds under management. First State Super is a fund that works only for its members, not shareholders, nor commissioned agents or advisers. The fund s focus is superannuation with a simple product design that provides good value, consistently good investment returns and a fund that is easily understood by most members. First State Super s objectives are to: To provide members with competitive investment returns. To support the well-being of members through high quality services and information. To provide investment choice. To maintain a strong focus on keeping costs low. Value of Funds ($m): $8.45 billion Year of Establishment: 1992 Key Features: A not for profit fund that works solely for its members. No front end fees or commissions payable to advisers. Exceptionally low fees with administration fees of $1 pw per member and investment management fees ranging from 0.09% and 0.33%. Competitive investment returns in the short and long term. The Diversified (default) option is a top 40 Rainmaker performer. A choice of five investment options covering major investment types. A limit on options keeps investment expenses at a minimum. Automatic death and total and permanent disability cover for eligible members, additional cover including income protection is also available. Security in numbers with over $8.4 billion in assests and 445,000 members, the fund is financially healthy and growing. Comprehensive financial education program incorporating a website with access to fact sheets, newsletters, and investment and legislation updates. All information is provided in plain English to help members understand their super. Member access to personalised customer service and free seminars in and out of the workplace. Investment Advisers: JANA Investment Advisers Pty Ltd Lawyers: Ebsworth & Ebsworth Custodians: JPMorgan Chase Bank Auditors: The Audit Office of NSW Administrator: Pillar Administration Principal Contact: Kathy Alexander Executive Officer Telephone: Facsimile: Address: Level 8, 75 Castlereagh Street Sydney NSW Originally set up to provide superannuation benefits for employees within the Australian credit union movement, Cuesuper has expanded its reach to welcome all employees in the finance industry. Our mutual background is reflected in our commitment to provide excellent member service, the participation of Cuesuper members on the trustee board (who are elected by the members) and our all profits to members ethos. Value of Funds ($m): $204 m Year of Establishment: 1970 Key Features: Administration of accumulation, defined benefit & hybrid funds Online clearing house (free if default) Comprehensive low-cost insurance benefits Sophisticated service centre with access to financial planning Highly competitive fees, all profits to members Allocated Pension (available late 2005) Investment Advisers: Counterpoint Group Lawyers: Clayton Utz & Mercer Legal Auditors: Deloitte Touche Tohmatsu Administrators: Mercer Human Resource Consulting CONCEPT ONE SUPERANNUATION PLAN Address: Level 4, 44 Parliament Place Telephone: West Perth WA 6005 Web: CONNECT Address: Level 3, 100 Dorcas Street Telephone: South Melbourne VIC 3205 Web: CONNELLY TEMPLE EMPLOYER SUPER PLAN Address: Level 23, 2 Market Street Telephone: Sydney NSW 2000 Web: CSS FUND Address: Suite 10.2, 12 Moore Street Telephone: Canberra City ACT 2601 Web: DEFENCE FORCE RETIREMENT AND DEATH BENEFITS SCHEME Address: Unit 4, Chandler Street Telephone: Belconnen ACT 2617 Web: DOMINION EQUITY EMPLOYER SPONSORED FUND Address: Kiera Street Telephone: Wollongong NSW 2500 Web: Shares Plus A high growth orientated option weighted to shares, aiming for higher returns over the long-term. Eco Pool Socially responsible investment option, predominantly Australian and International shares, moderated by a holding of cash. Overseas Share Pool Invests 100% in International shares, this option aims to achieve higher long-term returns. Australian Share Pool Invests 100% in Australian shares and aims to achieve higher long-term returns. Your Choice Create a portfolio suited to your needs by selecting your own blend of 8 asset classes. Investment Performance Growth Asset Performance to 31 March 2005 (%) Weighting 1yr 3yr 5yr Cash Plus Defensive 65% NA Growth 35% Core Pool (default) Defensive NA Growth 72% Shares Plus Defensive 13% NA Growth 87% Eco Pool (commenced on 1/02/2000) Defensive 10% NA Growth 90% Overseas Share Pool (commenced 1/07/2001) Defensive 0% NA Growth 100% Australian Share Pool (commenced 1/07/2001) Defensive 0% NA Growth 100% Your Choice (commenced 1/07/2001) Varies varies varies varies Insurance Available: Death, Income protection, Health Extra Benefits: Allocated pension, Business loans, Online transactions, Online account details, Financial planning, Retirement planning, Financial seminars, Non-super savings options, Home loans, Access to a clearing house service. Communications: Six monthly employer reports, six monthly employee reports, monthly newsletters, membership booklets, investment booklets, insurance booklets,hesta E-tips, e- newsletters, publications are available on website, monthly investment performance available on website. Employer Services: Make super contributions online, assistance with solving your super problems, regular super updates and access to a clearing house service. Fees Establishment Fee Nil Contribution Fee Nil Withdrawal Fee Nil Termination Fee Nil Asset Administration Nil Issuer Fee Nil Trustee Fee Nil Member Fee $1.25 per week Investment Fee 0.56% for Core Pool (balanced fund) - excludes performance fee for 2003/2004. Switching Fee Nil Adviser Servicing Fee Nil Investment Options High Growth Aim to achieve high long term real investment growth with a target return of 4%pa above inflation over 5 year periods. Diversified Aim to achieve high long term real investment growth with a target return of 3.75%pa above inflation over 5 year periods. Balanced Aim to achieve medium term real investment growth with a target return of 3.25%pa above inflation over 3 year periods. Capital Guarded Aim to achieve consistent returns with an emphasis on income assets with a target return of 2.75%pa above inflations over 3 year periods. Cash Plus Focus on short term assets with a target return of 2%pa above inflations over 3 year periods. Investment Performance Growth Asset Performance to 31 March 2005 (%) Weighting 1yr 3yr %pa 5yr %pa High Growth 90% growth & % income assets Diversified 70% growth & % income assets Balanced 50% growth & % income assets Capital Guarded 30% growth & % income assets Cash Plus 100% income assets Insurance Available: Death, Death/TPD, Income protection Extra Benefits: Financial seminars, Online transactions, Online account details, Employer information seminars. Communications: Quarterly employee newsletters, 6 monthly employer and employee reports; membership booklets; Employer reference guide, educational brochures & flyers, publications and monthly investment performance and daily unit prices available on website. Employer Services: Dedicated employer relationship staff. Fees Establishment Fee 0 Contribution Fee 0 Withdrawal Fee $25 per withdrawal Termination Fee 0 Asset Administration 0 Issuer Fee 0 Trustee Fee 0 Member Fee $4.33 per member per month Investment Fee Investment management fees range from 0.09% to 0.33% Switching Fee First switch in financial year is free of administration fees and subsequent switches are $25 per switch. Adviser Servicing Fee 0 Other Fee Application for information (Family Law Act) is $110. Splitting a benefit is $88 Fee Discounts 0 Principal Contact: Robin Burns Chief Executive Officer Telephone: Facsimile: Address: Level 12, 114 William Street Melbourne VIC rburns@equipsuper.com.au As a national multi-employer Equipsuper provides high quality member/employer services.with nine investment options (all with very competitive returns), low fees, competitive rollovers, spouse accounts and allocated pensions, together with our defined benefit expertise. Equipsuper offers a very attractive package. With substantial growth in membership in recent years, many Australian companies have recognised Equipsuper's market competitiveness to administer both accumulation and defined benefits. Value of Funds: $3 billion Year of Establishment: 1931 Key Features: Very competitive investment performance Low fees as a non-profit organisation Defined benefit expertise since 1931 Security - 37,000 members / $3 billion assets Member education focus Investment Advisers: JANA Investment Advisers P/L Lawyers: Freehills Custodians: NACS Auditors: KPMG DOMINION SUPERANNUATION MASTER TRUST Address: Kiera Street Telephone: Wollongong NSW 2500 Web: ELECTRICITY INDUSTRY SUPERANNUATION SCHEME Address: Level 1, 100 Grenhill Road Telephone: Unley SA 5061 Web: ELECTRICITY SUPPLY INDUSTRY SUPERANNUATION (QLD) Address: Level 4, 247 Adelaide Street Telephone: Brisbane QLD 4000 Web: EMERGENCY SERVICES SUPER Address: Level 6, 4 Riverside Quay Telephone: Southbank VIC 3006 Web: ENERGY INDUSTRIES SUPERANNUATION SCHEME Address: Ground Floor, 28 Margaret Street Telephone: Sydney NSW 2000 Web: FIDUCIAN CORPORATE SUPERANNUATION Address: Level 4, 1 York street Telephone: Sydney NSW 2000 Web: SELECTINGSUPER MEDIA KIT 2009 WHAT TYPES OF LISTINGS ARE AVAILABLE? The website and handbook cost-effectively reach a qualified audience of decision-makers actively examining their superannuation options. There are 3 types of promotional listing combinations available: 96 SUPERANNUATION FUND PROFILES 2005/06 HESTA SUPER FUND HESTA SUPER FUND CONTINUED 97 ^ Double Page Listing Handbook DOUBLE PAGE LISTING $10,500+ GST Double Page Handbook Listing 12 month DPS listing on the website Special placement banner advertising on your Profile Page Information about your fund including: fund listing classification, value of funds, overview (up to 160 words), key features (up to 10 points), investment option descriptions and performance, insurance options and extra benefits available, member communications, employer services and fees & charges 94 SUPERANNUATION FUND PROFILES 2005/06 FIRST STATE SUPER FIRST STATE SUPER CONTINUED 95 FULL PAGE LISTING Full Page Handbook Listing $8,000 + GST 12 month FP listing on the Website Information about your fund including: fund listing classification, value of funds, overview (up to 100 words), key features (up to 8 points), investment option descriptions and performance ^ Full Page Listing Handbook 90 SUPERANNUATION FUND PROFILES 2005/06 CUESUPER EQUIPSUPER 91 HALF PAGE LISTING Half Page Handbook Listing $5,000+ GST 12 month HP listing on Website Information about your fund including: fund listing classification, value of funds, overview (up to 65 words), key features (up to 6 points) ^ Half Page Listing Handbook

5 WHAT ADVERTISING OPTIONS ARE AVAILABLE? In addition to your listing on the Website and Handbook, you can also take advantage of special placement advertising opportunities online. Nb: there are a limited number of these opportunities available. SELECTINGSUPER WEBSITE Animated Banner Ad $5,000 + GST (per quarter) Banner Ad Top Server Section AND Top of Your Fund Profile page Banner Size Specifications: 500 pixels wide x 65 pixels high *Note: The top server section allows your ad to appear on a random 10 second cycle Animated Tile Ad $3,000 5,000 + GST (per quarter) Tile Ad RHS Section (T1 T3) Tile Size Specifications: 130 pixels wide x 130 pixels high OR 130 pixels wide x 200 pixels high Animated Banner Ad 500 x 65 Fund of the Month Video Animated Tile Ad 130 x 200 SELECTINGSUPER itv Meet the Fund of the Month 5 minutes with the CEO $23,770 + GST Launch your own 5/10 minutes behind the scenes TV video clip talking about your fund. This presentation is filmed Q & A style straight to camera in your offices and pricing includes script development, complete pre-production, production and post-production. Your professional standard clip is hosted on the home page of the website for 1st month and then attached to your website listing along with a 1000 word Financial Standard Fund profile. Your clip is also embedded on your own corporate website for easy video streaming. Colour prints of your fund profile are also available (additional run-on costs apply). Educational Video Slivercasts Pricing on Application Create your own compelling educational content for employers, consumers, planners and the wealth management industry at large courtesy of itv. We work with you to develop the concept, research the story, source the right presenter, develop the script and offer complete end-to end preproduction, production and post production services. Whether it s a one off slivercast to highlight the latest developments, launch a new product; or a series of educational segments on different topics, our expertise will inspire your success.

6 SELECTINGSUPER HANDBOOK AND WEBSITE ARTWORK SPECIFICATIONS MATERIAL TO BE SUPPLIED Material will be accepted on CD, DVD and (including zipped files). up to 20mb only. (Compress collected files into a folder for transfer). Send to: artwork@selectingsuper.com.au If sending artwork via courier or Express Post address to Website Production Coordinator,, Level 2, 151 Clarence Street, Sydney NSW An confirmation will be sent on arrival of your artwork to our studio, please include a contact . COLOUR All colours are to be RGB. Spot colours and CYMK colours MUST be converted to RGB. RESOLUTION Original logo files accepted in following file formats only. Please do not supply logos as hard copy, or scans of hard copy, such as business cards. Logo resolution: Minimum of 300 dpi at 100% scaling - colour and greyscale Line art resolution: Minimum of 1200 dpi at 100% scaling. Image Resolution (website advertising): 72dpi Please ensure images are properly cropped and scaled as near 100% of the final logo size as possible. FONTS Fonts will not be accepted for logos. Please supply all text as paths (outlines). FILE FORMATS Logos must be supplied as a Photoshop. Tiff file or an llustrator.eps, 300dpi resolution, with all text set as paths (outlines). Final website advertising artwork is to be supplied as a.swf,.gif or.jpeg file. Note: We do not accept files created by: Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Publisher, CorelDraw or other PC software. FILE SIZE Maximum file size is 20kb. To help you prepare your material correctly (e.g. logo/ artwork), please use the above specifications. Should any issues arise, please contact the Website Coordinator, on phone (02) or artwork@selectingsuper.com.au BOOK NOW Contact the Team on or info@selectingsuper.com.au