Plum Eligible Spouse Plan

The Plum Eligible Spouse Plan is another of the many ways we can help members and their spouses take control of their financial future.

Share your superannuation benefits

Many of the benefits available to members of the Plum Superannuation fund can be extended to their partners with the Plum Eligible Spouse Plan.*

Benefits of the Plum Eligible Spouse Plan

• No entry fees.
• Access to a wide range of investment options.
• Access to insurance cover at group premium rates.
• Competitive fees** – Plum Superannuation Fund members' spouses pay a discounted plan management fee and wholesale investment fees.
• 24 hour, 7 days a week access to account information using the Plum website and automated telephone service.
• Access to financial advisers through Momentum Financial Advice.***
• Tools to help you understand your super with comprehensive educational programs and publications.
• Regular updates on superannuation topics with our Mail2Me email subscription service.
• Access to extensive Member Services.
• Consultants to answer questions on 1300 55 7586 8.00am to 6.00pm, AEST.
• Note: binding death nominations are now available in the Eligible Spouse Plan.

Learn more...

To find out more, go to the Forms and Publications page and download the Product disclosure statement (PDS) for the ESP and the Financial Services Guides.

 

Phone:		1300 55 7586
Email:		service@plum.com.au

* Corporate superannuation plans differ. It is best to check company arrangements for eligibility to a spouse super plan.
** Other fees apply as outlined in the PDS.
*** The Trustee has entered into an agreement with GWM Adviser Services Limited (GWM Adviser Services) ABN 96 002 071 749 AFSL 230692 to provide advice and mortgage broking services. Plum, the Trustee and GWM Adviser Services are part of the National Australia Group of companies.

Our products and services

Employers What we offer to your employees Conversion process Education More services  Members What we offer you Investment options Education Transfer my super to Plum  Products Plum Pension Plum Personal Plan Eligible Spouse Plan Services Financial advice services Choice of fund What is choice of fund? Fund comparison Compliance statement Fund selection tips

Top questions

How does my spouse join the Eligible Spouse Plan (ESP)? Can my spouse have insurance cover in the ESP? Does my spouse have access to the same investment options as I do?

Contact us
Online:		Contact us form
Phone:		1300 55 7586
Fax:		1300 99 7586
Email:		service@ plum.com.au
Mail:		GPO Box 63 Melbourne Vic 3001