Energy Super

Energy Super - Market Linked Pension Balanced Option

Past 5-year return
8.48

% p.a

Admin fee

$52

Calc fees on 50k

$507

SuperRatings awards
Past 5-year return
8.48

% p.a

Admin fee

$52

Calc fees on 50k

$507

SuperRatings awards

Quick pension fund review

For Energy Super - Market Linked Pension

These are the benefts of this pension fund.

  • Energy Super is an industry super fund run only to benefit members. We are committed to offering our members:
  • Strong investment returns;
  • A wide range of investment options to suit different investors;
  • Access to financial advice, including convenient over the phone advice at no extra cost to members;
  • Competitive, low fees;
  • Products and services tailored specifically to the energy industry;
  • Continued regional access to our seminar program, covering a range of super and wealth management topics.

Energy Super was established to provide for the retirement needs of members employed within the energy industry. The fund is a public offer fund and allows members from all industries to apply for membership. Energy Super Market Linked Pension was established in 1999 and can only be commenced under limited circumstances and a minimum initial balance of $10,000 is required. Energy Super offers an investment menu of 6 diversified options and 4 single sector options. The Balanced option underperformed the relevant SuperRatings Index over all assessed periods to 30 June 2020.Fees are lower than the industry average across all account balances assessed. The administration fee is capped at $1,100 per annum for members with balances over $500,000 and investment switching is free if completed online.Energy Super Market Linked Pension offers good pension flexibility, with members able to select from fortnightly through to yearly payment frequencies. Members can also select from reversionary pension, binding death nomination and non-binding lump sum death benefits.Members have access to a range of educational material along with webinars, financial planning services and phone-based advice. The fund regularly conducts information seminars throughout Queensland to ensure members are well informed.

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Pension fund overview

For Energy Super - Market Linked Pension

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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
    DIVERSIFIED FIXED INTEREST
    GROWTH
    AUSTRALIAN SHARES
    INTERNATIONAL SHARES
    CAPITAL STABLE
    CASH
    + View additional option performance information