NGS Self-Managed Direct Investment Option
The NGS Self-Managed Direct Investment Option (DIO) provides a gateway to direct investments. That means you can invest in ASX-listed companies, exchange traded funds and term deposits within your NGS Super account. It’s a good option to consider if you want access to direct investments without the potential cost and ongoing administration of a traditional self-managed super fund (SMSF).
Benefits of the NGS Self-Managed Direct Investment Option
Low cost and no set-up fees
Hassle-free administration
More access and investment flexibility
Things to consider
Your personal circumstances will affect which investments are best suited to you.
You should consider things like:
- the types of investments you have outside super
- your age and planned retirement date
- your needs and goals
- your desired level of control when managing your super investments.
For more details, visit Managing your super investments or read our Investment guide.
How it works
You can use the NGS Self-Managed DIO in an NGS Accumulation or Income account.1 To get started, you’ll need a balance of at least $7,000. DIO is available through Member Online — you’ll need to move money into the DIO’s cash hub before you can start trading.
There are minimum transaction amounts and restrictions on how much you can invest in the DIO, the amount you leave in your cash hub and how much you'll need to hold in your NGS investment options outside of the DIO.
For full details and instructions, see our Self-Managed guide.
1 The NGS Self-Managed Direct Investment Option is not available in the NGS Transition to retirement (TTR) account.
What investments are available?
The NGS Self-Managed DIO gives you access to investments including:
- shares in ASX-listed companies within the S&P/ASX 300 Index
- a range of exchange traded funds (ETFs)
- term deposits with varying terms to suit your needs.
Our online investment list includes the individual investments available to members using the DIO.
Listed securities within the S&P/ASX 300 Index
Exchange traded funds
Term deposits
How do I set it up?
To set up access to the NGS Self-Managed DIO, log on to Member Online and select the Investment tab. From here, you can edit your current investments and select the amount you want to transfer to the DIO.
For detailed instructions, see our Self-Managed guide.