Unified Managed Account (UMA) Super

Simple. Accurate. Unique.

Ord Minnett's Unified Managed Account (UMA) Super is an ideal way to access all the tax benefits of superannuation without the need to assume onerous trustee responsibilities yourself. Through our market-leading platform you can access a wide range of investment options, as well as insurance, in one secure online account.

 

UMA Super provides you and your Ords Adviser with limitless control, choice, flexibility and service. It provides you with two options:

 

Personal super plan

A flexible and tax-effective superannuation plan providing you with access to a wide range of investment options.

 

Account-based and transition to retirement pension plan

A pension plan that allows you to turn your superannuation savings into a flexible income stream in retirement.

Investment Options

UMA Super offers you a single point of access to more than 500 ASX-listed securities, exchange-traded funds (ETFs), wholesale managed funds and a selection of model portfolios offered by some of the best fund managers from Australia and the world. Additionally, you can also choose from a panel of term deposit providers.

 

This wide choice of investment options means you can diversify your portfolio across different asset classes, investment styles and fund managers. You also have the flexibility to easily switch your investments should your requirements change.

Simpler Administration

You and your Ords Adviser can develop a portfolio customised to suit your individual needs. UMA Super also consolidates your investment and insurance information, and provides you with a tailored set of reports to help you keep track of your superannuation portfolio money.

 

A complete mail-box service is provided, so you don’t need to worry about collating paper work while investing.

 

In addition to extensive reporting, UMA Super enables your Adviser to easily trade on your behalf and purchase insurance where required.

24/7 Online Access

You can access your account 24/7 online by logging into the secure Ord Minnett site or, if you prefer, you can access your account information via our innovative UMA App for iPhone and iPad.

Insurance Options

You have access to the following insurance options to ensure you always have the cover you need.

 

  • Life insurance
  • Total and permanent disability (TPD)
  • Income-protection insurance

Contact an Ords Adviser today to discover the simplicity, choice and comprehensive reporting provided by UMA Super. 

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