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Australian Catholic Superannuation & Retirement Fund

Australian Catholic Superannuation - RetireChoice

Balanced

Awards

Winner of SuperRatings Platinum 2021 Pension

Past 5-year return
9.07

% p.a

Admin fee

$78

Calc fees on 50k

$523

SuperRatings awards
SuperRatings Platinum 2021 Pension
Past 5-year return
9.07

% p.a

Admin fee

$78

Calc fees on 50k

$523

SuperRatings awards
SuperRatings Platinum 2021 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- and 3-year periods to 30 June 2020; 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. Members can switch investment options at no cost. 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 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

TMD

    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
    SECURE
    DIVERSIFIED FIXED INTEREST
    GROWTH
    AUSTRALIAN SHARES
    INTERNATIONAL SHARES
    CAPITAL STABLE
    PROPERTY
    CASH
    + View additional option performance information