Meezan

Islamic Super

You’re in good hands
with Super Simplifier
from WealthO2

Your super’s in
good hands

Giving members the personalisation, transparency and flexibility of an SMSF, but for a fraction of the cost.

Super Simplifier

Meezan WealthO2’s superannuation and pension offering is called “Super Simplifier” and is a sub plan of an APRA regulated fund. We offer something unique, that sits between a super fund and an SMSF, and at a fee comparable to an Industry Super fund

 

Islamic Choice super features

Low Fees.

Salary sacrifice options.

Personal contribution into super fund.

Optional death cover, total permanent disability.

Trauma and income protection.

Nominate a beneficiary.

Experienced investment managers and

portfolio analysts.

Member portal access 24/7.

01
See your account
balance any time
02
View & update
your personal details
03
Keep track of
transactions
04
Keep in touch

Benefits of Islamic choice Super

  • Ethical Focus
  • Investments Made Easy
  • Switching is Easy
  • Experience Professional Team
  • No minimum Investment
  • Low Management Fees
  • Stay informed on demand
  • Ease of Consolidation and Contribution

Where is your Super today?

Regular
Super
Investing

Swine

Tobacco

Gambling

Media

Interest

Alcohol

Banks

Armaments

On Average 23% of your super is invested in Riba/Interest

Islamic
Super
Investing

Utilities

Telecommunication

Manufacturing

Technology

Natural Resources

Halal Cash

Healthcare

Infrastructure

We only invest in large, listed assets. We will not invest in private projects , (too small, too risky and unregulated)

How is the Super Halal?

Your money will only be allocated to investments that have been screened by Ideal Ratings (as per AAOIFI Shari’ah standards) as being Shariah-compliant and certified by ISRA as being Sharia-compliant investments. This means investments that are governed by the requirements of Shariah law and the principles of Islam.

Ideal Ratings will filter out any shares and ETF’s that are not shariah-compliant from the investment universe that we use to build direct share portfolios. The assets included in the final recommendation is then certified as Shariah-Compliant by ISRA (Islamic Science & Research Academy) who also reviews the final investments.

Due to your requirement for a Sharia compliant portfolio, we cannot allocate to traditional defensive asset classes such as fixed interest and cash over a certain amount. Therefore, we replaced these asset classes by allocating part of your money to Gold, alternatives, other commodities, REITS and in some cases by having a higher allocation to shares that you would normally have in your portfolio.

Fees

Establishment fee Nil
Contribution fee Nil
Withdrawal fee Nil
Exit fee Nil
MDA Management fee 0.715%
Admin fee (Super) 0.38%
Admin fee (non-Super) 0.165%
Expense recovery estimate 0.03% p.a.

Performance:

Performance will be updated Quarterly as it is generated.

3 months 1 year 2 Years Since Inception (p.a.%)
Islamic Ethical Balanced Portfolio 3.19 7.18 6.29 6.42
Islamic Ethical Growth Portfolio 4.72 9.20 7.04 7.32

WealthO2‘s Super Simplifier is a superannuation and pension offering issued by Diversa Trustees Limited as the Trustee of the DIY Master Plan (Division) July 3, 2017 •

RSE Registration No R1070743 ABN 46 074 281 314.

Talk to us

Join thousands of members that choose
the ethical super investments

Book now

Why Choose
Meezan Wealth

Served 5,000+ Muslim clients with 13-year Industry experience

Offering Sharia’h complaint financial products

Fastest Finance Processing &
No Waiting Period

One-Stop-Shop in
Islamic Financial services

Superior client service

In house Financial Adviser & Investment Portfolio
Manager

Highly Qualified

Bachelor in Business

(Accounting and Finance)

Diploma in Financial Services

(RG146)

Advanced diploma in Financial Planning

Diploma of Finance and Mortgage Management

Certificate IV in

Finance and mortgage broking

Certification in

Self-Managed super fund Investments and Structures

Certificate in

Listed products adviser (ASX) and listed securities

Cert Iv in

Real estate Agent and Sales Person

What Our Clients Say

“We would like to express our thanks for the work you have done for us over the past years. The expertise and attention to detail with which you have handled our financial affairs could not be faulted. Particularly reassuring to us is our feeling of certainty in the absolute integrity of your dealings with us. Your continual advice on financial planning issues has saved us significant amounts of money. May you prosper, along with your clients.”

Dr Mutasim Sadiq

“We were very impressed with the support and updates provided by Irshad during our loan process. This process can be frustrating at the best of times and Irshad always made sure we were informed on the application progress. Thanks again for all your help.”

Rashed Mohammed Abu
IT Business owner

“I can’ t see how I could have organised this finance myself, given the difficulties with communication with the sellers and the solicitor, so we really thank you for all the chasing up you did for us.”

Dr Tabassum Hamid

“Meezan finance provided us an outstanding service throughout the whole application process. The staffs were very responsive to our needs, answered our telephone calls and emails promptly, followed up with sellers, solicitors and arranged property settlement for us. We are happy that through Meezan Finance we have achieved the best Islamic loan for our family’s needs. We have no hesitation in recommending Meezan wealth to anyone.”

Usman Saleem
Senior Technical Manager (IBM)

“Passion, knowledge and a genuine interest in achieving the best for clients is what makes a truly professional Financial Adviser. Rokibul always had this and more. His dedication to clients, business excellence and education sets him apart and I would highly recommend him to anyone wanting to achieve
better financial outcomes.”

Sameer Syed
IT Developer (Inenco Group)

“I am absolutely delighted with your service. It is really
refreshing to work with a financial adviser who is truly interested in their client’s needs, circumstances and
preferences. What really impressed me was the way you took the time to get a feeling for where I was at, your depth of
knowledge, lateral thinking and your common-sense approach. Your professional, ethical and caring demeanour elicits my
trust and respect and I gladly recommend your services whenever possible.”

Amer Islam
IT Consultant


Get in Touch

Our qualified team are ready to assist you with your questions.

Talk to Us

1300 141 145

Bankstown:

Suite-104, 8 French Avenue, Bankstown, NSW 2200

Parramatta
(Appt only):

Deloitte Building, Level 15, 60 Station Street E, Parramatta 2150