Closing FAQs

From 1 July 2023, the Self Invest option will no longer be offered to new investors. For existing investors, you don’t need to worry – there’s no change.

FAQs

Why are you closing Self Invest to new investors? Show content

At Australian Retirement Trust, we use our size and scale to find and make investments to grow members’ superannuation savings and help maximise their retirement income. We’re also focused on delivering a market-leading range of investment options, to help you retire well with confidence.

Delivering this new range of investment options requires a number of progressive changes, one of which is closing the Self Invest option to new investors.

If I want to register for Self Invest when do I need to do it by? Show content

If you would like to invest in Self Invest, please complete your initial transfer before 3pm, 30 June 2023.

Will there be changes made to the Self Invest portal that I currently use? Show content

No, there will be no changes to the current Self Invest portal. If any changes are made in the future, we’ll let you know.

Will you be replacing this investment option with another option? Show content

We’ll let our members know in advance if we make any other changes to our investment options.

Does closing Self Invest impact the annual access fees I'm paying, or any other fees or costs such as brokerage? Show content

No, there are no changes to Self Invest fees or costs.