Who is involved with the management of Enterprise Plan?

Enterprise Plan is issued by Equity Trustees Superannuation Limited (ETSL) ABN (50 055 641 757) AFSL 229757, RSE License 1067880, MySuper Licence 60998717367002, as Trustee for The Executive Superannuation Fund ABN 60 998 717 367 (“the Fund”).

Please click here for the Trustee’s governance documents.

Enterprise Plan is part of the superannuation fund known as the Executive Superannuation Fund, and was established on 14 June 1976, and was designed to provide members with financial security in retirement and protection for both members and their dependants in the event of your death or permanent disablement. The Fund has approximately $1.8 billion of assets under management as at 1 July 2017. Click here to view the Enterprise Plan Trust Deed.

Enterprise Plan ‘Member’s Choice’ Superannuation Plan (Enterprise Plan)

Enterprise Plan was established as a simple, effective employer sponsored superannuation product for employees. Enterprise Plan offers both member choice and a MySuper Investment option. Members can join via an employer sponsor in the Employer Division or as an individual in the Personal Division.

Enterprise Plan offers a range of investment options; insurance while in accumulation as well as transfer to The Executive Superannuation Fund in retirement accessing income steams.

Members have access on-line 24/7 to track and manage their superannuation member account.

Historical Investment Manager Report

Quarterly Investment Option Fact sheets and other historical information can be found in the Forms and Publications page.

The Trustee has appointed expert service providers to administer and provide insurance to the Fund:

Administrator
OneVue Super Services Pty Ltd
ABN 74 006 877 872 AFSL 246683

onevue-loho

Group Life Insurer
Hannover Life Re
ABN 37 062 395 484

Asset Consultant
Mercer Investments (Australia) Limited
ABN: 66 008 612 397, AFSL No: 244385