BOC Super

BOC Super - Retirement Pension

Past 5-year return
New
Admin fee

$104

Calc fees on 50k

$594

SuperRatings awards
Other
Past 5-year return
New
Admin fee

$104

Calc fees on 50k

$594

SuperRatings awards
Other

Pros and Cons

Pros and Cons

  • No information was provided by the fund to SuperRatings, hence an alert rating may be given in areas where a qualitative assessment cannot be made. For available information refer to the fund's PDS.

Summary

BOC Super was established in 1937 to provide retirement benefits to current and former employees of BOC Limited, including their spouse. The pension division was established in 2001 and requires a minimum initial investment of $25,000 to commence membership.The fund offers a simple investment menu consisting of 3 Diversified options and a Cash option. The Moderate option underperformed the SuperRatings Index over each time period assessed to 30 June 2020.Fees are lower than the industry average for all account balances assessed, and the asset-based administration fee does not apply on account balances over $500,000. Transaction fees are charged for investment switches; however, members are entitled to one free switch per year.The BOC Super Retirement Pension provides a good level of flexibility. Members are offered a variety of payment frequencies ranging from fortnightly to yearly, and can nominate the proportion of, or order in which, payments are to be drawn from each option. Furthermore, members are allowed to have their pension payments automatically increase annually in-line with CPI or by a nominated percentage.Members are provided with monthly newsletters and educational materials through the fund’s website, as well as free limited financial advice via the BOC Super Helpline. Members can also view their account details and perform transactions via the fund's secure online access.

Features and Fees

BOC Super Fees and Features

    Pros and Cons

    • No information was provided by the fund to SuperRatings, hence an alert rating may be given in areas where a qualitative assessment cannot be made. For available information refer to the fund's PDS.

    BOC Super was established in 1937 to provide retirement benefits to current and former employees of BOC Limited, including their spouse. The pension division was established in 2001 and requires a minimum initial investment of $25,000 to commence membership.The fund offers a simple investment menu consisting of 3 Diversified options and a Cash option. The Moderate option underperformed the SuperRatings Index over each time period assessed to 30 June 2020.Fees are lower than the industry average for all account balances assessed, and the asset-based administration fee does not apply on account balances over $500,000. Transaction fees are charged for investment switches; however, members are entitled to one free switch per year.The BOC Super Retirement Pension provides a good level of flexibility. Members are offered a variety of payment frequencies ranging from fortnightly to yearly, and can nominate the proportion of, or order in which, payments are to be drawn from each option. Furthermore, members are allowed to have their pension payments automatically increase annually in-line with CPI or by a nominated percentage.Members are provided with monthly newsletters and educational materials through the fund’s website, as well as free limited financial advice via the BOC Super Helpline. Members can also view their account details and perform transactions via the fund's secure online access.

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    BOC Super Fees and Features

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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
      CAPITAL STABLE
      CASH
      + View additional option performance information