This is a SuperGuide profile of National Mutual, including fund performance, value of assets under management, contact details, and administration details (such as ABN and USI).
This profile is factual information and is not an advertisement or recommendation for National Mutual. View other super fund guides.
On this page
National Mutual overview
National Mutual is a Public offer Retail fund.
National Mutual ranks 41 in terms of total member benefits, which are valued at approximately $5.83 billion.
In terms of members, National Mutual ranks 27, with 166,565 members. In the 2025 financial year, the number of National Mutual members changed by -9%, which places them at 65 of 95 funds in terms of growth.
National Mutual ABN
The National Mutual ABN number is 76746741299.
National Mutual has the following USI numbers
| Accelerator Personal Superannuation Plan | 76746741299003 |
| Elevate Insurance | 76746741299013 |
| Flexible Income Pension | 76746741299021 |
| Flexible Income Plan | NML0427AU |
| Flexible Pension Plan | NML0428AU |
| Flexipol | NML0429AU |
| Goldline Personal Superannuation Plan | 76746741299004 |
| Guaranteed Super Account | AMP0276AU |
| Guaranteed Super Pension | AMP0578AU |
| Investment Account Regular Premium Super Plan | AMP0402AU |
| Investment Account Superannuation Bond | 76746741299022 |
| Investment Linked Insurance Bond | 76746741299023 |
| Investment Linked Personal Superannuation Plan | 76746741299024 |
| Investment Linked Superannuation Plan | 76746741299025 |
| MultiFund Flexible Income Plan | AMP0580AU |
| MultiFund Superannuation Bond | 76746741299026 |
| Personal Super Bond | NML0432AU |
| Personal Superannuation Plan | 76746741299027 |
| Portfolio Plan | 76746741299028 |
| Provider Personal Retirement Plan | NML0433AU |
| Provider Top Up Retirement Plan | NML0434AU |
| Pure Endowment Personal Super Plan/ Endowment Personal Super Plan | 76746741299019 |
| Resolution Life Insurance | 76746741299012 |
| Resolution Life MyLife Super | 76746741299014 |
| Retirement Bond | NML0435AU |
| Retirement Security Plan | NML0436AU |
| Risk Protection Package | 76746741299005 |
| RLA Allocated Pension Plan | NML0287AU |
| RLA Personal Super Plan | NML0258AU |
| Super Rollover Plan Personal Superannuation Bond | 76746741299029 |
| Term Life Insurance | 76746741299030 |
| Whole of Life Insurance Personal Super Plan | 76746741299020 |
| Whole of Life/ Open Ended Premier Plus Lifestyle Protection/Premier Plus Lifestyle Protection/ Investment Only Premier Lifestyle Protection/Endowment/ Defined Period Premier Lifestyle Protection Plan | 76746741299001 |
National Mutual super investment options
National Mutual does not have a default (MySuper) option.
Other multi-sector super investment options
Accelerator Personal Superannuation Plan
Growth assets
Balanced
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| $88.24 | 0.27% | – | – | 0.46% | 0.07% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$488.24 (0.98%)
|
$397 (0.794%)
|
| $500,000 |
$4,088.24 (0.82%)
|
$3,455 (0.691%)
|
Capital Guaranteed
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| $88.24 | 0.27% | – | – | 0.37% | 0.01% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$413.24 (0.83%)
|
$397 (0.794%)
|
| $500,000 |
$3,338.24 (0.67%)
|
$3,455 (0.691%)
|
Equity
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| $88.24 | 0.27% | – | – | 0.43% | 0.01% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$443.24 (0.89%)
|
$397 (0.794%)
|
| $500,000 |
$3,638.24 (0.73%)
|
$3,455 (0.691%)
|
Fully Guaranteed
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| $88.24 | 0.27% | – | – | 0.37% | 0.00% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$408.24 (0.82%)
|
$397 (0.794%)
|
| $500,000 |
$3,288.24 (0.66%)
|
$3,455 (0.691%)
|
Managed
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| $88.24 | 0.27% | – | – | 0.46% | 0.00% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$453.24 (0.91%)
|
$397 (0.794%)
|
| $500,000 |
$3,738.24 (0.75%)
|
$3,455 (0.691%)
|
Goldline Personal Superannuation Plan
Growth assets
Managed
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| $88.24 | 0.27% | – | – | 0.42% | 0.06% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$463.24 (0.93%)
|
$397 (0.794%)
|
| $500,000 |
$3,838.24 (0.77%)
|
$3,455 (0.691%)
|
Guaranteed Super Account
Growth assets
Guaranteed Super Account
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| 0 | 1.05% | – | – | 0.71% | 0.00% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$880.00 (1.76%)
|
$397 (0.794%)
|
| $500,000 |
$8,800.00 (1.76%)
|
$3,455 (0.691%)
|
Investment Account Superannuation Bond
Growth assets
Balanced Growth
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| $51.81 | 0.29% | – | – | 0.61% | 0.00% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$501.81 (1%)
|
$397 (0.794%)
|
| $500,000 |
$4,551.81 (0.91%)
|
$3,455 (0.691%)
|
Conservative
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| $51.81 | 0.29% | – | – | 0.67% | 0.00% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$531.81 (1.06%)
|
$397 (0.794%)
|
| $500,000 |
$4,851.81 (0.97%)
|
$3,455 (0.691%)
|
Investment Linked Insurance Bond
Growth assets
Balanced Growth
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| $103.62 | 0.29% | – | – | 0.61% | 0.00% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$553.62 (1.11%)
|
$397 (0.794%)
|
| $500,000 |
$4,603.62 (0.92%)
|
$3,455 (0.691%)
|
Conservative
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| $103.62 | 0.29% | – | – | 0.67% | 0.00% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$583.62 (1.17%)
|
$397 (0.794%)
|
| $500,000 |
$4,903.62 (0.98%)
|
$3,455 (0.691%)
|
Investment Linked Personal Superannuation Plan
Growth assets
Balanced Growth
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| $103.62 | 0.29% | – | – | 0.61% | 0.00% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$553.62 (1.11%)
|
$397 (0.794%)
|
| $500,000 |
$4,603.62 (0.92%)
|
$3,455 (0.691%)
|
Conservative
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| $103.62 | 0.29% | – | – | 0.67% | 0.00% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$583.62 (1.17%)
|
$397 (0.794%)
|
| $500,000 |
$4,903.62 (0.98%)
|
$3,455 (0.691%)
|
MultiFund Superannuation Bond
Growth assets
All Growth
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| 0 | 0.50% | – | – | 0.63% | 0.12% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$625.00 (1.25%)
|
$397 (0.794%)
|
| $500,000 |
$6,250.00 (1.25%)
|
$3,455 (0.691%)
|
Balanced Growth
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| 0 | 0.50% | – | – | 0.61% | 0.12% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$615.00 (1.23%)
|
$397 (0.794%)
|
| $500,000 |
$6,150.00 (1.23%)
|
$3,455 (0.691%)
|
Conservative
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| 0 | 0.50% | – | – | 0.71% | 0.14% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$675.00 (1.35%)
|
$397 (0.794%)
|
| $500,000 |
$6,750.00 (1.35%)
|
$3,455 (0.691%)
|
Moderate Growth
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| 0 | 0.50% | – | – | 0.69% | 0.15% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$670.00 (1.34%)
|
$397 (0.794%)
|
| $500,000 |
$6,700.00 (1.34%)
|
$3,455 (0.691%)
|
Personal Super Bond
Growth assets
Managed
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| $47.06 | 0.42% | – | – | 0.60% | 0.00% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$557.06 (1.11%)
|
$397 (0.794%)
|
| $500,000 |
$5,147.06 (1.03%)
|
$3,455 (0.691%)
|
Personal Superannuation Plan
Growth assets
Balanced Growth
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| $103.62 | 0.29% | – | – | 0.61% | 0.00% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$553.62 (1.11%)
|
$397 (0.794%)
|
| $500,000 |
$4,603.62 (0.92%)
|
$3,455 (0.691%)
|
Conservative
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| $103.62 | 0.29% | – | – | 0.67% | 0.00% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$583.62 (1.17%)
|
$397 (0.794%)
|
| $500,000 |
$4,903.62 (0.98%)
|
$3,455 (0.691%)
|
Portfolio Plan
Growth assets
Portfolio Plan
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| $93.29 | 0.30% | – | – | 0.38% | 0.00% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$433.29 (0.87%)
|
$397 (0.794%)
|
| $500,000 |
$3,493.29 (0.7%)
|
$3,455 (0.691%)
|
RLA Personal Super Plan
Growth assets
Conservative
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| $120.00 | 0.50% | – | – | 0.66% | 0.00% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$700.00 (1.4%)
|
$397 (0.794%)
|
| $500,000 |
$5,920.00 (1.18%)
|
$3,455 (0.691%)
|
Diversified Growth
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| $120.00 | 0.50% | – | – | 0.62% | 0.00% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$680.00 (1.36%)
|
$397 (0.794%)
|
| $500,000 |
$5,720.00 (1.14%)
|
$3,455 (0.691%)
|
Diversified High Growth
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| $120.00 | 0.50% | – | – | 0.61% | 0.00% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$675.00 (1.35%)
|
$397 (0.794%)
|
| $500,000 |
$5,670.00 (1.13%)
|
$3,455 (0.691%)
|
Moderate Growth
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| $120.00 | 0.50% | – | – | 0.65% | 0.00% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$695.00 (1.39%)
|
$397 (0.794%)
|
| $500,000 |
$5,870.00 (1.17%)
|
$3,455 (0.691%)
|
Pre-mixed Balanced
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| $120.00 | 0.50% | – | – | 0.63% | 0.00% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$685.00 (1.37%)
|
$397 (0.794%)
|
| $500,000 |
$5,770.00 (1.15%)
|
$3,455 (0.691%)
|
Other single sector super investment options
Accelerator Personal Superannuation Plan
Cash
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| $88.24 | 0.27% | – | – | 0.03% | 0.01% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$243.24 (0.49%)
|
$397 (0.794%)
|
| $500,000 |
$1,638.24 (0.33%)
|
$3,455 (0.691%)
|
Investment Account Superannuation Bond
All Growth
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| $51.81 | 0.29% | – | – | 0.63% | 0.00% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$511.81 (1.02%)
|
$397 (0.794%)
|
| $500,000 |
$4,651.81 (0.93%)
|
$3,455 (0.691%)
|
Australian Share
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| $51.81 | 0.29% | – | – | 0.57% | 0.00% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$481.81 (0.96%)
|
$397 (0.794%)
|
| $500,000 |
$4,351.81 (0.87%)
|
$3,455 (0.691%)
|
Capital Guaranteed Fixed Interest
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| $51.81 | 0.29% | – | – | 0.51% | 0.00% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$451.81 (0.9%)
|
$397 (0.794%)
|
| $500,000 |
$4,051.81 (0.81%)
|
$3,455 (0.691%)
|
Cash Based
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| $51.81 | 0.29% | – | – | 0.48% | 0.00% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$436.81 (0.87%)
|
$397 (0.794%)
|
| $500,000 |
$3,901.81 (0.78%)
|
$3,455 (0.691%)
|
Direct Property
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| $51.81 | 0.29% | – | – | 0.62% | 0.00% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$506.81 (1.01%)
|
$397 (0.794%)
|
| $500,000 |
$4,601.81 (0.92%)
|
$3,455 (0.691%)
|
International Share
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| $51.81 | 0.29% | – | – | 0.86% | 0.00% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$626.81 (1.25%)
|
$397 (0.794%)
|
| $500,000 |
$5,801.81 (1.16%)
|
$3,455 (0.691%)
|
Investment Linked Insurance Bond
All Growth
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| $103.62 | 0.29% | – | – | 0.63% | 0.00% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$563.62 (1.13%)
|
$397 (0.794%)
|
| $500,000 |
$4,703.62 (0.94%)
|
$3,455 (0.691%)
|
Investment Linked Personal Superannuation Plan
All Growth
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| $103.62 | 0.29% | – | – | 0.63% | 0.00% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$563.62 (1.13%)
|
$397 (0.794%)
|
| $500,000 |
$4,703.62 (0.94%)
|
$3,455 (0.691%)
|
Cash Based
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| $103.62 | 0.29% | – | – | 0.48% | 0.00% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$488.62 (0.98%)
|
$397 (0.794%)
|
| $500,000 |
$3,953.62 (0.79%)
|
$3,455 (0.691%)
|
MultiFund Superannuation Bond
Australian Bond
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| 0 | 0.50% | – | – | 0.60% | 0.00% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$550.00 (1.1%)
|
$397 (0.794%)
|
| $500,000 |
$5,500.00 (1.1%)
|
$3,455 (0.691%)
|
Australian Share
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| 0 | 0.50% | – | – | 0.57% | 0.10% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$585.00 (1.17%)
|
$397 (0.794%)
|
| $500,000 |
$5,850.00 (1.17%)
|
$3,455 (0.691%)
|
Australian Share 5
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| 0 | 0.50% | – | – | 0.75% | 0.10% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$675.00 (1.35%)
|
$397 (0.794%)
|
| $500,000 |
$6,750.00 (1.35%)
|
$3,455 (0.691%)
|
Capital Guaranteed Fixed Interest
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| 0 | 0.50% | – | – | 0.51% | 0.00% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$505.00 (1.01%)
|
$397 (0.794%)
|
| $500,000 |
$5,050.00 (1.01%)
|
$3,455 (0.691%)
|
International Share
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| 0 | 0.50% | – | – | 0.86% | 0.12% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$740.00 (1.48%)
|
$397 (0.794%)
|
| $500,000 |
$7,400.00 (1.48%)
|
$3,455 (0.691%)
|
Personal Superannuation Plan
All Growth
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| $103.62 | 0.29% | – | – | 0.63% | 0.00% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$563.62 (1.13%)
|
$397 (0.794%)
|
| $500,000 |
$4,703.62 (0.94%)
|
$3,455 (0.691%)
|
Australian Share
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| $103.62 | 0.29% | – | – | 0.57% | 0.00% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$533.62 (1.07%)
|
$397 (0.794%)
|
| $500,000 |
$4,403.62 (0.88%)
|
$3,455 (0.691%)
|
International Share
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| $103.62 | 0.29% | – | – | 0.86% | 0.00% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$678.62 (1.36%)
|
$397 (0.794%)
|
| $500,000 |
$5,853.62 (1.17%)
|
$3,455 (0.691%)
|
RLA Personal Super Plan
Australian Equities
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| $120.00 | 0.50% | – | – | 0.57% | 0.00% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$655.00 (1.31%)
|
$397 (0.794%)
|
| $500,000 |
$5,470.00 (1.09%)
|
$3,455 (0.691%)
|
Australian Equities 3
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| $120.00 | 0.50% | – | – | 0.79% | 0.00% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$765.00 (1.53%)
|
$397 (0.794%)
|
| $500,000 |
$6,570.00 (1.31%)
|
$3,455 (0.691%)
|
Cash
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| $120.00 | 0.50% | – | – | 0.12% | 0.00% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$430.00 (0.86%)
|
$397 (0.794%)
|
| $500,000 |
$3,220.00 (0.64%)
|
$3,455 (0.691%)
|
Diversified Fixed Interest
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| $120.00 | 0.50% | – | – | 0.64% | 0.00% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$690.00 (1.38%)
|
$397 (0.794%)
|
| $500,000 |
$5,820.00 (1.16%)
|
$3,455 (0.691%)
|
Listed Property
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| $120.00 | 0.50% | – | – | 0.60% | 0.00% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$670.00 (1.34%)
|
$397 (0.794%)
|
| $500,000 |
$5,620.00 (1.12%)
|
$3,455 (0.691%)
|
Wholesale Global Equity Fund
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| $120.00 | 0.50% | – | – | 0.71% | 0.00% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$725.00 (1.45%)
|
$397 (0.794%)
|
| $500,000 |
$6,170.00 (1.23%)
|
$3,455 (0.691%)
|
National Mutual pension investment options
Multi-sector pension investment options
Flexible Income Plan
Growth assets
Australian Equities 2
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| 0 | 0.55% | – | – | 0.59% | 0.00% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$570.00 (1.14%)
|
$397 (0.794%)
|
| $500,000 |
$5,700.00 (1.14%)
|
$3,500 (0.7%)
|
Conservative
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| 0 | 0.55% | – | – | 0.68% | 0.00% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$615.00 (1.23%)
|
$397 (0.794%)
|
| $500,000 |
$6,150.00 (1.23%)
|
$3,500 (0.7%)
|
Diversified Balanced
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| 0 | 0.55% | – | – | 0.64% | 0.00% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$595.00 (1.19%)
|
$397 (0.794%)
|
| $500,000 |
$5,950.00 (1.19%)
|
$3,500 (0.7%)
|
Diversified Conservative
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| 0 | 0.55% | – | – | 0.68% | 0.00% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$615.00 (1.23%)
|
$397 (0.794%)
|
| $500,000 |
$6,150.00 (1.23%)
|
$3,500 (0.7%)
|
Managed
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| 0 | 0.55% | – | – | 0.64% | 0.00% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$595.00 (1.19%)
|
$397 (0.794%)
|
| $500,000 |
$5,950.00 (1.19%)
|
$3,500 (0.7%)
|
Matched
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| 0 | 0.55% | – | – | 0.67% | 0.00% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$610.00 (1.22%)
|
$397 (0.794%)
|
| $500,000 |
$6,100.00 (1.22%)
|
$3,500 (0.7%)
|
MultiFund Flexible Income Plan
Growth assets
Balanced Growth
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| 0 | 0.50% | – | – | 0.68% | 0.00% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$590.00 (1.18%)
|
$397 (0.794%)
|
| $500,000 |
$5,900.00 (1.18%)
|
$3,500 (0.7%)
|
Conservative
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| 0 | 0.50% | – | – | 0.70% | 0.00% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$600.00 (1.2%)
|
$397 (0.794%)
|
| $500,000 |
$6,000.00 (1.2%)
|
$3,500 (0.7%)
|
High Growth
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| 0 | 0.50% | – | – | 0.74% | 0.00% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$620.00 (1.24%)
|
$397 (0.794%)
|
| $500,000 |
$6,200.00 (1.24%)
|
$3,500 (0.7%)
|
Managed Income
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| 0 | 0.50% | – | – | 0.68% | 0.00% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$590.00 (1.18%)
|
$397 (0.794%)
|
| $500,000 |
$5,900.00 (1.18%)
|
$3,500 (0.7%)
|
Moderate Growth
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| 0 | 0.50% | – | – | 0.74% | 0.00% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$620.00 (1.24%)
|
$397 (0.794%)
|
| $500,000 |
$6,200.00 (1.24%)
|
$3,500 (0.7%)
|
Secure Growth
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| 0 | 0.50% | – | – | 0.70% | 0.00% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$600.00 (1.2%)
|
$397 (0.794%)
|
| $500,000 |
$6,000.00 (1.2%)
|
$3,500 (0.7%)
|
Provider Personal Retirement Plan
Growth assets
Conservative
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| $100.38 | 0.30% | – | – | 0.57% | 0.00% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$535.38 (1.07%)
|
$397 (0.794%)
|
| $500,000 |
$4,450.38 (0.89%)
|
$3,500 (0.7%)
|
Diversified Balanced
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| $100.38 | 0.30% | – | – | 0.63% | 0.00% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$565.38 (1.13%)
|
$397 (0.794%)
|
| $500,000 |
$4,750.38 (0.95%)
|
$3,500 (0.7%)
|
Managed
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| $100.38 | 0.30% | – | – | 0.63% | 0.00% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$565.38 (1.13%)
|
$397 (0.794%)
|
| $500,000 |
$4,750.38 (0.95%)
|
$3,500 (0.7%)
|
Matched
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| $100.38 | 0.30% | – | – | 0.65% | 0.00% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$575.38 (1.15%)
|
$397 (0.794%)
|
| $500,000 |
$4,850.38 (0.97%)
|
$3,500 (0.7%)
|
Provider Top Up Retirement Plan
Growth assets
Conservative
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| $100.38 | 0.30% | – | – | 0.57% | 0.00% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$535.38 (1.07%)
|
$397 (0.794%)
|
| $500,000 |
$4,450.38 (0.89%)
|
$3,500 (0.7%)
|
Diversified Balanced
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| $100.38 | 0.30% | – | – | 0.63% | 0.00% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$565.38 (1.13%)
|
$397 (0.794%)
|
| $500,000 |
$4,750.38 (0.95%)
|
$3,500 (0.7%)
|
Managed
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| $100.38 | 0.30% | – | – | 0.63% | 0.00% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$565.38 (1.13%)
|
$397 (0.794%)
|
| $500,000 |
$4,750.38 (0.95%)
|
$3,500 (0.7%)
|
Matched
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| $100.38 | 0.30% | – | – | 0.65% | 0.00% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$575.38 (1.15%)
|
$397 (0.794%)
|
| $500,000 |
$4,850.38 (0.97%)
|
$3,500 (0.7%)
|
Retirement Bond
Growth assets
Conservative
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| 0 | 0.50% | – | – | 0.66% | 0.00% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$580.00 (1.16%)
|
$397 (0.794%)
|
| $500,000 |
$5,800.00 (1.16%)
|
$3,500 (0.7%)
|
Diversified Balanced
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| 0 | 0.50% | – | – | 0.63% | 0.00% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$565.00 (1.13%)
|
$397 (0.794%)
|
| $500,000 |
$5,650.00 (1.13%)
|
$3,500 (0.7%)
|
Diversified Conservative
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| 0 | 0.50% | – | – | 0.66% | 0.00% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$580.00 (1.16%)
|
$397 (0.794%)
|
| $500,000 |
$5,800.00 (1.16%)
|
$3,500 (0.7%)
|
Managed
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| 0 | 0.50% | – | – | 0.63% | 0.00% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$565.00 (1.13%)
|
$397 (0.794%)
|
| $500,000 |
$5,650.00 (1.13%)
|
$3,500 (0.7%)
|
Matched
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| 0 | 0.50% | – | – | 0.65% | 0.00% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$575.00 (1.15%)
|
$397 (0.794%)
|
| $500,000 |
$5,750.00 (1.15%)
|
$3,500 (0.7%)
|
Retirement Security Plan
Growth assets
High Growth
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| $68.35 | 0.36% | – | – | 0.61% | 0.00% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$553.35 (1.11%)
|
$397 (0.794%)
|
| $500,000 |
$4,918.35 (0.98%)
|
$3,500 (0.7%)
|
Managed
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| $68.35 | 0.36% | – | – | 0.63% | 0.00% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$563.35 (1.13%)
|
$397 (0.794%)
|
| $500,000 |
$5,018.35 (1%)
|
$3,500 (0.7%)
|
RLA Allocated Pension Plan
Growth assets
Conservative
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| 0 | 0.55% | – | – | 0.68% | 0.00% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$615.00 (1.23%)
|
$397 (0.794%)
|
| $500,000 |
$6,150.00 (1.23%)
|
$3,500 (0.7%)
|
Diversified Growth
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| 0 | 0.55% | – | – | 0.63% | 0.00% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$590.00 (1.18%)
|
$397 (0.794%)
|
| $500,000 |
$5,900.00 (1.18%)
|
$3,500 (0.7%)
|
Diversified High Growth
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| 0 | 0.55% | – | – | 0.60% | 0.00% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$575.00 (1.15%)
|
$397 (0.794%)
|
| $500,000 |
$5,750.00 (1.15%)
|
$3,500 (0.7%)
|
Moderate Growth
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| 0 | 0.55% | – | – | 0.67% | 0.00% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$610.00 (1.22%)
|
$397 (0.794%)
|
| $500,000 |
$6,100.00 (1.22%)
|
$3,500 (0.7%)
|
Pre-mixed Balanced
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| 0 | 0.55% | – | – | 0.64% | 0.00% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$595.00 (1.19%)
|
$397 (0.794%)
|
| $500,000 |
$5,950.00 (1.19%)
|
$3,500 (0.7%)
|
Single sector pension investment options
Flexible Income Plan
Cash
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| 0 | 0.55% | – | – | 0.11% | 0.00% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$330.00 (0.66%)
|
$397 (0.794%)
|
| $500,000 |
$3,300.00 (0.66%)
|
$3,500 (0.7%)
|
Diversified Fixed Interest
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| 0 | 0.55% | – | – | 0.51% | 0.00% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$530.00 (1.06%)
|
$397 (0.794%)
|
| $500,000 |
$5,300.00 (1.06%)
|
$3,500 (0.7%)
|
Listed Property
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| 0 | 0.55% | – | – | 0.57% | 0.00% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$560.00 (1.12%)
|
$397 (0.794%)
|
| $500,000 |
$5,600.00 (1.12%)
|
$3,500 (0.7%)
|
Property Biased
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| 0 | 0.55% | – | – | 0.69% | 0.00% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$620.00 (1.24%)
|
$397 (0.794%)
|
| $500,000 |
$6,200.00 (1.24%)
|
$3,500 (0.7%)
|
MultiFund Flexible Income Plan
All Growth
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| 0 | 0.50% | – | – | 0.64% | 0.12% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$630.00 (1.26%)
|
$397 (0.794%)
|
| $500,000 |
$6,300.00 (1.26%)
|
$3,500 (0.7%)
|
Australian Bond
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| 0 | 0.50% | – | – | 0.50% | 0.00% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$500.00 (1%)
|
$397 (0.794%)
|
| $500,000 |
$5,000.00 (1%)
|
$3,500 (0.7%)
|
Australian Share
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| 0 | 0.50% | – | – | 0.57% | 0.10% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$585.00 (1.17%)
|
$397 (0.794%)
|
| $500,000 |
$5,850.00 (1.17%)
|
$3,500 (0.7%)
|
Australian Share 3
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| 0 | 0.50% | – | – | 0.60% | 0.10% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$600.00 (1.2%)
|
$397 (0.794%)
|
| $500,000 |
$6,000.00 (1.2%)
|
$3,500 (0.7%)
|
Cash
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| 0 | 0.50% | – | – | 0.48% | 0.00% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$490.00 (0.98%)
|
$397 (0.794%)
|
| $500,000 |
$4,900.00 (0.98%)
|
$3,500 (0.7%)
|
Hedged International Share
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| 0 | 0.50% | – | – | 0.83% | 0.00% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$665.00 (1.33%)
|
$397 (0.794%)
|
| $500,000 |
$6,650.00 (1.33%)
|
$3,500 (0.7%)
|
International Bond
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| 0 | 0.50% | – | – | 0.87% | 0.00% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$685.00 (1.37%)
|
$397 (0.794%)
|
| $500,000 |
$6,850.00 (1.37%)
|
$3,500 (0.7%)
|
International Share
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| 0 | 0.50% | – | – | 0.85% | 0.00% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$675.00 (1.35%)
|
$397 (0.794%)
|
| $500,000 |
$6,750.00 (1.35%)
|
$3,500 (0.7%)
|
International Share 2
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| 0 | 0.50% | – | – | 0.85% | 0.00% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$675.00 (1.35%)
|
$397 (0.794%)
|
| $500,000 |
$6,750.00 (1.35%)
|
$3,500 (0.7%)
|
Specialist Australian Share
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| 0 | 0.50% | – | – | 0.80% | 0.00% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$650.00 (1.3%)
|
$397 (0.794%)
|
| $500,000 |
$6,500.00 (1.3%)
|
$3,500 (0.7%)
|
Specialist Property and Infrastructure
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| 0 | 0.50% | – | – | 0.77% | 0.00% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$635.00 (1.27%)
|
$397 (0.794%)
|
| $500,000 |
$6,350.00 (1.27%)
|
$3,500 (0.7%)
|
Provider Personal Retirement Plan
Cash
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| $100.38 | 0.30% | – | – | 0.27% | 0.00% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$385.38 (0.77%)
|
$397 (0.794%)
|
| $500,000 |
$2,950.38 (0.59%)
|
$3,500 (0.7%)
|
Provider Top Up Retirement Plan
Cash
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| $100.38 | 0.30% | – | – | 0.27% | 0.00% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$385.38 (0.77%)
|
$397 (0.794%)
|
| $500,000 |
$2,950.38 (0.59%)
|
$3,500 (0.7%)
|
Retirement Bond
Australian Equities
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| 0 | 0.50% | – | – | 0.57% | 0.00% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$535.00 (1.07%)
|
$397 (0.794%)
|
| $500,000 |
$5,350.00 (1.07%)
|
$3,500 (0.7%)
|
Cash
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| 0 | 0.50% | – | – | 0.12% | 0.00% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$310.00 (0.62%)
|
$397 (0.794%)
|
| $500,000 |
$3,100.00 (0.62%)
|
$3,500 (0.7%)
|
Diversified Fixed Interest
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| 0 | 0.50% | – | – | 0.64% | 0.00% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$570.00 (1.14%)
|
$397 (0.794%)
|
| $500,000 |
$5,700.00 (1.14%)
|
$3,500 (0.7%)
|
Diversified Growth
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| 0 | 0.50% | – | – | 0.62% | 0.00% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$560.00 (1.12%)
|
$397 (0.794%)
|
| $500,000 |
$5,600.00 (1.12%)
|
$3,500 (0.7%)
|
Diversified High Growth
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| 0 | 0.50% | – | – | 0.61% | 0.00% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$555.00 (1.11%)
|
$397 (0.794%)
|
| $500,000 |
$5,550.00 (1.11%)
|
$3,500 (0.7%)
|
International Equities
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| 0 | 0.50% | – | – | 0.68% | 0.00% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$590.00 (1.18%)
|
$397 (0.794%)
|
| $500,000 |
$5,900.00 (1.18%)
|
$3,500 (0.7%)
|
Listed Property
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| 0 | 0.50% | – | – | 0.60% | 0.00% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$550.00 (1.1%)
|
$397 (0.794%)
|
| $500,000 |
$5,500.00 (1.1%)
|
$3,500 (0.7%)
|
Property Biased
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| 0 | 0.50% | – | – | 0.66% | 0.00% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$580.00 (1.16%)
|
$397 (0.794%)
|
| $500,000 |
$5,800.00 (1.16%)
|
$3,500 (0.7%)
|
Specialist International Share
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| 0 | 0.50% | – | – | 0.76% | 0.00% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$630.00 (1.26%)
|
$397 (0.794%)
|
| $500,000 |
$6,300.00 (1.26%)
|
$3,500 (0.7%)
|
RLA Allocated Pension Plan
Australian Equities
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| 0 | 0.55% | – | – | 0.35% | 0.00% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$450.00 (0.9%)
|
$397 (0.794%)
|
| $500,000 |
$4,500.00 (0.9%)
|
$3,500 (0.7%)
|
Cash
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| 0 | 0.55% | – | – | 0.11% | 0.00% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$330.00 (0.66%)
|
$397 (0.794%)
|
| $500,000 |
$3,300.00 (0.66%)
|
$3,500 (0.7%)
|
Diversified Fixed Interest
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| 0 | 0.55% | – | – | 0.51% | 0.00% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$530.00 (1.06%)
|
$397 (0.794%)
|
| $500,000 |
$5,300.00 (1.06%)
|
$3,500 (0.7%)
|
Property
Fees
| Admin fee fixed | Admin fee % | Admin fee cap | General reserves | Investment fees and costs | Transaction costs |
|---|---|---|---|---|---|
| 0 | 0.55% | – | – | 0.57% | 0.00% |
| Balance | Total fees | Median total fees |
|---|---|---|
| $50,000 |
$560.00 (1.12%)
|
$397 (0.794%)
|
| $500,000 |
$5,600.00 (1.12%)
|
$3,500 (0.7%)
|
National Mutual administration details
Below you can find the administration details for National Mutual including whether the super fund is open to the general public (Public offer) or not (Non public offer) and how National Mutual is structured. You can also learn how their expenses ratio compares to other super funds, as well as the gender ratio and remuneration of their board directors.
| Fund’s RSE licensee | Equity Trustees Superannuation Limited |
| Public offer status | Public offer |
| Fund type | Retail |
| RSE licensee ownership type | Non equal representation |
| RSE licensee profit status | For profit status |
| RSE licensee board structure | Financial services corporation ownership |
| RSE licensee balance date | 6/30/2024 |
| Investment expenses ratio | 0.00% (average is 0.18%) |
| Operating expenses ratio | 0.10% (average is 0.49%) |
| Number (and percentage) of female directors | 3 (29%% – average is 40.7%) |
| Number (and percentage) of male directors | 3 (71%% – average is 59.3%) |
| Total remuneration of directors on trustee board | $516,000 (average is $743,412) |
| Average remuneration of directors on trustee board | $86,000 (average is $102,069) |
Sources: APRA and publicly available information. Data contained in this table as of 30 June 2025
National Mutual contact details
Below you can find contact details for National Mutual including website, email and physical address as well as social media accounts if they are available.
| Address |
GPO Box 2980 |
| Phone number | 133888 |
| Website | corporate.amp.com.au/about-amp/corporate-governance/trustee-information |
| Social media accounts |
Articles mentioning National Mutual Retirement Fund
Copyright text: All explanatory text is the copyright of SuperGuide Pty Ltd. All data information is the copyright of Australian Prudential Regulation Authority (APRA) . All data information is licensed under the Creative Commons Attribution 3.0 Australia Licence (CCBY 3.0).
Please see APRA Disclaimer, Important notice, Explanatory notes and Glossary
