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Smartsave

Smartsave - Smart Pension

Growth

Awards

Winner of SuperRatings Other 2021 Pension

Past 5-year return
New

% p.a

Admin fee

$49

Calc fees on 50k

$869

SuperRatings awards
SuperRatings Other 2021 Pension
Past 5-year return
New

% p.a

Admin fee

$49

Calc fees on 50k

$869

SuperRatings awards
SuperRatings Other 2021 Pension

Quick pension fund review

For Smartsave - Smart Pension

These are the benefits of this pension fund.

  • No information was provided by the fund to SuperRatings. 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 outperformed the relevant SuperRatings Index over the 1- and 3-year periods to 30 June 2020; however, underperformed over the longer term.Fees are higher than the industry average across all assessed account balances. The fund does not charge an investment switching fee, although a buy/sell spread may apply.The Smartsave Smart Pension provides members with reasonable levels of flexibility. Members can select 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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Pension fund overview

For Smartsave - Smart Pension

TMD

    Target Market Determination

    Visit Smartsave to view Target Market Determination.

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    Fund fees vs. Industry average
    THIS FUND
    INDUSTRY AVERAGE
    Fund past-5-year return vs. Industry average
    THIS FUND
    INDUSTRY AVERAGE
    Investment allocation
    INTERNATIONAL SHARES
    AUSTRALIAN SHARES
    PROPERTY
    ALTERNATIVES
    FIXED INTEREST
    CASH
    OTHER
    Investment option performance
    BALANCED
    CONSERVATIVE BALANCE
    AUSTRALIAN SHARES
    CAPITAL STABLE
    CASH
    + View additional option performance information