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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 2019.
Investment Options 6 Months 1 Year 3 Years 5 Years 7 Years

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

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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
%
Administration Fee
%
Indirect cost ratio (estimated)
% p.a.
Total investment and admin fees and indirect costs
% p.a.
  Borrowing Cost
% p.a.
Management fees
% p.a.

Performance related fees
(estimated)
% p.a.

Admin Fee
% p.a.

Gov costs & levies
(estimated)
% p.a.
Diversified investment options    
Capital Stable Fund 0.37 0.00 0.20 0.01 0.11 0.69   0.07
Moderate Fund 0.41 0.03 0.20 0.01 0.02 0.67   0.01
Balanced Fund 0.50 0.04 0.20 0.01 0.20 0.95   0.04
Growth Fund 0.57 0.00 0.20 0.01 0.01 0.79   0.00
Single asset class investment options    
Cash Fund 0.19 N/A 0.20 0.01 0.00 0.40   0.00
Fixed Interest Fund 0.30 N/A 0.20 0.01 0.00 0.51   0.00
Australian Equities Fund 0.57 N/A 0.20 0.01 0.09 0.87   0.00
International Equities Fund 0.57 N/A 0.20 0.01 0.00 0.78   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 estimated fees and costs applicable in the 2018-19 financial year. For further details on these fees and costs please refer to the Transition to Retirement Pension PDS by clicking on the PDS tab above.

If you seek comprehensive advice about your Transition to Retirement Pension, the fee for this advice will depend on the complexity of the advice and may be deducted from your account when the advice is received, or you may need to pay for the advice directly.

You will be informed of the fee before you proceed. If you are issued with an advice document, it will contain details of the fees.

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. A StatePlus 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 us 1800 620 305.