Investments and Superannuation

At TAL, we manage $1.5 billion in funds for over 60,000 Australians.

ARC and IT Super Members

ARC and IT Super Members

Access your account online through the ARC Member Portal

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Manage your existing Investment or Superannuation

Here you’ll find all the tools and resources to help you understand and manage your TAL Investment or Superannuation.

Removal of Grandfathered Commissions

TAL has historically made commission payments to financial advisers who originally recommended the product. By 31 December 2020 we are ceasing these payments in line with legislative changes and will instead pass the value back to policyholders in the form of a fee reduction. We have decided to pass this benefit to all policyholders regardless of whether you had an adviser.

We have also reviewed our investment costs and, in some instances we have been able to pass on additional cost reduction to some investment options as a result of this review.

Frequently Asked Questions

Which products are impacted?

These changes are occurring on investment products with an account balance (such as superannuation and investment policies). These changes do not impact any investment product which was already commission free.

When will this occur?

These changes are being applied progressively between 1 October and 31 December 2020.

Overall, policyholders will benefit from these changes; however, you should seek financial advice that will consider your individual and personal circumstances. No other fees or terms and conditions are changing; all changes are outlined in this notice.

This is being passed back to policyholders mostly via fee reductions or rebates. Some specific policy types may get the benefit via other methods.

 

Need help?

Phone our customer service team on 1300 209 088 Monday to Friday 8am to 7pm (AEST/AEDT).

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2020 © TAL Services Limited a Dai-ichi Life Group Company.

"TAL is one of Australia's leading life insurers" based on Inforce premiums for risk only life insurance policies, NMG Consulting (2018).

The information provided on this website is general advice only and does not take into account your individual needs, objectives or financial situation. You should read the relevant Product Disclosure Statement (PDS) before making a decision to purchase or continue to hold a product. Life insurance issued by TAL Life Limited ABN 70 050 109 450 AFSL 237848.