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ClearView WealthSolutions Retirement Income

Past 5-year return
New fund
Admin fee
$205
Calculated Fees on 50k
$1,230
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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. Performance data is not publicly available for this product. Fees are lower than the industry average across small and medium sized account balances, although remain expensive for large account sized 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 or exiting 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 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.
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Fees & fund features

Admin fee
Admin fee
$205
Administration fee (%)
Administration fee (%)
0.65%
Indirect Cost Ratio (%)
Indirect Cost Ratio (%)
1.25%
Exit fee
Exit fee
$0
Financial planning service
Financial planning service
Credit cards
Credit cards
Insurance life event increases
Insurance life event increases
Investment fee
Investment fee
0.15%
Account size discount
Account size discount
Health insurance
Health insurance
Binding nominations
Binding nominations
Anti-detriment payments
Anti-detriment payments
Switching fee
Switching fee
$0
Employer size discount
Employer size discount
Home loans
Home loans
Non-lapsing binding nominations
Non-lapsing binding nominations
Long term income protection
Long term income protection
Admin fee
Admin fee
$205
Administration fee (%)
Administration fee (%)
0.65%
Indirect Cost Ratio (%)
Indirect Cost Ratio (%)
1.25%
Exit fee
Exit fee
$0
Financial planning service
Financial planning service
Credit cards
Credit cards
Insurance life event increases
Insurance life event increases
Investment fee
Investment fee
0.15%
Account size discount
Account size discount
Health insurance
Health insurance
Binding nominations
Binding nominations
Anti-detriment payments
Anti-detriment payments
Switching fee
Switching fee
$0
Employer size discount
Employer size discount
Home loans
Home loans
Non-lapsing binding nominations
Non-lapsing binding nominations
Long term income protection
Long term income protection
Fund fees vs. Industry average
Fund past-5-year return vs. Industry average
Investment allocation
Investment option performance
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