Adviser Tools

Download one or more of these handy tools.

• InvestRight
• Fund Selection Tool
• Preservation Member Investment Summary
• Initial Fee Calculator: provides an indication of initial costs of discretionary investments.
• Discretionary Investment Summary: Summary of discretionary investments suggested and their related fees and charges.
• OMUT Living Annuity (OMUTLA) Illustrator – Illustrates expected return over time based on an annuity drawdown and expected growth rates of remaining investment in OMUTLA.
• OMUT Retirement Annuity Fund (OMUTRAF) Member Investment Summary: Summarises expected growth over time of an investment in the OMUTRAF.