Yellow Brick Road

Australian Practical Pension

Past 5-year return
New
Admin fee

$200

Calc fees on 50k

$645

SuperRatings awards
Past 5-year return
New
Admin fee

$200

Calc fees on 50k

$645

SuperRatings awards

Pros and Cons

Pros and Cons

  • Simple Pooled investment options, plus Super Wrap investment options.
  • Simple online application form.
  • Easy to use online member portal.
  • Comprehensive financial advice available.
  • Responsive member servicing (eg: follow up of rollovers).

Summary

YellowBrickRoad Pension, originally known as RetireRight Pension, was established in April 2013 and offered through the MAP Superannuation Plan Division II. A minimum initial investment of $20,000 is required to commence a YellowBrickRoad Pension, and a Transition to Retirement Pension is also available.Members are offered a comprehensive investment menu, consisting of 5 pooled investment strategies and a range of Super Wrap investment options, which include Managed Funds, a Cash Hub, Managed Account Portfolios, Direct Shares and Term Deposits. While limited performance history is available for this product, the 50/50 Option underperformed the SR25 Conservative Balanced Index over each time period assessed to 30 June 2019.Fees associated with this product are lower than the industry average across all account balances assessed. A minimum administration fee of $75 pa applies to each account. No switching fees are charged, although transactional costs may be incurred when changing investment options. YellowBrickRoad Pension provides reasonable flexibility, with members having the ability to receive payments monthly through to annually, on a date set by the fund. Members can also nominate a specific pension drawdown order or have payments made pro-rata across investments. Beneficiary options include non-binding and binding nominations, as well as reversionary pensions. YellowBrickRoad members have access to their account online via the Secure Online Portal, where they can manage their account and perform transactions such as switching investment options and varying pension payments. A comprehensive financial advice service is also available through the YellowBrickRoad financial adviser network.

Features and Fees

Yellow Brick Road Fees and Features

    Pros and Cons

    • Simple Pooled investment options, plus Super Wrap investment options.
    • Simple online application form.
    • Easy to use online member portal.
    • Comprehensive financial advice available.
    • Responsive member servicing (eg: follow up of rollovers).

    YellowBrickRoad Pension, originally known as RetireRight Pension, was established in April 2013 and offered through the MAP Superannuation Plan Division II. A minimum initial investment of $20,000 is required to commence a YellowBrickRoad Pension, and a Transition to Retirement Pension is also available.Members are offered a comprehensive investment menu, consisting of 5 pooled investment strategies and a range of Super Wrap investment options, which include Managed Funds, a Cash Hub, Managed Account Portfolios, Direct Shares and Term Deposits. While limited performance history is available for this product, the 50/50 Option underperformed the SR25 Conservative Balanced Index over each time period assessed to 30 June 2019.Fees associated with this product are lower than the industry average across all account balances assessed. A minimum administration fee of $75 pa applies to each account. No switching fees are charged, although transactional costs may be incurred when changing investment options. YellowBrickRoad Pension provides reasonable flexibility, with members having the ability to receive payments monthly through to annually, on a date set by the fund. Members can also nominate a specific pension drawdown order or have payments made pro-rata across investments. Beneficiary options include non-binding and binding nominations, as well as reversionary pensions. YellowBrickRoad members have access to their account online via the Secure Online Portal, where they can manage their account and perform transactions such as switching investment options and varying pension payments. A comprehensive financial advice service is also available through the YellowBrickRoad financial adviser network.

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    Yellow Brick Road Fees and Features

      Fund fees vs. Industry average
      THIS FUND
      INDUSTRY AVERAGE
      Fund past-5-year return vs. Industry average
      THIS FUND
      INDUSTRY AVERAGE
      Investment allocation
      INTERNATIONAL SHARES
      AUSTRALIAN SHARES
      PROPERTY
      ALTERNATIVES
      FIXED INTEREST
      CASH
      OTHER
      Investment option performance
      CONSERVATIVE BALANCE
      SECURE
      GROWTH
      + View additional option performance information
      Product
      Past 5-year return
      Admin fee
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      Calc fees on 50k
      Features
      SuperRatings awards
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