Investments
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This part of the site explains how you can invest your super through the Deseret Benefit Plan for Australia.

You have four investment options to choose from. Each option has a different investment strategy and different investment objectives.

You can choose to invest all of your Voluntary Savings accounts in one of the options, or you can choose a mix of the different options. If you don't make a choice, your super will be invested in the Market Linked option.

The table below gives you an overview of your investment choices.

Investment Return ObjectiveInvestment strategyVolatility level
High Growth A return (after tax and investment fees) that is at least 2.0% p.a. more than movements in the UBS Bank Bill Index over rolling nine-year periods To invest about 80% in growth assets, 10% in income assets and 10% in diversifying assets. High
Market Linked A return (after tax and investment fees) that is at least 1.5% p.a. more than movements in the UBS Bank Bill Index over rolling seven-year periods To invest about 60% in growth assets, 20% in income assets and 20% in diversifying assets. Medium to high
Enhanced Yield To achieve a return (after tax and investment fees) that is at least that of the UBS Bank Bill Index over rolling three-year periods To invest about 100% in income assets. Low to medium
Cash To achieve a positive rate of return over all periods To invest 100% in cash. Very Low

For more information on the investment options in the Plan please download the Annual Report below:

the latest Annual Report

For further information on investments, please refer to: