Insignia Financial is aware of incidents involving a malicious third-party attempting to access online superannuation accounts across some parts of the Superannuation Industry. As a Plum member, there has been no impact on the security of your account or our services.
Plum Personal Plan
What is Plum Personal Plan?
The Plum Personal Plan is part of Plum Super. You can join the plan if you are a spouse of a Plum super member, an existing member of Plum super or when you leave your employer you have an option to transfer your super to Plum Personal Plan.
There are two ways to join the Personal Plan
You leave your employer
Your benefit will be automatically transferred to the Personal Plan if you don’t choose another superannuation fund. You will continue to have access to many of the services available in your employer plan.
You are the spouse of a Plum Super member or an existing member of Plum Super
With an account balance of $2,000 or more, you can apply to join, and gain access to many of the services available in Plum Personal Plan.
Benefits of Plum Personal Plan
- The option to apply for death, Total and Permanent Disablement (TPD) and salary continuance insurance cover
- Competitive fees1 including wholesale investment fees
- Being able to continue to grow your super with employer or personal contributions
- Access to a wide range of investment options
- Automatic transfer of your insurance cover2 at group premium rates (if you have transferred from an employer plan within Plum Super)
1Other fees apply as outlined in the PDS available on the forms & publications section of the website.
2Your death or death and TPD cover will automatically transfer to the Plum Personal Plan and become a fixed amount. Refer to the PDS for more details.
Forms & publications
Plum Personal Plan product disclosure statement (PDF)
Visit the forms & publications page for full Plum Personal Plan forms and brochures.
Call us on 1300 55 7586 opens in new window|tel: 1300557586 Monday to Friday 8am-7pm AEST (8pm daylight savings time).
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