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Eligible Spouse Plan – what’s on offer?
If your spouse opens an account in Plum’s ESP they may:
- direct their employer’s Superannuation Guarantee (SG), plus other contributions, into their ESP account;
- rollover any other accounts they have into their ESP account – which could lead to less paperwork, less fees and more efficient management of their super2;
- choose from over 30 investment options designed to suit a range of investor profiles;
- apply for death and total and permanent disablement (TPD) insurance cover;
- access a dynamic website featuring their personal account information plus a range of communications, tools and education modules, as well as the latest super news;
- pay wholesale rates on fees and insurance premiums;
- access a range of ancillary services, including mortgage broking and financial advice
As Plum members, you and your spouse are entitled to an initial, telephone-based consultation with a qualified financial adviser – at no cost to you.* Call 1300 55 7586 to speak to a Plum Member Services Consultant who can put you in touch with a financial adviser directly;
- receive regular communications from Plum including an annual report, biannual statement, biannual newsletter, a monthly e-news service (Mail2Me) and regular campaigns promoting the various benefits available to them; and
- access a team of professional consultants directly on email at service@plum.com.au or by calling 1300 55 7586.
And in addition to all of this, together,
you can save for your future via one of the most
tax-effective savings
vehicles available…superannuation!
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