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Flexible Income Plan

The Flexible Income Plan was developed to enable you to manage your money in retirement and receive regular pension payments in a tax efficient manner. You can change the amount and frequency of your pension payments, subject to applicable government regulations, in order to suit your personal requirements. 

Unit prices at {date}

Investment Options Unit Prices

Performance percentages effective as at 31 August 2019.

Investment Options 6 Months 1 Year 3 Years 5 Years 7 Years

Total Growth of $10,000 since inception to August 2019.

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Flexible Income Plan

Deciding which investment product is right for you and your individual situation can be difficult, time consuming and may not always achieve the appropriate results. Your financial planner can work with you to tailor an investment strategy using the most suitable investment products to help you achieve your lifestyle and financial goals.

To find out more simply call your member service team on 1800 620 305.

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Flexible Income Plan

 

Your Fund Update

Deciding which investment product is right for you and your individual situation can be difficult, time consuming and may not always achieve the appropriate results. Your financial planner can work with you to tailor an investment strategy using the most suitable investment products to help you achieve your lifestyle and financial goals.

To find out more simply call your member service team on 1800 620 305.

Downloads 

Flexible Income Plan

Deciding which investment product is right for you and your individual situation can be difficult, time consuming and may not always achieve the appropriate results. Your StatePlus financial planner will work with you to tailor an investment strategy using the most suitable investment products to help you achieve your lifestyle and financial goals.

To find out more simply call your member service team on 1800 620 305.

Investment option Investment Fee
%
Administration Fee
%
Indirect cost ratio
% p.a.
Total investment and admin fees and indirect costs
% p.a.
  Borrowing Cost
% p.a.
Management fees

Performance related fees
% p.a.

Admin Fee
% p.a.

Gov costs & levies
% p.a.
Diversified investment options    
Capital Stable Fund 0.37 0.02 0.20 0.01 0.09 0.69   0.08
Moderate Fund 0.41 0.03 0.20 0.01 0.11 0.76   0.08
Balanced Fund 0.50 0.04 0.20 0.01 0.13 0.88   0.06
Growth Fund 0.57 0.04 0.20 0.01 0.12 0.94   0.04
Single asset class investment options    
Cash Fund 0.19 N/A 0.20 0.01 0.01 0.41   0.00
Fixed Interest Fund 0.30 N/A 0.20 0.01 0.01 0.52   0.00
Australian Equities Fund 0.57 N/A 0.20 0.01 0.04 0.82   0.00
International Equities Fund 0.57 N/A 0.20 0.01 0.06 0.84   0.00
Fixed Term Fund 0.30 N/A 0.20 0.03 0.00 0.53   0.00

The above fees and costs are the actual fees and costs applicable in the 2018-19 financial year. For further details on these fees and costs please refer to the Flexible Income Plan PDS by clicking on the PDS tab above.