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Australian Retirement Trust
Australian Retirement Trust
Balanced Index
Annual cost at $50k
$177
Annual cost at $100k
$297
Annual cost at $250k
$657
| Admin fee (fixed) | $57.20 p.a. |
| Admin fee (% of balance) | 0.10% · on first $500000 |
| Admin costs met from reserves | 0.05% |
| Investment fees and costs | 0.08% |
| Transaction costs | 0.01% |
| Growth assets | 75% |
| 1 / 5 / 10-year return | 10.33% · 7.14% · 8.02% |
| Returns as at | 2026-06-30 |
Sources
- https://cdne.australianretirementtrust.com.au/media/project/art/publicweb/pdfs/pds/super-savings-guide.pdf
- https://cdne.australianretirementtrust.com.au/media/project/art/publicweb/pdfs/investments/quarterly-investment-report.pdf
Checked 2026-10-16. $1.10/week; 0.10% on first $500k; growth % = 32% Aus + 43% intl shares SAA from fund option page (search extract)