Welcome to the Bookmakers Superannuation Fund.
The fund prides itself on achieving excellent returns for its members,
a low management fee and personalised service.
Why the Bookmakers Superannuation Fund?
1. The Performance of the Fund
The Fund has produced excellent returns since its origins in 1974.
The historical performance of the Fund is included in this brochure.
It is especially of note that the average annualised return for
the past 5 years has been 8.8% in the accumulation fund and 11.8%
in the allocated pension fund.
Note: Past returns are no guarantee of what future returns may
be.
2. Personalised service
The Fund does not have a call centre. You speak directly to the
people who administer the Fund. This personalised service is available
during normal office hours.
3. Fees
The total management fee for the Fund is 1.108% including GST annually.
This rate is at the low end of the range for this type of fund and
all returns are quoted net of fees.
4. Other Charges
The Fund has no other charges in addition to the annual fee. There
are no entry fees and there are no exit fees. This means that if
you are dissatisfied with the performance of the Fund your money
can be rolled over to another fund without penalty.
5. Investment Choice
The Fund offers two investment choices, balanced and conservative. Investment choice is available in both the Accumulation Fund and the Pension Fund.
6. Security
Your investments are secure as the Trustee is also the custodian
of the Fund.
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