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Macquarie SuperOptions - Allocated Pension Plan

Past 5-year return
New fund
Admin fee
$60
Calculated Fees on 50k
$1,015
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Master trust style product offering 36 options from a number of fund managers for members to invest in.
Macquarie SuperOptions Pension Plan was established in 1992 and is one of a range of pension products offered by Macquarie; however, this product closed to new investments effective 1 June 2012. The fund offers a good choice of investment options including Sector-Specific and Multi-Sector investment options, enabling members to tailor their portfolios. The Macquarie Master Balanced Fund underperformed the SuperRatings Index over the 5 years to 30 June 2019.Fees are higher than the industry average across all account balances assessed. However, certain portions of the fees are negotiable with financial advisers and a rebate applies to the management fee on account balances over $200,000. The fund does not charge an investment switching fee, although a buy-sell spread may apply.Macquarie SuperOptions Allocated Pension Plan offers reasonable pension flexibility with members able to select from monthly through to yearly payment frequencies. Members have the ability to automatically increase pension payments by a nominated percentage or by CPI annually. Beneficiary options are comprehensive, including non-lapsing death benefit nominations, as well as reversionary pensions, including child pensions.Macquarie Wealth Management is able to offer comprehensive member education and access to financial advisers. Online access to portfolio information including past transactions, account balance and insurance cover are also available to members.
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Fees & fund features

Admin fee
Admin fee
$60
Administration fee (%)
Administration fee (%)
0.00%
Indirect Cost Ratio (%)
Indirect Cost Ratio (%)
Exit fee
Exit fee
$0
Financial planning service
Financial planning service
Credit cards
Credit cards
Insurance life event increases
Insurance life event increases
Investment fee
Investment fee
1.91%
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
$60
Administration fee (%)
Administration fee (%)
0.00%
Indirect Cost Ratio (%)
Indirect Cost Ratio (%)
Exit fee
Exit fee
$0
Financial planning service
Financial planning service
Credit cards
Credit cards
Insurance life event increases
Insurance life event increases
Investment fee
Investment fee
1.91%
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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Past 5-year return
Admin fee
Calculated Fees on 50k
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