IPE Super Account Based Pension

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Past 5-year return
11.17%
Admin fee
$83
Calculated Fees on 50k
$606
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.
Incitec Pivot Employees Superannuation Fund was established in November 2006 for current and previous employees of IPE Super, associated companies and their spouses. This fund is MySuper compliant. The fund has an accumulation and a defined benefit section; however, the defined benefit section is closed to new members.The fund offers five diversified options and a cash option to members. Members are able to use the option profiles provided by the fund to create a portfolio tailored to their investment preferences. The Balanced option has outperformed the SuperRatings index over the five year period to 30 June 2017.The fees are lower than the industry average across all assessed account balances. No buy-sell spreads are charged, however exit and withdrawals fees may be charged. Also, members are able to switch investments once per year at no extra cost, however, additional switches may incur charges.The Incitec Pivot Employees Superannuation Fund Account Based Pension provides members with limited flexibility. Reversionary beneficiaries, and binding and non-binding nominations can be made, however members only have access to monthly payments on a pre-determined date. A Transition to Retirement pension is offered.Members have access to personal information, news updates and educational material on the fund's website.

Fees & fund features

Admin fee
Admin fee
$83
Exit fee
Exit fee
$62
Financial planning service
Financial planning service
Credit cards
Credit cards
Insurance life event increases
Insurance life event increases
Investment fee
Investment fee
0.83%
Account size discount
Account size discount
Health insurance
Health insurance
Binding nominations
Binding nominations
Anti-detriment payments
Anti-detriment payments
Switching fee
Switching fee
$55
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
$83
Exit fee
Exit fee
$62
Financial planning service
Financial planning service
Credit cards
Credit cards
Insurance life event increases
Insurance life event increases
Investment fee
Investment fee
0.83%
Account size discount
Account size discount
Health insurance
Health insurance
Binding nominations
Binding nominations
Anti-detriment payments
Anti-detriment payments
Switching fee
Switching fee
$55
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
+ View additional option performance information
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