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smartMonday

smartMonday PENSION

Balanced Growth - Index

Awards

Winner of SuperRatings Platinum 2021 Pension

Past 5-year return
9.89

% p.a

Admin fee

$72

Calc fees on 50k

$532

SuperRatings awards
SuperRatings Platinum 2021 Pension
Past 5-year return
9.89

% p.a

Admin fee

$72

Calc fees on 50k

$532

SuperRatings awards
SuperRatings Platinum 2021 Pension

Quick pension fund review

For smartMonday PENSION

These are the benefits of this pension fund.

  • Access to additional benefits via a range of financial products and services, and the WeCare program.
  • Pension consolidation account (to help individuals consolidate/add to their super monies before starting a Pension with us), available for recasting as well.
  • Comprehensive education material, including online super, retirement and insurance calculators.
  • 26 investment options (pre-mixed and sector).
  • Binding, Non-binding and reversionary beneficiaries available.
  • Transition to retirement available.

smartMonday is the new name of the Aon Master Trust and smartMonday PENSION, which was launched in 2012, consists of a retirement pension and a transition to retirement pension. A minimum initial investment of $20,000 is required to commence membership.smartMonday PENSION offers an investment menu of 10 diversified options and 16 single sector options. The Balanced Growth - Index option outperformed the relevant SuperRatings Index over all assessed time periods to 30 June 2020.Fees are lower than the industry average across all assessed account balances and a portfolio rebate applies for balances over $250,000. The fund does not charge a buy-sell spread or an investment switching fee.smartMonday PENSION offers reasonable pension flexibility with members able to select from monthly, quarterly, half-yearly and yearly payment frequencies. Members with more than one investment option can nominate the proportion of payments to be drawn from each option. Members can also select from reversionary pensions, binding death nomination and non-binding lump sum death benefits.The fund offers access to online calculators, scaled advice and full financial planning. Additionally, the WeCare program offers members and their families benefits such as legal advice, home assistance, funeral assistance, counselling and grief services.

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Pension fund overview

For smartMonday PENSION

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    Target Market Determination

    Visit smartMonday to view Target Market Determination.

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    Fund fees vs. Industry average
    THIS FUND
    INDUSTRY AVERAGE
    Fund past-5-year return vs. Industry average
    THIS FUND
    INDUSTRY AVERAGE
    Investment allocation
    INTERNATIONAL SHARES
    AUSTRALIAN SHARES
    PROPERTY
    ALTERNATIVES
    FIXED INTEREST
    CASH
    OTHER
    Investment option performance
    BALANCED
    HIGH GROWTH
    SECURE
    DIVERSIFIED FIXED INTEREST
    GROWTH
    AUSTRALIAN SHARES
    INTERNATIONAL SHARES
    CAPITAL STABLE
    PROPERTY
    CASH
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