Currently, we’re not offering new Retirement Savings Accounts (RSA) for existing or new members. If you already have an RSA, relevant interest rate information and forms are provided here to help you manage your account.
While we can’t open a new RSA, we do have a competitive range of transaction, savings and term deposit accounts you can choose from.
If you have any questions about your existing RSA, or any one of our products, please call our team on 133 462.
RSA Forms
- RSA FTD Instruction
- RSA Income Payment Confirmation
- RSA Pension Lump Sum Withdrawal Request
- RSA Pension Payment Change Request
- RSA Super Fund Contribution Form
- RSA Super Fund Transfer of Benefits
- RSA Super Fund Withdrawal Request and Account Closure Form
- RSA Binding Death Nomination Form
RSA Interest Rates
Product Disclosure Statements (PDS)
- Hunter United Super Fund Retirement Savings Account (RSA)
- Hunter United Pension Fund Retirement Savings Account (RSA) – Account Based Pension
Retirement Savings Account (RSA) Pension Fund Past Performance (net of tax)*
| Annual effective rate of return | Compound average | |||||
|---|---|---|---|---|---|---|
|
1/07/2018 to 30/6/2019 |
1/07/2019 to 30/6/2020 |
1/07/2020 to 30/6/2021 |
1/07/2021 to 30/6/2022 |
1/07/2022 to 30/6/2023 |
1/07/2018 to 30/6/2023 |
|
| Allocated Pension example $100K | 2.000% | 1.380% | 0.688%% | 0.527% | 1.968% | 1.311% |
Retirement Savings Account (RSA) Super Fund Past Performance (net of tax)*
| Account Balance | Annual effective rate of return | Compound average of the annual effective rate of return | Compound average | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
1/7/2018 to 30/6/2019 |
1/7/2019 to 30/6/2020 |
1/7/2020 to 30/6/2021 |
1/7/2021 to 30/6/2022 |
1/7/2022 to 30/6/2023 |
1/7/2018 to 30/6/2019 |
1/7/2019 to 30/6/2020 |
1/7/2020 to 30/6/2021 |
1/07/2021 to 30/06/2022 |
1/07/2022 to 30/06/2023 |
1/7/2018 to 30/6/2023 |
|
| $1-$1,999 | 0.04% | 0.04% | 0.04% | 0.04% | 0.04% | 0.04% | 0.04% | 0.04% | 0.04% | 0.04% | 0.04% |
| $2000 - $9,999 | 0.04% | 0.04% | 0.04% | 0.04% | 0.04% | 0.04% | 0.04% | 0.04% | 0.04% | 0.04% | 0.04% |
| $10,000 - $19,999 | 0.26% | 0.11% | 0.04% | 0.04% | 1.57% | 0.26% | 0.11% | 0.04% | 0.04% | 1.57% | 0.40% |
| $20,000 - $49,999 | 0.68% | 0.36% | 0.04% | 0.04% | 1.57% | 0.68% | 0.36% | 0.04% | 0.04% | 1.57% | 0.54% |
| $50,000 & above | 1.11% | 0.82% | 0.37% | 0.30% | 1.57% | 1.11% | 0.82% | 0.37% | 0.30% | 1.57% | 0.83% |
*Past performance is not a reliable indicator of future performance.
Why choose us?
Established in 1880, IMB Bank is one of the most enduring financial institutions in the country, helping people achieve their financial goals for over 140 years. Our members can access a fully featured range of services: home and personal lending, savings and transaction accounts, term deposits, business banking, and more.
Our renowned personal service is backed by innovation, providing convenient, secure digital banking options where and when you want it. IMB also has a growing retail branch network throughout NSW and Victoria, for when you need to speak to someone in person, and a team of professionals at our locally based contact centre. We have a lending specialist in every branch and a team of mobile lending specialists who will come to you.
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