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Australian Ethical Retail Superannuation Fund - Account Based Pension

Past 5-year return
New fund
Admin fee
$97
Calculated Fees on 50k
$667
Compare
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Investments which promote a sustainable and environmentally responsible society according with the Australian Ethical Charter.
No-fees to transfer from Accumulation to Pension Fund.
Free educational roadshows and seminars.
Binding, Non Binding or reversionary beneficiary nominations
Australian Ethical Super was established in 1986 to promote ethical investments that adhere to the Australian Ethical Charter, with the Account Based Pension opening in 1998. Australian Ethical Super was the winner of the 2019 Infinity Award in recognition of its commitment to social, ethical and environmental principals.Members have access to 7 Diversified and Single Sector investment options across a range of asset classes that align with the Australian Ethical Charter. The Balanced option has underperformed the SuperRatings Index over 10 years to 30 June 2018, although we note it has a lower allocation to growth assets than a typical Balanced (60-76) strategy.Fees for this product are lower than the industry average across all assessed account balances, with administration fee discounts available to members with account balances over $250,000. No switching fees are applicable, although buy-sell spreads may be charged for changing investment options. Exit fees also apply for partial an full withdrawals.A reasonable level of pension flexibility is provided to members, with multiple payment frequencies available ranging from monthly to annually. alternatively pension payments are made pro-rata across investment allocations. Beneficiary options are comprehensive, including binding and preferred beneficiary nominations, as well as reversionary pensions. Australian Ethical Super provides members with the newsletter, Good Money, which covers ethical investment issues, details of pecific investments and performance results. The fund’s member online account further allows members to view and update their account details and perform transactions.
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Fees & fund features

Admin fee
Admin fee
$97
Administration fee (%)
Administration fee (%)
0.41%
Indirect Cost Ratio (%)
Indirect Cost Ratio (%)
0.06%
Exit fee
Exit fee
$50
Financial planning service
Financial planning service
Credit cards
Credit cards
Insurance life event increases
Insurance life event increases
Investment fee
Investment fee
0.67%
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
$97
Administration fee (%)
Administration fee (%)
0.41%
Indirect Cost Ratio (%)
Indirect Cost Ratio (%)
0.06%
Exit fee
Exit fee
$50
Financial planning service
Financial planning service
Credit cards
Credit cards
Insurance life event increases
Insurance life event increases
Investment fee
Investment fee
0.67%
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
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