FREEDOM…

from December 2022, Super SA Triple S members, as well as new SA Government employees, have the option to choose a superannuation fund for their employer contributions that suits their personal needs.

Click the table to view our latest quarterly managed portfolio reports.
*Historical performance is not a reliable indicator of future performance.*

Oakleigh…

is an investment management and financial advice business based in South Australia.

Oakleigh provides a transparent, fully managed investment solutions and access to optional financial advice to help manage the tax advantages available for South Australian Public Sector employees.

for Further information…

Name

First Name

Last Name

Phone

(###)

###

####

I would like more information on;

how to transfer my super/pension out of SuperSA while still employed

help managing my super/pension outside SuperSA

what income tax benefits could be available to me utilising my lifetime untaxed plan cap

investing my super/pension in an Oakleigh Managed Portfolio

“The Oakleigh Multi Asset Growth Portfolio has outperformed the SuperSA Triple S (Balanced) portfolio over 1 Year, 2 Year and since its Inception (to 30/11/22).”

— Oakleigh Investment Management, Source; Iress Portfolio System

Expert Advice Available

Maximise & optimise your unique and attractive access to income tax deduction or other tax benefits only available to South Australian public sector employees (including maximising your lifetime untaxed plan cap).

Oakleigh Managed Portfolio Benefits

via Macquarie Super & Pension PLAtforms

Agility - Oakleigh Managed Account's provide your own portfolio the advantages of dynamic asset allocation, allowing the investment manager to take advantage of emerging opportunities and manage risk for your investment portfolio.
Portfolio Transparency - You can view all of the underlying securities in your portfolio (which you can’t do in any SuperSA portfolio).
Low transaction costs - currently $5.50 per transaction within the Managed Portfolio.
Choice - ability to invest in direct shares and/or choose from an extensive range of investment options.
Tax efficiency - Your tax position is unaffected by others.
Convenience - the investment manager manages your investment portfolio and rebalance without additional paperwork.
Administrative ease - comprehensive & audited tax reporting.

* Oakleigh Multi Asset Growth Performance returns are net of indirect investment management fees but before 0.40% Investment Management Fee and include distributions and tax credits. Returns are sourced from Iress Portfolio Systems to 30/11/2022.

** Based on $750,000 superannuation / pension account balance in Macquarie Super and Pension Manager II. Oakleigh Multi Asset Growth excludes Reduced Input Tax Credit available to most accounts (up to 75% of GST rebated). Cost Comparisons are sourced from data provided by Iress Portfolio Systems.