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 |
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Investment Options | 6 Months | 1 Year | 3 Years | 5 Years | 7 Years |
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Downloads
Transition to Retirement Pension
- Product Disclosure Statement
- Additional Information Booklet
- Investment and Fee Booklet
- Fixed Fund Investment Booklet
To find out more simply call your member service team on 1800 620 305.
Downloads
- Annual Report 2018 (Abridged Version)
- Annual Report 2018
- Annual Report 2017 (Abridged Version)
- Annual Report 2017
- Annual Report 2016 (Abridged Version)
- Annual Report 2016
- Annual Report 2015 (Abridged Version)
- Annual Report 2015
Your Fund Update
- Your Fund Update Jun 2017
- Your Fund Update Dec 2016
- Your Fund Update Jun 2016
- Your Fund Update Dec 2015
- Your Fund Update Jun 2015
- Your Fund Update Dec 2014
- Your Fund Update Jun 2014
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.
Transition to Retirement Pension
Investment option | Investment Fee % |
Indirect cost ratio* (estimated) % |
Total estimated investment fees and indirect costs* % |
Borrowing Cost* % |
|||
Management fees % p.a. |
Performance related fees* (estimated) % |
Government costs & levies* (estimated) % |
|||||
Cash Fund | 0.39% | N/A | 0.01% | 0.00% | 0.40% | 0.00% | |
Fixed Interest Fund | 0.50% | N/A | 0.01% | 0.05% | 0.56% | 0.00% | |
Capital Stable Fund | 0.57% | 0.06% | 0.01% | 0.09% | 0.73% | 0.03% | |
Moderate Fund | 0.61% | 0.06% | 0.01% | 0.12% | 0.80% | 0.03% | |
Balanced Fund | 0.70% | 0.05% | 0.01% | 0.15% | 0.91% | 0.01% | |
Growth Fund | 0.77% | 0.04% | 0.01% | 0.16% | 0.98% | 0.01% | |
Australian Equities Fund | 0.77% | N/A | 0.01% | 0.16% | 0.94% | 0.00% | |
International Equities Fund | 0.77% | N/A | 0.01% | 0.07% | 0.85% | 0.00% | |
Fixed Term Fund | 0.50% | N/A | 0.03% | 0.00% | 0.53% | 0.00% |
The above fees are an estimate of the fees and costs that may affect your investment. For further details on these fees and costs please refer to the Tailored Super Plan, Flexible Income Plan and Transition to Retirement Pension Investment and Fee Booklet by clicking on the PDS tab above. In addition to the above fees an advice fee is payable when you enter into an advice relationship with us. Your Statement of Advice will provide you with information about our advice services and how advice fees are charged.
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.