Product and service enhancements

Drill down for investment details

You can now drill down from the investment profiles on our website to get more information on the underlying investments.

Here’s an example. Click here then click on a hyperlinked fund in the table – it will take you to details of that fund on the manager’s website.

Most of the Russell and all of the SSgA links are done and we hope to complete the few outstanding links in the next week or so.

Insurance transfer: special offer extended to 31 March 2009

The option for existing members to transfer insurance cover from another super fund or retail policy into the Aon Master Trust – no health evidence required – has been extended to 31 March 2009. Here’s a summary of the offer.

This option is usually available only to members who have just joined us. However, we are making this option to all our members in Corporate Super and Personal Super, but only until 31 March 2009.

Provided the member meets eligibility and other conditions*, all they need to do is complete a transfer form and send it to us at:

Aon Master Trust
PO Box 1949
Wollongong NSW 2500

so it reaches us by 20 March 2009 (this gives us time to forward it to the insurer by the deadline).

* Conditions are noted on the form. The main ones are:

• the member is under age 60
• the member’s corporate plan is insured by AIG Life
• the former insurer applied no more than two exclusions to the member’s cover and no more than 100% premium loading
• the member cancels their former cover
• the member accepts the terms and conditions for their new cover in the Aon Master Trust
• AIG Life accepts the transfer application.

Systems and processes

Emailing, faxing or writing to us?

The move to Pillar (our new administration services provider) means we have a new general email address, a new postal address and a new fax number.

Re-directions will be in place until 31 January 2009 so any enquiries to the ‘old’ details during the re-direction period will still get where they need to go.

Are your clients making EFT payments?

We’ve got a new bank account too.

We have written to clients who make contributions by electronic funds transfer (EFT) giving them our new banking details and the correct reference to include on their EFT payments. If they have not received that letter, they should contact us as soon as possible.

Our ‘old’ account (with Macquarie Bank) will continue to accept EFT payments for a limited time. Those payments will be transferred (at no cost to the client) to our new bank account. If a client does make an EFT payment to the ‘old’ account, Pillar will contact them to remind them of the new banking details.

Direct debit and cheque payments

Direct debit agreements will transfer automatically to our new bank ­– if a client has a direct debit agreement in place, there is nothing they need to do.

Any cheque payments should be made payable to ‘Aon Master Trust’ and sent to our new postal address (see above).

Christmas and New Year

Enquiries

Except for the public holidays, it’s business as usual.

Transactions

If you want a transaction to be processed by the end of December, please ensure that we receive the request and all required information by 19 December to allow for processing time.

For feedback, questions or more information…

Disclaimer

The information in this document is general in nature. Your personal objectives, needs or general situations were not taken into account when preparing this information. You should consider the appropriateness of any general advice before acting on it, having regard to your own objectives, financial situation and needs. If the information relates to a financial product, you should obtain and consider the relevant Product Disclosure Statement before making any decision to purchase that financial product.

Depending on the terms of the particular plan, the Trustee may receive remuneration in respect of the superannuation interests that it issues. For providing personal advice that results in the issue of an interest in the Aon Master Trust, Aon Consulting Pty Limited may receive remuneration from the Trustee. Employees and directors of Aon Consulting Pty Limited are remunerated by way of salary, but may receive bonuses based on the quality and amount of services provided.

This document has been prepared by Aon Consulting Pty Limited (ABN 48 002 288 646, AFSL 236667) a related body corporate of the trustee of the Aon Master Trust (ABN 68 964 712 340), Aon Superannuation Pty Limited (ABN 83 057 982 822, AFSL 237465). This is a relationship that might reasonably be expected to be capable of influencing Aon Consulting Pty Limited when the company provides financial advice to clients in respect of the Aon Master Trust.

© 2008 This work is copyright. Apart from any use permitted under the Copyright Act 1968, no part may be reproduced by any process nor may any other exclusive right be exercised without the permission of Aon Consulting Pty Limited.