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Aon Master Trust Pension - Essentials

Past 5-year return
11.45%
Admin fee
$87
Calculated Fees on 50k
$602
Access to additional benefits via a range of financial products and services, and the WeCare program.
Pension consolidation account (to help individuals consolidate/add to their super monies before starting a Pension with us), available for recasting as well.
Comprehensive education material, including online super, retirement and insurance calculators.
27 investment options (pre-mixed and sector) including an SRI option.
Binding, Non-binding and reversionary beneficiaries available.
Transition to retirement available.
Aon Master Trust Pension - Essentials came into effect 1 July 2012 and consists of a retirement pension and a transition to retirement pension. A minimum initial investment of $20,000 is required to commence membership.Members are offered a broad selection of over 25 Pre-Mixed and Single Sector investment options. The Balanced Growth - Index option has historically provided strong returns compared with the SuperRatings Index.Fees are lower than the industry average across all assessed account balances and a portfolio rebate applies for balances over $250,000. No fees are charged for switching investments; however, an exit fee applies for withdrawals.Aon Master Trust Pension - Essentials offers reasonable flexibility, with members having the ability to receive payments monthly through to annually. Members with more than one investment option can nominate the proportion of payments to be drawn from each option. Beneficiary options are comprehensive, including both binding and non-binding nominations, as well as reversionary pensions. The fund offers access to online calculators, scaled advice and full financial planning. Additionally, the WeCare program offers members and their families benefits such as legal advice, home assistance, funeral assistance, counselling and grief services.

Fees & fund features

Admin fee
Admin fee
$87
Exit fee
Exit fee
$80
Financial planning service
Financial planning service
Credit cards
Credit cards
Insurance life event increases
Insurance life event increases
Investment fee
Investment fee
0.48%
Account size discount
Account size discount
Health insurance
Health insurance
Binding nominations
Binding nominations
Anti-detriment payments
Anti-detriment payments
Switching fee
Switching fee
$0
Employer size discount
Employer size discount
Home loans
Home loans
Non-lapsing binding nominations
Non-lapsing binding nominations
Long term income protection
Long term income protection
Admin fee
Admin fee
$87
Exit fee
Exit fee
$80
Financial planning service
Financial planning service
Credit cards
Credit cards
Insurance life event increases
Insurance life event increases
Investment fee
Investment fee
0.48%
Account size discount
Account size discount
Health insurance
Health insurance
Binding nominations
Binding nominations
Anti-detriment payments
Anti-detriment payments
Switching fee
Switching fee
$0
Employer size discount
Employer size discount
Home loans
Home loans
Non-lapsing binding nominations
Non-lapsing binding nominations
Long term income protection
Long term income protection
Fund fees vs. Industry average
Fund past-5-year return vs. Industry average
Investment allocation
Investment option performance
+ View additional option performance information
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