Direct Investment option

Overview

CareSuper's Direct Investment option allows members to invest a proportion of their super in their choice of companies listed in the S&P/ASX 300 Index. With a wide range of features to help you manage your shares, you can enjoy investing your super directly into the Australian share market.

When you select this option, a cash account will be created, where trades will be settled, brokerage charged and any dividends and tax paid.

Most suitable for

Members who have a long-term investment horizon (for example, at least 7 to 10 years), are comfortable taking an active role managing their super investment, and have a high tolerance for risk.

Investment objectives

To provide long-term growth by investing directly in the Australian share market.

Risk profile

High risk. Investment returns may vary significantly from one year to the next.

The likelihood of a negative annual return in every 20 years is 6 years, based on the average returns of the entire S&P/ASX 300 Index. The actual likelihood of a negative return will vary depending on the performance of the shares selected by individual members.

Investment time horizon

Very long term (7 to 10 years).

Find out more

Before deciding to invest in this option, read the CareSuper Investment Guide available here.

As with any investment decision, you should consult a financial planner before investing in this option.

To get in touch with the financial planning service at CareSuper, call us on 1300 360 149.*

*Financial planning is offered through CareSuper's relationship with Industry Fund Financial Planning, a division of Industry Fund services Pty Ltd (IFS), ABN 54 007 016 195, IFS's AFSL 232514. Advice is provided under the authority of IFS's AFS Licence.

Please note, an Industry Fund Financial Planner cannot give you advice about individual stock.