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ClearView

ClearView WealthSolutions Retirement Income

IPS Strategic 70

Awards

Winner of SuperRatings Other 2021 Pension

Past 5-year return
7.40

% p.a

Admin fee

$0

Calc fees on 50k

$950

SuperRatings awards
SuperRatings Other 2021 Pension
Past 5-year return
7.40

% p.a

Admin fee

$0

Calc fees on 50k

$950

SuperRatings awards
SuperRatings Other 2021 Pension

Quick pension fund review

For ClearView WealthSolutions Retirement Income

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 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 2020.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 on the fund’s website.

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Pension fund overview

For ClearView WealthSolutions Retirement Income

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    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
    HIGH GROWTH
    CONSERVATIVE BALANCE
    GROWTH
    + View additional option performance information

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