SUPERANNUATION

Managing your superannuation

Superannuation is one of the most important investments you will make; the time you take to plan your superannuation strategy now will influence the lifestyle you will enjoy in retirement. At Citibank, we believe that superannuation should be treated as part of your overall wealth management strategy, and our experienced and knowledgeable Wealth Specialists can recommend a portfolio that will help you achieve the retirement income you need.

RISK PROFILE

Wide range

MINIMUM INVESTMENT

$50,000

RETURN PROFILE

Income, capital or both

Our approach

Superannuation should be treated as part of your overall wealth management strategy, and not managed in isolation. We can help you define and reach your financial goals, looking holistically at your finances and identifying efficient techniques to structure your savings, loans, investments and superannuation.

As part of our financial advice service, our Wealth Specialists will first seek to get to know you, understanding both your financial goals and constraints, before recommending the approach and investment portfolio suited to your needs. We are here to help you meet the challenge of creating and managing your finances on an ongoing basis, and also offer an ongoing review service that helps you keep your superannuation and general portfolio on track.

Potential risks

Superannuation is a tax-effective vehicle in which you can hold a range of investments; the risks your superannuation investment is exposed to will depend on the underlying investments you hold.

When investing your superannuation through Citibank, your Wealth Specialist will be able to advise you on the potential risks involved in the investments they recommend for you.

How to invest

You can visit us in-branch, or arrange for us to call you by enquiring through our How to Invest page.

Useful links

Managed funds at Citibank.

Important information:

Any advice is general advice only. It was prepared without taking into account your objectives, financial situation, or needs. Before acting on this advice you should consider if it's appropriate for your particular circumstances. You should also obtain and consider the relevant Product Disclosure Statement and terms and conditions before you make a decision about any financial product, and consider if it’s suitable for your objectives, financial situation, or needs. Investors are advised to obtain independent legal, financial, and taxation advice prior to investing.

Investments are not deposits or other obligations of, guaranteed, or insured by Citibank N.A., Citigroup Inc., or any of their affiliates or subsidiaries, or by any local government or insurance agency, and are subject to investment risk, including the possible loss of the principal amount invested. Investors investing in funds denominated in non-local currency should be aware of the risk of exchange rate fluctuations that may cause a loss of principal. Past performance is not an indicator of future performance. All investments are subject to risks and can change in value. Superannuation is subject to legislative changes which may affect your super. Investment products are not available to US people and may not be available in all jurisdictions.