Key features - investment service

A comprehensive range of investment choice



The Compass superannuation service offers access to a carefully selected range of investment options including:

  • more than 200 managed funds
  • leading companies listed on the ASX 200 and a selection of exchange traded funds (ETFs)
  • term deposits
  • cash.


Direct share service



An online share trading facility is available for advisers on the Compass platform. It offers real time trading and web-based corporate action management.

Advisers will be able to use this new service to place instructions to buy and sell shares directly in the market, take up any corporate actions that may affect their clients’ holdings, view clients’ share holdings and peruse live ASX data.

Advisers can place orders at any time the ASX is open and receive electronic confirmation of their transaction.


Dollar cost averaging



Compass allows members to ‘dollar cost average’ - an investment method that takes advantage of changes in market price over long periods of time. Members can invest a set amount of money on a regular basis, taking the guess work out of when to invest.


Automatic rebalancing



To ensure investments remain aligned with selected investment options, the Compass superannuation serviced offers an automatic rebalancing facility. If selected, this facility ensures that investments are reviewed at established intervals and where assets in an investment option differ from the initial allocation selected for that particular option, the facility will (based on the investor's instructions):

  • sell investments that are over the selected allocation
  • buy investments that are under the selected allocation.


Investor online access



Upon joining Compass, members will be issued with an investor code and password enabling them to easily and conveniently view their superannuation account online. Members will be able to securely access online web pages and reports, providing them with up-to-date information relating to their account balances, investment and insurance details.


Competitive pricing



Members of the Compass superannuation service benefit from efficiencies achieved through advanced technologies and a wide range of investment choices at a competitive fee structure, delivering high value at a minimum cost.


Our Client Services team



All investment service account enquiries can be directed to Compass Client Services – a team of individuals who are dedicated to consistently delivering high quality service standards.

Phone: 1300 540 565
Fax: 02 4224 1901
Email: contactus@compassfunds.com.au