Who Can Join Enterprise Plan?

Enterprise Plan offers both an:

  • Employer Product – Employer Sponsored; and a
  • Personal Product.

Employer Sponsored Enterprise Plan includes an employer sponsored Super product that provides a simple superannuation solution for employers and their employees. The Enterprise Plan Employer Product is available to employers who wish to set up default super arrangements for their employees with Enterprise Plan, and provides a cost effective, flexible superannuation solution and offering.

  • A range of investment options supported by carefully selected underlying investment managers. You have access to a number of investment options with varying asset classes, through our professionally constructed portfolios.
  • Investment options are unitised, and investment performance is reflected in unit prices usually struck daily.
  • Insurance cover is available subject to underwriting;
  • For employers with at least 10 employees joining Enterprise Plan, automatic insurance cover, including Death, Income Protection, Total and Permanent Disability available to all members who meet eligibility criteria; Extra optional insurance cover is also available subject to underwriting.
  • An authorised MySuper product (MySuper MyLife) and the ability to accept all types of superannuation contributions; and
  • Transfer to the Enterprise Personal Product on any change of employment, and insurance cover will continue as long as insurance has not ceased for other reasons, such as not being able to pay insurance premiums.
  • The ability to nominate a beneficiary either with binding or non-binding nominations.
  • A local service centre to enable you to obtain information over the phone or by email or online here on the website.
  • Help to find your lost super, and upon your instruction assistance to consolidate your super accounts.
  • Convenience of a secure member online portal allowing you to keep track of your super 24/7;

  Personal Product Enterprise Plan includes a personal super product that provides a simple solution for individuals. The Enterprise Plan personal super product is cost effective, flexible superannuation solution offering:

  • A range of investment options supported by carefully selected underlying investment managers. You have access to a number of investment options with varying asset classes, through our professionally constructed portfolios.
  • Investment options are unitised, and investment performance is reflected in unit prices usually struck daily.
  • Flexible insurance cover, including Death, Income Protection, Total and Permanent Disability available on application by the Member to the Insurer, and is subject to underwriting.
  • The ability to nominate a beneficiary either with binding or non-binding nominations.
  • A local service centre to enable you to obtain information over the phone or by email or online here on the website.
  • Help to find your lost super, and upon your instruction assistance to consolidate your super accounts.

Convenience of a secure member online portal allowing you to keep track of your super 24/7.

How to Join Enterprise Plan?

Step 1:

Read either the Enterprise Plan – Employer Sponsored or Personal Product Product Disclosure Statement (PDS), Member, Investment and Insurance Guides. Complete the application form in the PDS and return to us.

Step 2:

If you are joining as an individual member, complete choice of super form and give it to your employer.

Step 3:

Want to transfer your superannuation from another fund into Enterprise Plan? All that you need to do is complete the Roll-in Form (available in Forms & Publications). You will need the member number and Unique Superannuation identifier (USI) from your other super accounts. Alternatively, opt to use our free service to ‘Find and Combine’ all of your super into Enterprise Plan.

Step 4:

Start boosting your super by making personal contributions, including salary sacrifice. Need more information:

Important: You will receive a unique member number and all your contributions will be placed into your super account.