Unit prices are determined each business day
If you want to switch your investment option(s), you need to remember that the unit price applied to a switch will represent the market value of an investment option calculated after the switch is received.
A switch received before 5pm on a business day will be processed using unit prices available on the third business day following the date of receipt.
You can complete switches online through our online member portal.
Important changes from 1 July 2017
From 1 July 2017, the tax exempt status of investment income in the Transition to Retirement (TTR) phase or Early Access to Super (EATS) was removed. This means that investment earnings on TTR/EATS pensions are taxed at up to 15%. This applies irrespective of when the transition to retirement income stream commenced.
As a result of the above change, Super SA has two sets of unit prices, from 1 July 2017:
- Income Stream unit prices for investors who are in the retirement phase.
- Transition to Retirement (TTR) unit price for investors who are in the TTR phase as part of a TTR or EATS arrangement.