About the Fund
Storm Financial Personal Superannuation (Storm Super) is provided through the Challenger Master Super Fund (the Fund). The Fund is a complying superannuation fund that enables you to save for your retirement in a tax effective environment. The Fund is designed to accept personal lump sum or regular contributions, employer contributions, spouse contributions, Government co-contributions, transfers and the rollover of existing superannuation benefits.
Changes to the Fund's investment options
On 18 November 2008 the Trustee was notified that the underlying managed investment schemes of the Conservative and Balanced investment options were being terminated. Accordingly, the Trustee decided to close the Conservative and Balanced investment options effective 18 November 2008.
About Storm Financial
Storm Financial Limited (Storm) is one of the nation's largest and fastest growing financial planning firms with over $6 billion of funds under advice.
Storm was established in 1993 by Executive Chairman and joint CEO Emmanuel Cassimatis and Managing Director and Joint CEO Julie Cassimatis to help Australians achieve their financial goals. The company now employs over 170 staff in 14 offices across Qld, NSW and Victoria.
Unlike many traditional financial planning firms, Storm applies a holistic approach to financial planning, incorporating personal goals with financial goals to help clients achieve their desired lifestyle both now and in the future. This approach, along with a commitment to providing quality financial research, education and advice, has created a loyal client base and considerable, sustained success.
Storm has partnered with Challenger to offer you a range of quality investment options in both superannuation and investment funds. This partnership aims to ensure that you are provided with the highest calibre of financial advice, investment solutions and customer service.
About the Challenger Group
Listed on the Australian Stock Exchange, the Challenger Group is an established player in Australian financial services. We are dedicated to providing smarter solutions to financial intermediaries and their clients, offering a broad spectrum of financial products and services.
We are one of Australia's largest non-bank mortgage lenders, funding commercial loans as well as a range of residential mortgage products offered by a network of preferred lenders under their own brands.
Through our annuity products, Challenger has built a strong reputation in the retirement market.
This reputation also extends to the other investment products and wealth management services that we offer. As new opportunities arise, we will continue to expand our range of listed and unlisted products for both institutional and retail clients.
We are highly regarded as a quality investment manager in our own right. And we also act as a gateway to other expert investment managers. This means that we can offer a range of funds to help meet your investment needs, across not only a variety of asset classes, but also across different investment styles.
Our commitment to quality ensures we provide our clients with outstanding access to top level solutions, an ethos that is also carried into our range of financial planning services. Challenger is always striving to challenge the status quo and deliver a smarter way forward.
To find out more about how Challenger can help you, talk to your financial planner or call Challenger's Investor Services team on 13 35 66.
Interests in Storm Financial Personal Superannuation are offered by Challenger Managed Investments Limited ABN 94 002 835 592. AFSL 234668. RSE Lic. L0002967. When you invest in this product you become a member of the Challenger Master Super Fund RSE Reg. R1071238.
The offer or invitation to subscribe in interests in the product is only available to persons receiving the PDS in Australia and is subject to terms and conditions described in the PDS. Neither product issuer, any Custodian, nor any entity or person associated with the Challenger Financial Services Group of companies guarantees repayment of your capital or the performance of your investment.
The information contained above has been prepared without taking account of any person's objectives, financial situation or needs. Because of that, each person should, before acting on any such information, consider the appropriateness of the information, having regard to their objectives, financial situation and needs. Each person should obtain a current PDS relating to the product and consider that document before making any decision about the product.
If you acquire or hold one of our products, we will receive fees and other benefits which are generally disclosed in the PDS or other disclosure document for the product. We and our employees do not receive any specific remuneration for any advice provided to you. However, financial advisers (including any Challenger group companies) may receive fees or commissions if they provide advice to you or arrange for you to invest with us. Some or all of Challenger group companies and directors of those companies may benefit from fees, commissions and other benefits received by another group company.
