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Transition to Retirement Pension

The Transition to Retirement Pension is designed for semi-retired people or those about to retire who have reached their preservation age and who are looking to:

  • continue working whilst supplementing their income
  • retain control over their financial strategy and invested capital
  • receive a regular income stream from their superannuation monies.

Unit prices at {date}

Investment Options Unit Prices
Performance percentages effective as at 30 June 2020.
Investment Options 6 Months 1 Year 3 Years 5 Years 7 Years

Total Growth of $10,000 since inception to June 2020.

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Transition to Retirement Pension

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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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 

Transition to Retirement Pension

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.

Administration Fees:

$52 per year ($4.33 per month) plus an asset-based administration fee of 0.20% p.a. of your account balance. The asset-based administration fee is capped at $1,500 per year.

Investment Fees and Indirect Costs:

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


Performance-
related costs
% p.a.
Diversified investment options    
Capital Stable Fund 0.15% 0.13% 0.01% 0.03% 0.32%   0.07%
Moderate Fund 0.15% 0.18% 0.02% 0.03% 0.38%   0.07%
Balanced Fund 0.15% 0.22% 0.03% 0.04% 0.44%   0.05%
Growth Fund 0.15% 0.24% 0.03% 0.03% 0.45%   0.03%
Diversified investment options    
Cash Fund 0.00% 0.01% N/A  0.00% 0.01%   0.00%
Fixed Interest Fund 0.06% 0.07% N/A  0.00% 0.13%   0.00%
Australian Equities Fund 0.06% 0.20% N/A  0.01% 0.27%   0.00%
International Equities Fund 0.06% 0.23% N/A 0.01% 0.30%   0.00%
Fixed Term Fund 0.20% 0.00% N/A  0.00% 0.20%   0.00%

 

From 1 April 2020, the fees and costs structure for investment options has changed. The administration fee is no longer deducted from the assets of each investment option and is now a direct charge to your account. In addition, the Investment Fee, is now made up of three components. The table above shows the fees of the new fee structure using the actual fees and costs where applicable for the 2018-19 financial year.