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Smartsave - Smart Pension

Past 5-year return
New fund
Admin fee
$0
Calculated Fees on 50k
$849
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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.
The Smartsave 'Member's Choice' Superannuation Master Plan was established in 2001. A minimum initial investment of $20,000 is required to commence a Smartsave Smart Pension account.Members have access to an investment menu consisting of 3 Diversified and 4 Single Sector options across a range of risk and return profiles. The Growth option (where data has been available) has underperformed the SuperRatings index.Fees are higher than the industry average across all assessed account balances. The fund does not charge an investment switching fee or an exit fee; however, a buy/sell spread may apply.The Smartsave Smart Pension provides members with reasonable levels of flexibility. Members can select from from monthly, quarterly, half-yearly and yearly payment frequencies, with all payments made directly to the member's bank account on a date nominated by the fund. Beneficiary options are comprehensive, including non-lapsing binding and non-binding beneficiary nominations, as well as reversionary pensions, including child nominations. Members and employers can access financial planning services through the fund as well as a variety of tools, member communications and educational material on the fund's website which also gives advisers, members and employers the ability to track and manage their account details online.
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Fees & fund features

Admin fee
Admin fee
$0
Administration fee (%)
Administration fee (%)
1.24%
Indirect Cost Ratio (%)
Indirect Cost Ratio (%)
0.46%
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
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 (%)
1.24%
Indirect Cost Ratio (%)
Indirect Cost Ratio (%)
0.46%
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
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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