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ClearView

Clearview Pension Plan

Assertive

Awards

Winner of SuperRatings Other 2021 Pension

Past 5-year return
New

% p.a

Admin fee

$0

Calc fees on 50k

$1.2k

SuperRatings awards
SuperRatings Other 2021 Pension
Past 5-year return
New

% p.a

Admin fee

$0

Calc fees on 50k

$1.2k

SuperRatings awards
SuperRatings Other 2021 Pension

Quick pension fund review

For Clearview Pension Plan

These are the benefits of this pension fund.

  • 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. Performance data for the Assertive option performance is currently not available however the fund has historically underperformed the relevant SuperRatings Indices. 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. The fund does not charge a switching fee, 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 on the fund's website. Financial advice is also available to members.

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Pension fund overview

For Clearview Pension Plan

TMD

    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
    GROWTH
    CAPITAL STABLE
    CASH
    + View additional option performance information