ClearView

ClearView WealthSolutions Retirement Income

Past 5-year return
4.38%
Admin fee

$205

Calc fees on 50k

$1.2k

SuperRatings awards
Past 5-year return
4.38%
Admin fee

$205

Calc fees on 50k

$1.2k

SuperRatings awards

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 Retirement Plan was established in 1989 by Clearview Retirement Solutions. The WealthSolutions fund offers a wide range of investment options, along with the ability to group several accounts into one family group to save on fees. ClearView WealthSolutions Pension offers a range of diversified and single sector options, as a well as Listed Securities, Managed Funds, Term Deposits and Annuities. The IPS Strategic 70 option underperformed the relevant SuperRatings Index over all assessed time periods to 30 June 2019.Fees are higher than the industry average across all account balances assessed. The administration fee is tiered and will reduce further for account balances greater than $250,000. The fund does not charge a switching fee, although a buy-sell spread may apply.ClearView WealthSolutions Pension offers reasonable pension flexibility, with members able to select from weekly, fortnightly, monthly, quarterly, half-yearly and yearly payment frequencies. The fund offers binding and non-lapsing binding death nominations, as well as 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 Retirement Plan was established in 1989 by Clearview Retirement Solutions. The WealthSolutions fund offers a wide range of investment options, along with the ability to group several accounts into one family group to save on fees. ClearView WealthSolutions Pension offers a range of diversified and single sector options, as a well as Listed Securities, Managed Funds, Term Deposits and Annuities. The IPS Strategic 70 option underperformed the relevant SuperRatings Index over all assessed time periods to 30 June 2019.Fees are higher than the industry average across all account balances assessed. The administration fee is tiered and will reduce further for account balances greater than $250,000. The fund does not charge a switching fee, although a buy-sell spread may apply.ClearView WealthSolutions Pension offers reasonable pension flexibility, with members able to select from weekly, fortnightly, monthly, quarterly, half-yearly and yearly payment frequencies. The fund offers binding and non-lapsing binding death nominations, as well as 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.

    Read More

    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
      HIGH GROWTH
      CONSERVATIVE BALANCE
      GROWTH
      + View additional option performance information
      Product
      Past 5-year return
      Admin fee
      Company
      Calc fees on 50k
      Features
      SuperRatings awards
      Go to site