Mercer Portfolio Allocated Pension Account

Established in 2001, Mercer Portfolio Service is designed for members seeking an extensive range of investment options as well as sophisticated and detailed reporting on their superannuation savings. Members have access to a range of Model Choice portfolios (Multi and Asset Specific) and Market Choice managed investments across different strategies and management styles. The Growth Model Choice option outperformed the SuperRatings Index over all assessed time periods to 30 June 2019.Fees are higher than the industry average across all account balances assessed. However, discounts do apply on the administration fee for account balances that exceed $250,000. Further savings through family group linking are also available. Mercer Portfolio Allocated Pension Account provides reasonable flexibility, with members having the ability to receive payments weekly through to annually. Beneficiary options are comprehensive, including both binding and non-binding nominations, as well as reversionary pensions.Members have access to Mercer financial advisers who can tailor super and retirement solutions to suit their needs. Mercer Super Trust's website incorporates Mercer Magazine and a Retirement Income Simulator tool. The fund's secure website further allows members to consolidate super, view and update account details, as well as perform transactions.