Your complimentary superannuation financial plan
As a HOSTPLUS Executive member, you're entitled to a superannuation financial plan – free of charge - in your first year of membership. It’s courtesy of HOSTPLUS Executive and there’s no obligation. It’s simply one way we can help you get your finances sorted
- To take advantage of this exclusive offer call us on 1300 799 998.
Advice fees
The financial planning service offers members advice on a fee for service basis. As a member you can pay the advice fees directly from your HOSTPLUS Executive account for superannuation advice, as long as your account balance is at least $2,000 after the fee is deducted.
Your financial adviser will make a free assessment of your requirements and provide a fixed no-obligation quote upfront.
| Industry Fund Financial Planning Service |
Fee |
| Member investment choice |
$220 flat |
| Member insurance |
$220 flat |
| Super contribution eligibility |
$220 flat |
| Super splitting advice |
$220 flat |
| Super retirement projection |
$110 flat |
| Full 'super only' financial plan (all above) |
$550 flat |
| Personal rollover plan |
$440 flat |
| Transition to retirement advice |
$220 per hour |
| Retirement plan (average 10 hours) |
$220 per hour |
| Review of personal circumstances |
$220 per hour |
These fees include GST and are current at 1 June 2011.