RateCity.com.au
Advertisement

Tasplan Pension

Past 5-year return
11.04%
Admin fee
$78
Calculated Fees on 50k
$558
Tasmania's largest industry fund managed by Tasmanians in Tasmania
Competitive fee structure
Discounts on health insurance premiums through St.Lukes Health
Full time local representatives available to support businesses and members
Simple option to transfer from Tasplan to Tasplan Pension
Free financial planning advice on superannuation issues on a Tasplan account
Either Account Based or Transition to retirement pensions offered
Established in 1987, Tasplan Super is a public offer industry fund. Tasplan Super merged with Quadrant Super in November 2015 and the RBF Accumulation Scheme in April 2017 to create a single Tasmanian superannuation fund. Tasplan Pension was introduced in 2007. The fund was a finalist for the 2018 Rising Star award, in recognition of consistent improvements to its product offerings which have significantly enhanced value for its members.Tasplan Pension offers 10 Diversified and Single Sector investment strategies. The Balanced option underperformed the SuperRatings Index over the year to 30 June 2017, however, longer term returns remain competitive, with top quartile overall performance achieved across its core investment options.Fees for the Balanced option are lower than the industry average across all assessed account balances, with the percentage based administration fee capped at $1,500 p.a. Exit fees do apply.A reasonable level of pension flexibility is provided, with a choice of multiple payment frequencies, ranging from fortnightly to annually. Members can also nominate a fixed percentage drawdown order for pension payments or pro-rata across investments.Members can access fee for service financial planning through Quadrant First in Tasmania and Link Advice in other states, as well as free health and well-being seminars. Tasplan's website contains fact sheets, calculators and educational material to assist members to plan and track their retirement goals.

Fees & fund features

Admin fee
Admin fee
$78
Exit fee
Exit fee
$60
Financial planning service
Financial planning service
Credit cards
Credit cards
Insurance life event increases
Insurance life event increases
Investment fee
Investment fee
0.51%
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
$78
Exit fee
Exit fee
$60
Financial planning service
Financial planning service
Credit cards
Credit cards
Insurance life event increases
Insurance life event increases
Investment fee
Investment fee
0.51%
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
Compare your product with the big 4 banks, or add more products to compare