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LUCRF Retirement Pension

Past 5-year return
8.06%
Admin fee
$78
Calculated Fees on 50k
$503
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Strong investment returns and low fees.
In-house contact centre and administration.
Commission-free financial advice.
Flexible insurance.
Secure mobile app and online account access.
LUCRF Retirement Pension was established in 2007 to provide for the retirement needs of members employed within a wide range of industries. The fund is a public offer fund and allows members from all industries to apply for membership, with a minimum initial investment of $10,000 required to commence membership. The fund continues to demonstrate a strong commitment to environmental and social principles and is Infinity Recognised.LUCRF Retirement Pension offers an investment menu of 5 diversified options and 5 single sector options. The Balanced option underperformed the relevant SuperRatings Index over the 10 years to 30 June 2018.Fees are lower than the industry average across all account balances assessed. The fund does not charge a buy-sell spread or an exit fee.LUCRF Retirement Pension offers good pension flexibility, with members able to select from weekly through to yearly payment frequencies. Members with more than one investment option can nominate the proportion of payments to be drawn from each option. Members can also select from reversionary pensions, binding death nomination and non-binding lump sum death benefits.LUCRF Super offers access to free consolidation and lost super search services, as well as member education programs and a mobile app. The LUCRF Community Partnership Trust continues to be actively involved in numerous community projects across Australia that reflect the core values of LUCRF, its employers and members.
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Fees & fund features

Admin fee
Admin fee
$78
Administration fee (%)
Administration fee (%)
0.18%
Indirect Cost Ratio (%)
Indirect Cost Ratio (%)
0.39%
Exit fee
Exit fee
$20
Financial planning service
Financial planning service
Credit cards
Credit cards
Insurance life event increases
Insurance life event increases
Investment fee
Investment fee
0.28%
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
$78
Administration fee (%)
Administration fee (%)
0.18%
Indirect Cost Ratio (%)
Indirect Cost Ratio (%)
0.39%
Exit fee
Exit fee
$20
Financial planning service
Financial planning service
Credit cards
Credit cards
Insurance life event increases
Insurance life event increases
Investment fee
Investment fee
0.28%
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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