Aon Master Trust

Aon Master Trust

A product disclosure statement for the Aon Master Trust has been lodged with the Registrar of Financial Service Providers.

You can download a copy of the current product disclosure statement here, or you can obtain a copy by emailing us.

Why choose Aon Master Trust?

The Aon Master Trust takes the hassle out of superannuation for employers, letting you focus on your core business. Our service is tailored to your needs and helps you protect the benefits you offer your employees.

Our team can make your transition to a master trust straightforward, drawing on our experience of previously transitioning many complex schemes.

By moving your stand-alone superannuation scheme into the Aon Master Trust you can benefit from:

  • reduced cost compared to maintaining a stand-alone superannuation scheme
  • reduced governance and compliance responsibilities 
  • a company scheme which allows employees to continue to contribute to their chosen KiwiSaver scheme or their employer scheme, or both
  • flexible fund design, allowing you to customise investment and insurance needs within the master trust
  • a dedicated account manager to contact and support the scheme

As members of the Aon Master Trust, your employees will be joining a scheme which offers:

  • contribution levels set by you
  • access to their savings when leaving employment
  • the ability to benefit from an employer superannuation scheme together with KiwiSaver
  • the option of transferring their savings to the deferred section on leaving employment
  • access to various investment managers and funds
  • the ability to have insurance through a group insurance arrangement, if you have chosen to include this
  • the option of continuing insurance cover when leaving employment without the need to provide evidence of health

The Aon Master Trust has been around since 1979.

Speak with us today about moving your stand-alone superannuation scheme into the Aon Master Trust. You’ll maintain your employees’ benefits and make your super simple. For more information on the Aon Master Trust, please contact Andrew Fletcher on +64 9 362 9201 or email andrew.fletcher1@aon.com.

Investment returns and fund updates


Aon Master Trust investment returns
2019-12-31 Aon Master Trust investment returns
2019-09-30 Aon Master Trust investment returns
2019-06-30 Aon Master Trust investment returns
2019-03-31 Aon Master Trust investment returns
2018-12-31 Aon Master Trust investment returns

To access historic investment returns please contact us.


Aon Master Trust fund updates
We prepare fund updates to assist members in keeping up to date with their Aon Master Trust investment. These fund updates provide key information including how the funds have performed, and will help members to compare them with other funds.

2019
2018
2017

Responsible investment policy

We recognise the importance of incorporating environmental, social and governance (ESG) issues into the investment process.

You can access the current Aon Master Trust responsible investment policy here.



Documents and forms

This website contains general information only and does not take into account your individual needs or financial situation. It is important to note that limits, excesses, terms and conditions and exclusions apply to the products and services outlined on this website. Please refer to the relevant policy documents for details of cover, the provision of which is subject to the insurer’s underwriting criteria that apply at the time. Please contact us if you have any questions.