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.

For general information about the Plum Eligible Spouse Plan, download:

Vanguard have introduced new buy/sell spreads for the Vanguard International Shares Index Fund (hedged), the Vanguard Index Diversified Bond Fund and the Vanguard Australian Fixed Interest Fund effective from 1 June 2009. For further details log on to the Member section of the site or call
1300 55 7586.

BT Wholesale Global Fixed Interest Fund is not available from 5 December 2008

Lazard International Share Fund is not available from 10 September 2008.

Binding death nominations are now available in the Eligible Spouse Plan.

	Part 1 of the Product disclosure statement (PDS) (PDF 1.8MB)
	Part 2 of the Product disclosure statement (PDS) (PDF 320KB)
	Supplementary Product disclosure statement (PDS) (PDF 58KB)
	Financial services guides - Trustee version (PDF 212KB)
	Financial services guides - Administrator version (PDF 320KB)

 

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

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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