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Australian Catholic Superannuation & Retirement Fund

Australian Catholic Superannuation - RetireChoice

Balanced

Past 5-year return
7.63

% p.a

Admin fee

$78

Calc fees on 50k

$478

SuperRatings awards
SuperRatings Platinum 2022 Pension
Past 5-year return
7.63

% p.a

Admin fee

$78

Calc fees on 50k

$478

SuperRatings awards
SuperRatings Platinum 2022 Pension

Quick pension fund review

For Australian Catholic Superannuation - RetireChoice

These are the benefits of this pension fund.

  • Expertise through self administration.
  • Personalised customer service.
  • Member education (seminars, newsletters, trade exhibitions and articles).
  • Retirement seminars.

Australian Catholic Superannuation was established in 1981 to provide retirement benefits to those who work in Catholic education, healthcare, aged care and welfare, with membership now open to the general public.Members are provided a choice of 7 'Managed Options' and 6 'Build your Own Options', including the Socially Responsible option for the ethical investor. The Balanced option outperformed the SuperRatings Index over the 1-year period to 30 June 2021; however, underperformed over other time periods assessed. Fees are lower than the industry average across all account balances assessed, with the asset-based administration fee capped at $1,520 pa. The fund does not charge a switching fee or a buy-sell spread.RetireChoice provides good flexibility, with members having the ability to receive payments weekly through to annually. Members with more than one investment option can nominate the proportion of payments that are to be drawn from each option. Beneficiary options include both binding and non-binding nominations, as well as reversionary pensions.Members have access to complementary general advice and tailored personal advice, as well as a range of online tools, calculators and educational resources available through the fund's website. The secure online facility; Member Online, allows members to view and update account details, as well as perform transactions.

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Pension fund overview

For Australian Catholic Superannuation - RetireChoice

Features

Variety of options

Binding nominations

Account size discount

Online Access

Home loans

Financial planning service

Non-lapsing binding nominations

Employer size discount

Anti-detriment payments

Credit cards

Insurance Cover

Health insurance

Insurance life event increases

Total and permanent disability cover

Long term income protection

Fees

Admin fee

$78

Administration fee (%)

0.19%

Switching fee

$0

Investment fee

0.33%

Indirect cost ratio (%)

0.28%

Exit fee

$0
Available
Not available
Data not captured

Target Market Determination

Visit Australian Catholic Superannuation & Retirement Fund 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
CONSERVATIVE BALANCE
DIVERSIFIED FIXED INTEREST
GROWTH
AUSTRALIAN SHARES
INTERNATIONAL SHARES
CAPITAL STABLE
CASH
+ View additional option performance information