Mercer Super harnesses global scale, expertise and knowledge to seek out the best investment opportunities in Australia and around the world, to help grow and protect your retirement outcomes.
- If you are a super member, you can find a list of Mercer Super investment options available to you, and their investment fees in this investment menu document.
- If you are a pension member, you can find a list of Mercer SmartRetirement Income investment options, and their investment fees in this SmartRetirement investment menu document.
Other fees and costs will be detailed in your Product Disclosure Statement, available on our website, and in your Welcome Letter.
Local and global investment experts
As a Mercer Super member you can benefit from Mercer’s global investments business, which currently includes approximately 2,000 professionals working to improve investment outcomes for members both here in Australia and around the world.
By combining deep local expertise with global capability and scale, Mercer Super aims to deliver strong member returns and super you can count on.
Your super, your choice
With Mercer Super, you can choose to leave your investment strategy in the hands of our global team of experts or make your own choices from a wide range of investment options.
Your initial Mercer Super investment option(s) will closely match your BT Super investment options. For further information, including which investment option(s) you’ll be invested in, please refer to the Significant Event Notice sent to you by BT Super, or your Mercer Super Welcome Letter.
Mercer SmartPath – default option
Mercer Super’s default investment option Mercer SmartPath delivered 7.9% p.a. over 10 years for one of our largest groups of members, outperforming the comparative industry median of 7.2% p.a.1.
If you were invested in BT Super’s default investment option, BT Lifestage, you will have been invested invested in Mercer SmartPath following the transfer.
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For past performance information, please see the 2022 Mercer Super Trust Annual Report, Part 2.
Further information
If you require further information please contact Mercer Super on 1800 682 525, Monday to Friday, 8am – 7pm (AEST/AEDT).
1 Based on Mercer SmartPath membership data as at 30 June 2024 and for members invested for the full period. Mercer Super Trust’s analysis of Mercer SmartPath (born 1974-1978), one of the largest cohorts, after investment fees and tax, compared to the median of all default funds reported in SuperRatings Fund Crediting Rate Survey – Default Options as at 30 June 2024.
Disclaimer: This content has been prepared on behalf of Mercer Superannuation (Australia) Limited (‘Mercer Super’), ABN 79 004 717 533, Australian Financial Services Licence #235906, the trustee of the Mercer Super Trust ABN 19 905 422 981. Any advice is of a general nature only, and does not take into account the personal needs and circumstances of any particular individual. Prior to acting on any information, you need to take into account your own financial circumstances. Please consider the Product Disclosure Statement, Product Guide, Insurance Guide, and Financial Services Guide before making a decision about the product, or seek professional advice from a licensed, or appropriately authorised financial adviser if you are unsure of what action to take. Past performance is not a reliable indicator of future performance. 'MERCER' is a registered trademark of Mercer (Australia) Pty Ltd ABN 32 005 315 917. Copyright 2024 Mercer LLC. All rights reserved.
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