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Trustee and Fund information

Here you will find links to important information about the management of the Zurich Master Superannuation Fund.

Fund Name

Zurich Master Superannuation Fund

ABN 33 632 838 393 SFN 2540/969/42

Trustee

Equity Trustees Superannuation Limited

Administrator

Zurich Australia Limited ABN 92 000 010 195 AFSL 232 510

Unique Superannuation Identifier (USI)
33 632 838 393 987

Superannuation Product Identification Number (SPIN)
 

SPIN

Product Name
ZUR0473AU Zurich Superannuation Plan
ZUR0471AU Zurich Retirement Plan
ZUR0469AU Zurich Account-Based Pension
ZUR0474AU Zurich Term Allocated Pension

Zurich Master Superannuation Fund – Member Outcome Statement


As of 2021, all superannuation funds are required to assess the outcomes provided to their members (a Member Outcome Statement) and, based on that assessment, publish the results on how well the Fund provides member outcomes and promotes members’ financial interests.

A separate Member Outcome Statement has been done for each product offered in the Zurich Master Superannuation Fund and can be accessed here.

Methodology and structure

In conducting each assessment, the Trustee compared the Product to similar superannuation products using the criteria in Part 6 of the Superannuation Industry (Supervision) Act 1993 and Prudential Standard SPS 515 Strategic Planning and Member Outcomes. This comparison includes outcomes related to:

  • investment risk and return;
  • fees and costs;
  • insurance claims (where relevant); and
  • the options, benefits and facilities offered to members.
     

These options, benefits and facilities include member engagement and experience, sustainability (as a measure of the ability to deliver optimal member outcomes in the future) and liquidity.

Each report also includes a dashboard that depicts the Trustee’s assessment of the Product’s market-relative performance for each outcome they aim to provide members; a table summarising the key metrics relied on when making this assessment; and their commentary on this performance that includes action items to improve suboptimal performance.

Further information

If you have any questions about the Member Outcome Statement, or any other issue regarding your membership of the Zurich Master Superannuation Fund, please reach out to the Zurich Customer Care team in the most convenient way for you by:

 calling us on 131 551, or

 emailing us at client.service@zurich.com.au

 sending a letter to The Manager, Zurich Customer Care, Locked Bag 994, North Sydney NSW 2059


The Fund is administered by Zurich Australia Limited ABN 92 000 010 195, AFSL 232 510.This information is general in nature only.  It has been prepared without taking into account your particular objectives, financial situation or needs. Before acting on any advice you should assess or ask your adviser whether it is appropriate for your needs, financial situation and investment objectives.  More information about how the Trustee handles your personal information may be found at Privacy Statement

Notice of FY24 Annual Members Meeting – Zurich Master Superannuation Fund

We are pleased to invite you to the Zurich Master Superannuation Fund’s (Fund) Annual Members Meeting for the year ending 30 June 2024.

Time and place

The meeting will be held at 11.30am AEST on Tuesday 4th February, 2025 and can be accessed online at https://qrco.de/bfNeqK. To register your online attendance and submit any questions, please visit https://qrco.de/bfNeqK. Instructions on how to attend the online meeting are also available at that online registration address.

After you register, we will send you a confirmation by email.  If you have registered but cannot attend, a recording will be made available after the meeting at https://eqt.com.au/zurich.

Meeting Agenda

The matters to be discussed at the meeting will be:

Topic Speaker
1. Introduction  Catherine Robson, Chair ETSL
2. Fund update David Warren, General Manager, Superannuation Services, ETSL
3. Q & A Facilitated by David Warren
Overview

Equity Trustees Superannuation Limited (ETSL), the Trustee for the Zurich Master Super Fund will hold its Annual Members Meeting on 4th February 2025. This is an important opportunity for you to hear about the Fund’s strategy and objectives, its investment performance and planned initiatives in the near future.

The Trustee has a crucial role to play in the financial wellbeing of the Fund’s members and is very focused on helping achieve the best possible retirement outcomes for members. We would be delighted to welcome you to the meeting.

Links to reports

You can access the following Fund reports for the 30 June 2024 year of income from the Fund’s website at https://www.zurich.com.au/investments/superannuation/trustee-and-fund-information.html (please refer to Financial Statements on the Fund Information tab).

  1. Financial Report
  2. Director’s Report
  3. Auditor’s Report
Other Fund information
  1. There have been two significant events or material change notices given to members over the two-year period ending 30 June 2024. The online link to access these notices is https://www.zurich.com.au/investments/superannuation/trustee-and-fund-information.html (please refer to the Significant Event Notices tab).
  2. Details of the Fund’s key management personnel remuneration is accessible at https://www.eqt.com.au/rem.
  3. The annual Fund Information Report for the 30 June 2024 year of income is accessible at https://www.zurich.com.au/investments/superannuation/trustee-and-fund-information.html (please refer to the Annual Fund Reports tab).
  4. ETSL’s written annual determination of the manner in which members' financial interests have been promoted in relation to the Fund’s Choice products, including assessments against relevant benchmarks, is accessible at https://www.zurich.com.au/investments/superannuation/trustee-and-fund-information.html (please refer to the Member Outcomes Statement tab).
  5. A copy of the most recent periodic statement provided to you (assuming you have been a Fund member for the relevant period) is accessible by logging into your My Zurich member portal at https://www.zurich.com.au/.
  6. The Fund did not make any payments during the 30 June 2024 year of income where the purpose of the payment was promoting the Fund, promoting a particular view on behalf of the Fund or sponsorship on behalf of the Fund.
  7. The Fund did not make any political donations (or gifts) during the 30 June 2024 year of income.
  8. The Fund did not make any payments during the 30 June 2024 year of income to any industrial bodies.
  9. Details of related party payments (if any) made by and relating to the Fund are accessible at https://www.zurich.com.au/investments/superannuation/trustee-and-fund-information.html.


We hope you can join us at the meeting.

Catherine Robson

Chair – ETSL


This information on the Annual Member Meeting is provided on behalf of the trustee of the Zurich Master Superannuation Fund, Equity Trustees Superannuation Limited ABN 50 055 641 757, AFSL 229757, RSE L0001458. The Fund is administered by Zurich Australia Limited ABN 92 000 010 195, AFSL 232 510.

This information is general in nature only.  It has been prepared without taking into account your particular objectives, financial situation or needs. Before acting on any advice you should assess or ask your adviser whether it is appropriate for your needs, financial situation and investment objectives.  More information about how the Trustee handles your personal information may be found at https://www.eqt.com.au/global/privacystatement 

Further information

If you have any questions about the Annual Member Meeting, or any other issue regarding your membership of the Zurich Master Superannuation Fund, please reach out to the Zurich Customer Care team in the most convenient way for you by:

Calling us on 131 551 or

Emailing us at client.service@zurich.com.au

Sending a letter to The Manager Zurich Customer Care, Locked Bag 994 North Sydney NSW 2059

Fax +61 2 9995 3797

Trustee's privacy statement

 

This has been prepared without taking into account your particular objectives, financial situation or needs. Before acting on any advice you should assess or ask your adviser whether it is appropriate for your needs, financial situation and investment objectives.  More information about how the Trustee handles your personal information may be found at Privacy Statement

Equity Trustees Limited (ABN 46 004 031 298) AFSL 240975, Equity Trustees Wealth Services Limited (ABN 33 006 132 332) AFSL 234528, HTFS Nominees Pty Ltd (HTFS) (ABN 78 000 880 553, AFSL 232 500), Equity Trustees Superannuation Limited (ETSL) (ABN 50 055 641 757 AFSL 229757) and EQT Legal Services Pty Ltd (ABN 32 611 391 149) are part of the EQT Holdings Limited (ABN 22 607 797 615) group of companies, listed on the Australian Securities Exchange (ASX:EQT).

The Fund is administered by Zurich Australia Limited ABN 92 000 010 195, AFSL 232 510. This information is general in nature only.  The information provided in this presentation is given in good faith and is current at the time of the presentation. Past performance is not a reliable indicator of future returns. All information contained in this presentation is general in nature only and should not be relied upon as personal advice. You should speak with a financial adviser for information tailored to your specific objectives, financial situation and needs.   This communication is intended as a source of information only and should not be construed as legal advice

2023 Zurich Master Superannuation Fund - Significant Events Notice 846 KB, pdf
2022 Zurich Master Superannuation Fund – Significant Events Notice 550 KB, pdf
2021 Zurich Master Superannuation Fund – Significant Events Notice 351 KB, pdf
2020 Zurich Master Superannuation Fund – Significant Events Notice 268 KB, pdf
2019 Zurich Master Superannuation Fund – Significant Events Notice 2 MB, pdf
2018 Zurich Australian Superannuation Pty Limited - Significant Events Notice 310 KB, pdf
2017 Zurich Australia Superannuation Pty Limited - Significant Events Notice 886 KB, pdf
2017 Successor Fund Transfer of ZMSF Insurance-only members 182 KB, pdf
2016 Zurich Australian Superannuation Pty Limited - Significant Events Notice 166 KB, pdf
2015 Zurich Australian Superannuation Pty Limited - Significant Events Notice 452 KB, pdf
2014 Zurich Australian Superannuation Pty Limited - Significant Events Notice 242 KB, pdf
2014 - 2015 Zurich Superannuation Term Life Plus - Policy upgrade information for Death cover 39 KB, pdf
2013 Zurich Australian Superannuation Pty Limited - Significant Events Notice 674 KB, pdf
2012 Zurich Australian Superannuation Pty Limited - Significant Events Notice 396 KB, pdf
2012 - 2013 Zurich Superannuation Term Life Plus - Policy upgrade information 13 KB, pdf
2011 Zurich Australian Superannuation Pty Limited - Significant Events Notice 292 KB, pdf
2011 - 2012 Zurich Superannuation Term Life Plus - Policy upgrade information 56 KB, pdf
2010 Zurich Australian Superannuation Pty Limited - Significant Events Notice 245 KB, pdf
2009 Zurich Australian Superannuation Pty Limited - Significant Events Notice 187 KB, pdf
2008 Zurich Australian Superannuation Pty Limited - Significant Events Notice 162 KB, pdf
2007 Zurich Australian Superannuation Pty Limited - Significant Events Notice 240 KB, pdf