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Club Plus Pension

Past 5-year return
11.01%
Admin fee
$94
Calculated Fees on 50k
$404
Regular tax effective income in retirement or as you are approaching retirement.
Transition to Retirement.
Low fees and no commissions.
Affordable financial advice through Club Plus Financial Planning.
Easy to use Online Access to your account.
Club Plus Super was set up for Club Industry employees in NSW and the ACT, with membership also open to the general public. Club Plus Pension has achieved a Platinum rating for the past 9 consecutive years. A minimum initial investment of $20,000 is required to commence membership.Club Plus Pension offers members a choice of 5 investment options, as well as a Direct Investment Option providing access to Direct Shares listed on the S&P/ASX 300, a range of Exchange Traded Funds (ETFs) and Term Deposits. The Balanced option has outperformed the SuperRatings Index over the short and long term.Club Plus Pension's fees are higher than the industry average across medium and large account balances assessed. No fees are charged for switching investments; however, an exit fee will be deducted when making a withdrawal or leaving the fund. Club Plus Pension provides good flexibility, with members having the ability to receive payments twice-monthly through to annually. Members can nominate the investment option(s) from which pension payments are to be taken and can commence drawdown of their pension on approach to retirement, via the Transition to Retirement Pension. Members can also select from reversionary pension, binding death nomination and non-binding lump sum death benefits. Club Plus Super provides financial advice through Club Plus Financial Planning, and also offers low cost banking through ME Bank. The secure online facility; MemberAccess, allows members to view and updated account details, as well as perform transactions.

Fees & fund features

Admin fee
Admin fee
$94
Exit fee
Exit fee
$55
Financial planning service
Financial planning service
Credit cards
Credit cards
Insurance life event increases
Insurance life event increases
Investment fee
Investment fee
0.47%
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
$94
Exit fee
Exit fee
$55
Financial planning service
Financial planning service
Credit cards
Credit cards
Insurance life event increases
Insurance life event increases
Investment fee
Investment fee
0.47%
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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