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Services Provided
Lump sum based retirement funding
Term Life cover, Permanent Disability cover and Trauma cover
Income Continuance cover
Partnership, shareholder and key personnel protection
Mortgage finance
Office insurance plans
Home insurance plans

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Flexibility
No age limits or medical examinations required for joining the retirement fund.
A retirement age is nominated by the member on joining the fund.
Entitlement in whole or part may be withdrawn on:
- Reaching Retirement Age
- Resignation
- Ill Health or Disablement (at Trustee's discretion)
- Death
Entitlement is received as a tax free lump sum or annuity as required.
Administration costs are met from the fund, NOT from your entitlement








Returns paid tax free to investors
Flexible entry and exit criteria
No corporate overheads to dilute returns
No front-end loading or other ongoing fees
Optional life, disability, income continuance and general insurance available


Members

Members are currently drawn from Architecture, Engineering, Surveying, Valuing and allied professions, including employees and their families.

Eligibility
Member of :
NZ Institute of Architects (NZIA)
Institution of Professional Engineers (IPENZ)
NZ Institute of Surveyors (NZIS)
NZ Property Institute
or allied professions, and to their employees(all of whom are qualifying members) together with their respective families.

Want more information?

The Fund Administrator
Aon New Zealand Limited
Level 8, BP House
cnr Customhouse Quay & Waring Taylor Street
PO Box 2517, Wellington.

Phone: (04) 819 4000
Fax:    (04) 819 4106.
Email:  psbg@aon.co.nz

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