ClearView

Clearview Pension Plan

Past 5-year return
New
Admin fee

$0

Calc fees on 50k

$1.2k

SuperRatings awards
Past 5-year return
New
Admin fee

$0

Calc fees on 50k

$1.2k

SuperRatings awards

MICHAEL KIANG

5.0
7 Reviews

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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

Clearview Pension Plan was established in 1995 by Clearview Retirement Solutions. The ClearView Pension Plan is only open to existing members. The Pension Plan offers six investment options to members consisting of five diversified options and one Guaranteed Cash option. The Assertive option underperformed the relevant SuperRatings Index over the 7 year period to 30 June 2019. Fees are higher than the industry average across all account balances assessed. Members may be eligible for a Family Fee Rebate when the average daily account balances of members and their families have more than $600,000 of value. No investment switching fees are charged, although a buy/sell spread may apply.Clearview Pension Plan provides limited pension flexibility. Members can select from monthly, quarterly or annual payments and have the option of increasing payment in line with inflation each year. The fund offers binding death nominations and reversionary pensions. Members have access to a range of educational materials, newsletters and calculators found online in the fund's website. Financial advice and magazines are also available on the website.

Features and Fees

ClearView 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.

    Clearview Pension Plan was established in 1995 by Clearview Retirement Solutions. The ClearView Pension Plan is only open to existing members. The Pension Plan offers six investment options to members consisting of five diversified options and one Guaranteed Cash option. The Assertive option underperformed the relevant SuperRatings Index over the 7 year period to 30 June 2019. Fees are higher than the industry average across all account balances assessed. Members may be eligible for a Family Fee Rebate when the average daily account balances of members and their families have more than $600,000 of value. No investment switching fees are charged, although a buy/sell spread may apply.Clearview Pension Plan provides limited pension flexibility. Members can select from monthly, quarterly or annual payments and have the option of increasing payment in line with inflation each year. The fund offers binding death nominations and reversionary pensions. Members have access to a range of educational materials, newsletters and calculators found online in the fund's website. Financial advice and magazines are also available on the website.

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    ClearView Fees and Features

      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
      GROWTH
      CAPITAL STABLE
      CASH
      + View additional option performance information
      Product
      Past 5-year return
      Admin fee
      Company
      Calc fees on 50k
      Features
      SuperRatings awards
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