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Important Information

Retirement Savings Accounts (RSA)

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 Interest Rates

Product Disclosure Statements (PDS)

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.

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