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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 31 July 2018.

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

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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.

Downloads

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.

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%
*These fees are estimates from 10 November for the 2018/19 financial year, adjusted to reflect a 12 month period.

 

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.