With a Sunsuper Income account, you’ll pay a low administration fee of just $3.00 per week plus 0.10% p.a.* for the first $800,000 of your account balance.
Income account administration fee calculator
Get an approximation of the administration fees and costs you will pay by using our Income account administration fee calculator.
Fees and costs at a glance
The full range of fees and costs associated with an investment in Sunsuper Income accounts are set out below:
|Type of fee||Amount||How and when paid|
For the Retirement investment option: Estimated base fee of 0.26%p.a.1plus estimated performance-related fee of 0.04%p.a.1, a total of 0.30%p.a.1 of your account balance.
Take a look at the breakdown of investment fees and costs for each investment option.
|Deducted daily from the investment option(s) as part of the calculation of daily unit prices.|
$3.00 per week plus
0.10%p.a. of the first $800,000 of your account balance only.
(If your Income account balance is over $800,000 a nil percent Administration fee applies to the balance over $800,000).
Generally deducted from your account balance weekly.
Generally deducted from your account balance monthly.
|Buy-sell spread||Nil||Refer to the Sunsuper for life Investment guide.|
Partial withdrawals: Nil
|Deducted when the transaction is processed.|
|Other fees and costs||Refer to the definitions for fees and costs, and the Additional explanation of fees and costs in the Sunsuper for life guide. For insurance fees refer to the Sunsuper for life Insurance guide.4|
|Indirect cost ratio||For the Retirement investment option: 0.50%p.a.5
For Sunsuper's other investment options: 0.00%p.a. - 1.76%p.a.5
|Not charged by Sunsuper, but instead incurred within underlying investments and deducted from investment returns prior to calculation of daily unit prices.|
- If you have a Sunsuper Super-savings account, check out the fees and costs that may apply to your account.
- Take a look at the breakdown of investment fees and costs for each investment option.
- See the definitions for fees and costs.