Sunsuper for Life - Income Account

Compare
Past 5-year return
11.87%
Admin fee
$156
Calculated Fees on 50k
$656
Sunsuper for Life provides a solution to serve you for the whole of your life.
Today and tomorrow investment strategy and disciplined investment philosophy.
Top-up facility.
Award winning Retirement Bonus.
Team of qualified Member Advice Specialists who can give advice over the phone, at no cost.
Winner of the 2018 Fund of the Year and Pension of the Year awards, Sunsuper for Life aims to provide a whole of life solution helping members manage their super from the beginning of their working life through retirement. The fund has an extensive investment menu of 19 Diversified and Single Sector options, including both actively managed and index investment strategies. The Balanced option has outperformed the SuperRatings Index over the short and long term, providing members with top quartile returns.Fees for the Balanced option are lower than the industry average across all assessed account balances. No establishment, contribution or investment switching fees are applicable, although an exit fee does apply. Sunsuper for Life Income Account provides members with a good level of pension features and flexibility, with the ability to choose from multiple payment frequencies, ranging from fortnightly to annually. A fixed percentage drawdown order is available, alternatively, members can elect to have their payments made proportionately across their account balance. The fund's award winning 'Retirement Bonus' initiative, provides eligible members with a payment of up to $4,800 when moving from their Super Savings account to Retirement Income account.Members can choose the 'Today and Tomorrow' strategy at commencement which allows the allocation of 2 years of annual pension payments to the Cash option, with the remaining balance invested in the Retirement option. Access to financial planning services, free seminars and online education tools including The Dream Project is also available to members.

Fees & fund features

Admin fee
Admin fee
$156
Exit fee
Exit fee
$40
Financial planning service
Financial planning service
Credit cards
Credit cards
Insurance life event increases
Insurance life event increases
Investment fee
Investment fee
0.26%
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
$156
Exit fee
Exit fee
$40
Financial planning service
Financial planning service
Credit cards
Credit cards
Insurance life event increases
Insurance life event increases
Investment fee
Investment fee
0.26%
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
+ View additional option performance information
Compare your product with the big 4 banks, or add more products to compare
As seen on