netwealth Super Wrap - Transition to Retirement Income Stream
- Last updated on 09 Jul 2020
QSuper Lifetime
Pay no transaction or switching fees and enjoy a range of different investment options
$0
$859
netwealth Super Wrap Transition to Retirement Income Stream was established in 2006. This product is no longer accepting applications for new members; however, continues to service existing members. netwealth Super Wrap offers an extensive range of diversified and single sector managed funds, securities from local and international exchanges, Separately Managed Accounts (SMA) and selected term deposits. The Active Growth option underperformed the relevant SuperRatings Index over the 5 years to 30 June 2019; however, the extensive investment menu means returns will vary depending on the option and manager selected.Fees are higher than the industry average across all account balances assessed. The fund does not charge switching fees; however, other transaction fees may apply.netwealth Super Wrap Transition to Retirement Income Stream offers excellent pension flexibility, with members able to select from monthly, quarterly, half-yearly and yearly payment frequencies. Members with more than one investment option can nominate the proportion of payments to be drawn from each option. Members can also select from reversionary pensions or binding lump sum death benefits.The fund offers a sophisticated range of portfolio management tools and investment research, which can be viewed across multiple mobile devices. The platform offers interactive performance charting and accessible reporting and tax statement capability for greater transparency.
Admin fee $0 | Health insurance |
Administration fee (%) 0.97% | Binding nominations |
Indirect cost ratio (%) 0.75% | Anti-detriment payments |
Exit fee $61.5 | Switching fee $0 |
Financial planning service | Employer size discount |
Credit cards | Home loans |
Insurance life event increases | Non-lapsing binding nominations |
Investment fee | Long term income protection |
Account size discount |
Fund fees vs. Industry average
Fund past-5-year return vs. Industry average
Investment allocation
Investment option performance
Product | Past 5-year return | Admin fee | Company | Calc fees on 50k | Features | SuperRatings awards | Go to site | |
|---|---|---|---|---|---|---|---|---|
2.90% | $0 | Promoted netwealth Super Wrap - Standard Income Stream | $859 | Advisory services Death insurance Income protection Online access Term deposits Variety of options | More details | |||
2.90% | $0 | Promoted netwealth Super Wrap - Transition to Retirement Income Stream | $859 | Advisory services Death insurance Income protection Online access Term deposits Variety of options | More details | |||
2.90% | $0 | Promoted netwealth Super Accelerator Core - Standard Income Stream | $563 | Advisory services Death insurance Income protection Online access Term deposits Variety of options | More details | |||
2.90% | $175 | Promoted netwealth Super Accelerator Plus - Standard Income Stream | $748 | Advisory services Death insurance Income protection Online access Term deposits Variety of options | More details |
Popular pension funds products