RateCity.com.au
Advertisement

Vision Super - Allocated Pension (Public Offer)

Past 5-year return
11.13%
Admin fee
$0
Calculated Fees on 50k
$545
A genuine members first philosophy aimed at maintaining a lifelong relationship with members.
A flexible, tax-effective income stream in retirement.
Flexible member investment choice with solid historical performance.
Free financial planning advice, with no commissions to financial planners or advisors.
In-house call centre where members speak direct to consultants.
Established in 1947, Vision Super is an industry fund with membership open to the general public, with Vision Super Allocated Pension launched in 2007. Vision Super Allocated Pension has achieved a Platinum rating for the past 10 consecutive years, while the fund is also Infinity Recognised, which is a result of its strong commitment to environmental and social principles.Vision Super offers a range of 10 investment options to choose from, providing members with access to 6 Pre-Mixed and 4 Single Sector options. The Balanced Growth option outperformed the SuperRatings Index over the 5 years to 30 June 2017, and outperformance over the longer term remains evident.Fees are competitive and lower than the industry average across all member account balances assessed, with the annual administration fee capped at $1,050. Members are able to switch investment options and make withdrawals at no cost.Vision Super provides good flexibility, with members having the ability to receive payments twice-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. A range of online tools, calculators and educational resources are available through the fund's website. The fund's secure website, Vision Online, further allows members to view and update account details, as well as perform transactions.

Fees & fund features

Admin fee
Admin fee
$0
Exit fee
Exit fee
$0
Financial planning service
Financial planning service
Credit cards
Credit cards
Insurance life event increases
Insurance life event increases
Investment fee
Investment fee
0.70%
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
$0
Financial planning service
Financial planning service
Credit cards
Credit cards
Insurance life event increases
Insurance life event increases
Investment fee
Investment fee
0.70%
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