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Mercer Super Trust - Allocated Pension

Past 5-year return
8.23%
Admin fee
$0
Calculated Fees on 50k
$737
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Fully integrated service model with all aspects of investments, consulting and administration owned and controlled by Mercer.
High quality retirement planning services, including education and advice.
Sophisticated online facilities for pensioners, including pension calculator.
The Mercer Super Trust is one of the largest corporate super platforms in Australia and provides members with a strong brand history and a flexible range of competitive benefits. The fund is Infinity Recognised, which is a result of its strong commitment to environmental and social principles. A minimum initial investment of $10,000 is required to start a Mercer Super Trust Allocated Pension. The fund offers a wide range of investment options, including 'Ready-Made' and 'Select-Your-Own' investment options, as well as a Mercer Direct investment option providing access to Direct Shares listed on the S&P/ASX 300, a range of Exchange Traded Funds (ETFs) and Term Deposits. Members also have access to Mercer LifetimePlus, which is designed to give members an income for life. The Mercer Growth option underperformed the SuperRatings Index over each time period assessed to 30 June 2018.Fees are lower than the industry average across small and large account balances assessed, with the administration fee waived on account balances over $250,000. Members can switch investment options and make withdrawals at no cost.Mercer provides good flexibility, with members having the ability to receive payments monthly, quarterly or annually. Members with more than one investment option can nominate the proportion of, or order in which, payments are to be drawn from each option. Beneficiary options include 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.
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Fees & fund features

Admin fee
Admin fee
$0
Administration fee (%)
Administration fee (%)
0.64%
Indirect Cost Ratio (%)
Indirect Cost Ratio (%)
0.43%
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
0.40%
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
$0
Administration fee (%)
Administration fee (%)
0.64%
Indirect Cost Ratio (%)
Indirect Cost Ratio (%)
0.43%
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
0.40%
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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Calculated Fees on 50k
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