Goldman Sachs JBWere Superannuation Fund

Goldman Sachs JBWere - Account Based Pension -

Awards

Winner of SuperRatings Silver 2021 MyChoice Super, SuperRatings Silver 2021 Pension

Past 5-year return
New

% p.a

Admin fee

$0

Calc fees on 50k

$625

SuperRatings awards
SuperRatings Silver 2021 MyChoice SuperSuperRatings Silver 2021 Pension
Past 5-year return
New

% p.a

Admin fee

$0

Calc fees on 50k

$625

SuperRatings awards
SuperRatings Silver 2021 MyChoice SuperSuperRatings Silver 2021 Pension

Quick pension fund review

For Goldman Sachs JBWere - Account Based Pension

These are the benefts of this pension fund.

  • One Investment Option
  • Low fees
  • Helpline
  • Regular fund communications and updates
  • Free limited financial advice

Established in 2000, Goldman Sachs & JBWere Superannuation Fund is a Corporate Superannuation Fund for employees and contractors of Goldman Sachs Australia Services Pty Ltd or National Australia Bank who work principally for JBWere Ltd. The fund also offers membership to spouses of employees and persons who cease to be an employee. The fund’s Account Based Pension opened in 2008 to provide a regular retirement income to members. A minimum initial investment of $20,000 is required to commence an Account Based Pension or Transition to Retirement Account.The Account Based Pension offers a single default option. The Trustee generally manages its investments internally and has no external investment managers appointed, other than underlying wholesale managed funds in certain assets classes. The default option has outperformed the relevant SuperRatings Index over each time period assessed to 30 June 2020.Fees associated with this product are lower than the industry average across all account balances assessed, with the percentage based administration fee capped at $800 p.a. Flexibility is provided to members, with pension payments available to be made on a monthly, quarterly or annually basis. Beneficiary options are comprehensive, including binding and non-binding nominations, and reversionary pensions.Additional benefits available include access to online fact sheets, newsletters and planning tools, as well as the ability to view account details and perform transactions online.

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Pension fund overview

For Goldman Sachs JBWere - Account Based Pension

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    Fund fees vs. Industry average
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    INDUSTRY AVERAGE
    Fund past-5-year return vs. Industry average
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    INDUSTRY AVERAGE
    Investment allocation
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