Yellow Brick Road

Allan Gray Retirement

Past 5-year return
-
Admin fee

$50

Calc fees on 50k

$545

SuperRatings awards
MyChoice SilverSilver
Past 5-year return
-
Admin fee

$50

Calc fees on 50k

$545

SuperRatings awards
MyChoice SilverSilver

Pros and Cons

Pros and Cons

  • Choice of curated list of investment options - managed funds listedshares ETFs and term deposits
  • Ability to use expertise of a financial adviser or invest directly with feesthe same whether advised or direct
  • Intuitive easy to use transactional functionality
  • Backing of top equity fund manager with runs on the board and aunderstanding of investment
  • Very strong public website calculator to determine what you paydepending on how you invest
  • Ability to transact online and run reports across any date range

Summary

Allan Gray Retirement is a pension product offered through the MAP Master Superannuation Plan Division II and will merge into the SmartSave ‘Member’s Choice’ Superannuation Master Trust Plan via a Successor Fund Transfer to be completed on 17th December 2020. A minimum initial investment of $20,000 is required to commence a Pension account, and a Transition to Retirement Pension is also available.Members are offered a wide range of Investment Options including the Cash Hub, Managed Funds, Term Deposits, and Managed Account Model Portfolios, as well as ASX Listed Securities. Performance history is currently unavailable for this product.Fees associated with this product are lower than the industry average across all account balances assessed; however, an additional cost of 1% p.a. is applied on the Cash Hub balance and the cash held in the Managed Account Model Portfolios. Members can make investment switches at no cost, although a buy/sell spread may apply.Allan Gray Retirement provides reasonable flexibility, with members having the ability to receive payments monthly, quarterly, half-yearly or annually on a date set by the fund. Beneficiary options include non-binding and binding nominations, as well as reversionary pensions. Additional benefits available include access to the administration fee calculator, high quality educational material, as well as the ability to change details and perform transactions via the Secure Online Portal.

Features and Fees

Yellow Brick Road Fees and Features

    Pros and Cons

    • Choice of curated list of investment options - managed funds listedshares ETFs and term deposits
    • Ability to use expertise of a financial adviser or invest directly with feesthe same whether advised or direct
    • Intuitive easy to use transactional functionality
    • Backing of top equity fund manager with runs on the board and aunderstanding of investment
    • Very strong public website calculator to determine what you paydepending on how you invest
    • Ability to transact online and run reports across any date range

    Allan Gray Retirement is a pension product offered through the MAP Master Superannuation Plan Division II and will merge into the SmartSave ‘Member’s Choice’ Superannuation Master Trust Plan via a Successor Fund Transfer to be completed on 17th December 2020. A minimum initial investment of $20,000 is required to commence a Pension account, and a Transition to Retirement Pension is also available.Members are offered a wide range of Investment Options including the Cash Hub, Managed Funds, Term Deposits, and Managed Account Model Portfolios, as well as ASX Listed Securities. Performance history is currently unavailable for this product.Fees associated with this product are lower than the industry average across all account balances assessed; however, an additional cost of 1% p.a. is applied on the Cash Hub balance and the cash held in the Managed Account Model Portfolios. Members can make investment switches at no cost, although a buy/sell spread may apply.Allan Gray Retirement provides reasonable flexibility, with members having the ability to receive payments monthly, quarterly, half-yearly or annually on a date set by the fund. Beneficiary options include non-binding and binding nominations, as well as reversionary pensions. Additional benefits available include access to the administration fee calculator, high quality educational material, as well as the ability to change details and perform transactions via the Secure Online Portal.

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    Yellow Brick Road Fees and Features

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