An industry super fund for all Australians
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An allocated pension is a great way to handle your finances in your retirement. Australian Catholic Superannuation allocated pensions offer you:
Australian Catholic Superannuation offers an allocated pension for those who are fully retired (or have reached 65 years of age).
We also offer a transition to retirement (non-commutable) pension for people who wish to receive pension payments from their super benefits without having to retire from the workforce.
Both of our pension products will provide you with the following benefits:
At Australian Catholic Superannuation, we charge you only what it costs to manage your fund. We do not pay dividends to shareholders or commissions to advisers.
When you join us, the following fees and costs will apply to your account:
These costs cover the fees we pay to investment managers, consultants and the custodian. They include an estimated amount for performance based fees that will only be paid if investment managers outperform their targets.
These costs are not deducted from your account, but are deducted from the earnings of each investment option before investment returns are published.
The table below shows the estimated investment costs for each of our 11 investment options.
We normally apply a buy-sell spread to unit prices to cover the cost of buying and selling assets e.g. if you change your investment mix.
Estimated buy-sell spreads are shown in the table below.
Anyone who is 55 years old or more, or who is permanently incapacitated, and has a superannuation account can take out an Australian Catholic Superannuation allocated pension.
If you’re thinking about transitioning to retirement, view the slide show below to learn more about how you could possibly save thousands of tax dollars, even as you continue working.
Allocated Pension Plan Product Disclosure Statement(PDF 2.1MB)
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