Investment choice
Mercer Super’s award winning investment option Mercer SmartPath, is a set-and-forget investment strategy that adapts your strategy as you age, automatically balancing your investment risk with your life stage. This is the ‘default’ investment option for most members.
Whether you’re an aggressive investor with an appetite for risk, the type who likes to play it safe or somewhere in between, we’ve got a range of Ready-made, Socially Responsible and Sector options to suit you. For a more ‘hands-on’ investing approach, you also have access to Mercer Direct.
Advice to help you set up your super right from the start
Make great decisions with great advice. You can get free limited advice about your super over the phone, so give us a call and get your super sorted right from the start.
If you take advantage of every opportunity to get ahead you might want to think about getting more detailed advice – speaking to a Mercer financial adviser today could make all the difference to your future.
We specialise in the stuff that matters - super, retirement, investment, tax strategies, aged care and estate planning – so whatever your financial position, your Mercer financial adviser can help.
Whether you’re an aggressive investor with an appetite for risk, the type who likes to play it safe or somewhere in between, we’ve got a range of Ready-made, Socially Responsible and Sector options to suit you. For a more ‘hands-on’ investing approach, you also have access to Mercer Direct.
WHAT YOU NEED TO KNOW
Joining the Mercer Super Trust
To invest in Mercer’s SmartSuper Plan, join the Individual section of the Corporate Superannuation Division of the Mercer Super Trust.
After you've opened your account
You’ll receive a welcome letter and information and accessing your account online.
You can view and update these online at any time:
- investment options
- insurance
- beneficiaries
- personal details
- communication preferences.
Providing your tax file number (TFN)
You'll need to provide your TFN and provide consent for us to record and use it for the purposes set out in the TFN Collection Statement. If you don't wish to provide your TFN, you can still apply by completing a paper version of the application form.
Note, you may be taxed at the highest marginal tax rate if you don’t provide your TFN.
Mercer Super Trust: 1800 682 525, +61 3 8306 0900
Pension: 1800 671 369, +61 3 8306 0906
8am - 7pm (AEST/AEDT), Monday - Friday
