Peter McCabe
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Wealth & Planning Super & Investments
With QSCU, you have access to a comprehensive range of investment options, competitive fees, and the very latest in investment services. You can also enjoy the benefit of consolidated investment for easy investment management and reporting - both for your Superannuation and personal investments.
Your Superannuation could be your life savings - so, it's important you feel that it's safeguarded by someone you can trust. At QSCU, we have strategic relationships with the following world-class providers to bring you a service of unparalleled quality and security. Your investments will benefit from the strength of:
We can help you save for your retirement - via contributions made by your employer on your behalf, by your business if you're self employed, by undeducted personal contributions, or by rolling over your Superannuation.
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Benefits of investing your Superannuation with the Qwealth Superannuation Master Trust include:
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When it’s time to start taking an income from your Superannuation, an allocated pension offers you a convenient and tax-effective way to do so.
You can utilise a broad range of investment options to devise an investment strategy that fits with your circumstances and risk tolerance.
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Benefits of taking an income from your Superannuation via an Allocated Pension include:
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Our Investment Services gives you the advantage of consolidating all of your Superannuation and personal investments under a single reporting structure.
This means you can call on a wide range of investment options to help you achieve your goals, without the hassle of complicated reporting and administration. It also makes it easy for you to review your strategy and investment choices at any stage.
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Whether your focus is on Superannuation, personal investments or retirement, the Qwealth Superannuation Master Trust and Qealth Investment Service offers you quality financial services that will cater to your requirements. Competitive fee structuresEnjoy quality financial services without losing your profits to high fees: The latest financial services technology, superior investment choice and other exclusive benefits - all within a highly competitive fee structure. Comprehensive product rangeAccess quality products for every financial stage and situation. Whether you’re saving for retirement through Superannuation, living off an allocated pension in retirement, investing, or protecting your wealth, our extensive product range will deliver to your needs. Personalised advice from an expertYou’ll have access to a qualified Financial Planner who can offer you expert advice on investments, Superannuation, retirement planning and protecting your wealth. Diverse range of investment optionsThese include:
Easy-to-access fund performance informationYou’ll always be able to access information on the performance of investment options to assist with your investment decisions. Secure, online access to your investmentsYou’ll receive a unique investor code and password which will enable you to easily and conveniently view and manage your investments online. Look up balances, reports, and other key information at the click of your mouse. A dedicated Client Services teamYou’ll benefit from the professionalism and a dedicated Client Service team. Equipped with an advanced administration platform, they’ll be there to care for your every need. Cost-effective insurance optionsThrough your Superannuation, you can access competitive prices on a comprehensive range of insurance to protect your wealth including Death, Death and Total/Permanent Disability and Income Protection. Automatic rebalancingIf selected, this facility will automatically review your investments at established intervals, then sell or buy investments in line with your agreed strategy. You can elect to have your investments rebalanced on a quarterly, half-yearly or annual basis. Tax reporting at the individual investment levelDetailed tax reporting on your portfolio will clearly show contributions tax, earnings tax, capital gains tax and any tax credits for each individual investment - to make life easier for you and your accountant. Flexible options for making contributionsYou or your employer can enjoy the convenience of direct deposit, cheque or BPAY for making Superannuation contributions. Ability to make regular payments and withdrawalsWhether you want to draw from your investments, or contribute to them regularly, you have the flexibility to choose. |
Contact us by either:
All Financial Planners are Authorised Representatives and provide advice under the authority of ClearView Financial Advice Pty Ltd, ABN 89 133 593 012, AFSL 331 367. QSCU receives a commission for referrals to ClearView. You should consider the relevantProduct Disclosure Statement (PDS) before investing in a product. Please refer to the QSCU Financial Services Guide (FSG) and ClearView's Financial Services Guide for more information.
These products are issued by: Oasis Fund Management Limited, ABN 38 106 045 050, AFSL 274 331, as the Trustee of the Qwealth Superannuation Master Trust and as the Operator of the Qwealth Investment Service.
The information on this page is of a general nature and is not intended to be a substitute for personal advice. This website page has been produced without taking into consideration your personal financial circumstances, objectives or needs. You should consider the appropriateness of the information to your financial situation and seek personal advice before acting on any information on this website.
