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YellowBrickRoad Pension

Past 5-year return
New fund
Admin fee
$0
Calculated Fees on 50k
$450
Low fees, simple fee structure
Simple core investment options
Simple online application form
Easy to use online member portal
Comprehensive financial advice available
Responsive member servicing (eg: follow up of rollovers)
YellowBrickRoad Pension, originally known as RetireRight Pension, was established in April 2013 by MAP Funds Management Ltd. It offers a low cost retirement solution with flexible investment choices to suit members’ needs.Members are provided with 6 pooled investment strategies and a Super Wrap investment option, which offers access to Managed Funds, Managed Account Portfolios and Term Deposits. The 50/50 Option has underperformed the SR25 Conservative Balanced Index over the last three years. Long-term returns are currently not available. Fees associated with this product are lower than the industry average across all account balances assessed. A minimum administration fee of $75 pa applies to account balances under $18,750. No switching fees are charged, although transactional costs may be incurred when changing investment options. However, exit fees apply for full withdrawals. An ongoing advice fee may also be applicable and can be negotiated with the financial adviser. A reasonable level of pension flexibility is provided, including a choice of 4 payment frequencies ranging from monthly to annually. Members can also nominate a specific pension drawdown order or pro-rata across investments. A minimum initial investment of $20,000 is required to commence a YellowBrickRoad Pension, and a Transition to Retirement Pension is also available.Members have access to a quick and easy application process and can track their account information via the Pension online portal. A comprehensive financial advice service is also available via the YellowBrickRoad financial adviser network.

Fees & fund features-0

Admin fee
Admin fee
$0
Exit fee
Exit fee
$75
Financial planning service
Financial planning service
Credit cards
Credit cards
Insurance life event increases
Insurance life event increases
Investment fee
Investment fee
0.45%
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
$0
Exit fee
Exit fee
$75
Financial planning service
Financial planning service
Credit cards
Credit cards
Insurance life event increases
Insurance life event increases
Investment fee
Investment fee
0.45%
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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