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Fees and costs in your Income account

$3.00 per week plus 0.10% p.a. of your account balance*

As a profit for members fund, we strive to keep our fees and costs low so we can pass on the savings to you.

With Sunsuper, an administration fee will come out of your Income account to cover our administration costs and like most super funds, an investment fee (depending on your investment option) will apply. However, with Sunsuper you'll pay no entry, termination or investment switching fees and there’s no additional fee for regular income payments.

Administration fees

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
Investment fee

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.of your account balance.
For Sunsuper's other investment options: Estimated base fee of between 0.06%p.a.1 and 0.32%p.a.1 plus estimated performance-related fee of between 0.00%p.a.1 and 0.07%p.a.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.
Administration fee

$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.
Switching fee Nil n/a 
Exit fee

Partial withdrawals: Nil
Full withdrawals: Transition to retirement: $47and Retirement $40

Deducted when the transaction is processed. 
Advice fee Nil3  n/a
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.
 

Learn more

*Percentage based fee applies to the first $800,000 of your Income account balance only (if your Income account balance is over $800,000 a nil percent Administration fee applies to the balance over $800,000). Does not include investment fees and costs. Different fees apply to Super-savings accounts.