Club Plus Superannuation

Club Plus Pension Balanced

Awards

Winner of SuperRatings Platinum 2021 Pension, 10 Yr Platinum Performance 2011-2021

Past 5-year return
9.25

% p.a

Admin fee

$94

Calc fees on 50k

$629

SuperRatings awards
SuperRatings Platinum 2021 Pension10 Yr Platinum Performance 2011-2021
Past 5-year return
9.25

% p.a

Admin fee

$94

Calc fees on 50k

$629

SuperRatings awards
SuperRatings Platinum 2021 Pension10 Yr Platinum Performance 2011-2021

Quick pension fund review

For Club Plus Pension

These are the benefits of this pension fund.

  • Regular tax effective income in retirement or as you are approaching retirement.
  • Transition to Retirement.
  • Low fees and no commissions.
  • Affordable financial advice through Club Plus Financial Planning.
  • Easy to use Online Access to your account.

Club Plus Pension was established in 2005 to provide for the retirement needs of members employed in the Club industry within NSW and ACT. The fund is a public offer fund and allows members from all industries to apply for membership, with a minimum initial investment of $20,000 required to commence membership. Club Plus Pension offers an investment menu of 3 Diversified options and 2 Single Sector options. The Balanced option underperformed the relevant SuperRatings Index over the 1- and 10-year periods to 30 June 2020 although it outperformed over the other time periods assessed.Fees are lower than the industry average across all account balances assessed. The fund does not charge switching fees and a buy-sell spread currently does not apply.Club Plus Pension offers a good level of pension flexibility, with members able to select from fortnightly through to annual payment frequencies. Members can nominate the investment option(s) from which pension payments are to be taken and can commence drawdown of their pension on approach to retirement, via the Transition to Retirement Pension. Members can also select from reversionary pension, binding death nomination and non-binding lump sum death benefits.The fund provides financial advice through Club Plus Financial Planning and offers low cost banking through ME Bank. The secure online facility; MemberAccess, allows members to view and update account details, as well as perform transactions.

Read More

Pension fund overview

For Club Plus Pension

    Embed

    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
    GROWTH
    AUSTRALIAN SHARES
    CAPITAL STABLE
    CASH
    + View additional option performance information