Oasis Superannuation Master Trust

Voyage Superannuation Master Trust - Allocated Pension

Past 5-year return
-
Admin fee

$275

Calc fees on 50k

$720

SuperRatings awards
Past 5-year return
-
Admin fee

$275

Calc fees on 50k

$720

SuperRatings awards

Pros and Cons

Pros and Cons

  • No information was provided by the fund to SuperRatings. Hence an alert rating may be given in areas where a qualitative assessment cannot be made. For available information refer to the fund's PDS.

Summary

Voyage Superannuation Master Trust is a sub-plan of the Oasis Superannuation Master Trust and aims to provide a simple yet flexible way to invest superannuation savings and draw a regular and tax effective income in retirement. The fund closed to new members in November 2016.Voyage Superannuation Master Trust offers an extensive investment menu of Diversified options and Single Sector options, as well as access to Direct Equities, Exchange Traded Fund�s (ETFs) and term deposits. Past performance of the fund is not readily available and therefore cannot be accurately assessed against the relevant SuperRatings indices.Fees are higher than the industry average across all account balances assessed; however, fee tiering applies to the administration fee for account balances over $100,000. The fund charges an investment switching fee and a buy-sell spread may also apply.Voyage Superannuation Master Trust Allocated Pension offers reasonable pension flexibility with members able to select from monthly, quarterly, half-yearly and annual payment frequencies, and the ability to select from four payment dates per month. Beneficiary options are comprehensive, including non-lapsing binding and non-binding death benefit nominations, as well as reversionary pensions.Members receive regular communication and have easy access to up-to-date information through an online service which enables them to view account balances, investment details and general information. Additionally, members have access to an automatic re-weighting facility that allows for eligible investment options to be re-weighted on a quarterly, half yearly or yearly basis.

Features and Fees

Oasis Fees and Features

    Pros and Cons

    • No information was provided by the fund to SuperRatings. Hence an alert rating may be given in areas where a qualitative assessment cannot be made. For available information refer to the fund's PDS.

    Voyage Superannuation Master Trust is a sub-plan of the Oasis Superannuation Master Trust and aims to provide a simple yet flexible way to invest superannuation savings and draw a regular and tax effective income in retirement. The fund closed to new members in November 2016.Voyage Superannuation Master Trust offers an extensive investment menu of Diversified options and Single Sector options, as well as access to Direct Equities, Exchange Traded Fund�s (ETFs) and term deposits. Past performance of the fund is not readily available and therefore cannot be accurately assessed against the relevant SuperRatings indices.Fees are higher than the industry average across all account balances assessed; however, fee tiering applies to the administration fee for account balances over $100,000. The fund charges an investment switching fee and a buy-sell spread may also apply.Voyage Superannuation Master Trust Allocated Pension offers reasonable pension flexibility with members able to select from monthly, quarterly, half-yearly and annual payment frequencies, and the ability to select from four payment dates per month. Beneficiary options are comprehensive, including non-lapsing binding and non-binding death benefit nominations, as well as reversionary pensions.Members receive regular communication and have easy access to up-to-date information through an online service which enables them to view account balances, investment details and general information. Additionally, members have access to an automatic re-weighting facility that allows for eligible investment options to be re-weighted on a quarterly, half yearly or yearly basis.

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    Oasis Fees and Features

      Fund fees vs. Industry average
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      Fund past-5-year return vs. Industry average
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      INDUSTRY AVERAGE
      Investment allocation
      INTERNATIONAL SHARES
      AUSTRALIAN SHARES
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      ALTERNATIVES
      FIXED INTEREST
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      Product
      Past 5-year return
      Admin fee
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      Calc fees on 50k
      Features
      SuperRatings awards
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