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Rest Allocated Pension

Past 5-year return
New fund
Admin fee
$68
Calculated Fees on 50k
$493
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Low fees including no commissions paid to advisers, planners or accountants.
Access to non-commission based financial advice with members first call free.
Support available including CSM support, regular national seminars and factsheets.
Online facility with option of online statements, newsletters, product details and educational information.
Member online access to update personal details and carry out transactions.
Rest Super was established in 1987 to provide for the retirement needs of members employed within the retail industry. The fund is a public offer fund and allows members from all industries to apply for membership. The fund was nominated as a finalist for the 2020 Momentum award. Rest Allocated Pension was established in 2002, with a minimum initial investment of $10,000 required to commence membership.Rest Allocated Pension offers an investment menu of 6 diversified options and 9 single sector options. The Core Strategy outperformed the relevant SuperRatings Index over the 10 years to 30 June 2019.Fees are lower than the industry average across all account balances assessed. There is no switching fee, although a buy-sell spread may apply.The fund offers a good level of pension flexibility, with members able to select from fortnightly through to yearly payment frequencies. Members can also select from reversionary pension and non-binding lump sum death benefits.The fund offers a range of discounts through various providers, including AIA's Vitality program for improving and maintaining health, as well as a mobile app which provides essential details for easy transfer between employers. Members may also contact the virtual agent, "Roger", to have their account related queries answered at a time that is convenient to them.
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Fees & fund features

Admin fee
Admin fee
$68
Administration fee (%)
Administration fee (%)
0.18%
Indirect Cost Ratio (%)
Indirect Cost Ratio (%)
0.07%
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
0.60%
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
$68
Administration fee (%)
Administration fee (%)
0.18%
Indirect Cost Ratio (%)
Indirect Cost Ratio (%)
0.07%
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
0.60%
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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