Log in:
> Member
About the Fund
Purpose
A high-performing super fund powered by the combined expertise of Goldman Sachs and JBWere and designed to deliver a better retirement outcome for our employees, their spouses and former employees. Members benefit from: outstanding investment performance + low fees + insurance tailored for the needs of GSJBW employees.
WHO THE FUND IS FOR
Accumulation Achieving the best possible retirement outcome is our #1 priority – our long-term performance speaks for itself. |
Retained Complement your investment portfolio with ongoing access to market-leading investment performance, regardless of who you work for. |
Pension Retired investors use our flexible, high-performing income streams to complement their investment portfolio. |
Spouse Take advantage of contribution splitting so you can both benefit from the Fund’s strong investment performance. |
HOW THE FUND WORKS
The Goldman Sachs & JBWere Superannuation Fund (‘Fund’) is a ‘not-for-profit’ employer sponsored super fund. The principal employer of the Fund is Goldman Sachs Australia Services Pty Ltd. Anyone who is an employee or contractor of Goldman Sachs Australia Services Pty Ltd or an employee of National Australia Bank Ltd (‘NAB’) who primarily works in the JBWere Ltd business is eligible to join the Fund. The Fund also offers membership to spouses of employees and persons who cease to be an employee.
The Fund is run by a trustee company BEST Superannuation Pty Ltd ABN 57 070 732 008 RSE Licence L0001939, AFS Licence 530 672, which operates the Fund according to its governing legal document, the Trust Deed, and superannuation laws.
The Trustee Board comprises an equal number of member representative directors, appointed by members of the Fund, and employer representative directors appointed by the employers.
There are four sections of the Fund:
- Accumulation Section – for permanent employees or contractors
- Retained Benefits Section – enables you to leave your benefit invested in the Fund when you leave employment with Goldman Sachs or NAB (subject to certain requirements)
- Pension - if you are an existing Fund member who has retired from employment and you meet the requirements for payment of a cash lump sum benefit under the preservation rules
- Spouse Division –allows your spouse to join the Fund so that super can be provided for them in the Fund
The Fund provides one investment strategy for all members (there is no investment choice among different sections of the Fund). The return objective for this investment strategy is to generate a total net return of at least 4% above inflation over a 10 year rolling period.
Why join the GSJBW Fund?
.