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Tasplan Pension

Past 5-year return
New fund
Admin fee
$78
Calculated Fees on 50k
$548
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Simple option to transfer from Tasplan to Tasplan Pension
Either Account Based or Transition to retirement pensions offered
Free financial planning advice on superannuation issues on a Tasplan account
Full time local representatives available to support businesses and members
Established in 1987 for Tasmanian corporate employees, Tasplan Super has been a public offer industry fund since 2007. With the aim to create a single Tasmanian superannuation fund, Tasplan merged with Quadrant Super in November 2015 and the RBF Accumulation Scheme in April 2017. Tasplan Pension was introduced in 2007. The fund was the winner of the 2019 Rising Star award, in recognition of consistent improvements to its product offerings.Tasplan Pension offers a range of investment options for members to choose, including 5 Diversified and 5 Single Sector investment strategies. The Balanced option outperformed the SuperRatings Index over each time period assessed to 30 June 2018. Fees are lower than the industry average across all assessed account balances, with the percentage based administration fee capped at $1,200 p.a. Members are able to switch investment options at no cost; however, an exit fee applies to partial and full withdrawals, with the exception of partial withdrawal completed in Tasplan Online. A reasonable level of pension flexibility is provided, with a choice of multiple payment frequencies, ranging from fortnightly to annually. Members with more than one investment option can nominate the proportion of payments to be drawn from each option or have their payments made proportionately across their account balance. Beneficiary options are comprehensive, including both binding and non-binding nominations, as well as reversionary pensions.Additional benefits available include access to advice services, information sessions, high quality educational material, interactive tools and calculators, as well as the ability to view account details and perform transactions via Tasplan Online.
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Fees & fund features

Admin fee
Admin fee
$78
Administration fee (%)
Administration fee (%)
0.25%
Indirect Cost Ratio (%)
Indirect Cost Ratio (%)
0.21%
Exit fee
Exit fee
$60
Financial planning service
Financial planning service
Credit cards
Credit cards
Insurance life event increases
Insurance life event increases
Investment fee
Investment fee
0.48%
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
$78
Administration fee (%)
Administration fee (%)
0.25%
Indirect Cost Ratio (%)
Indirect Cost Ratio (%)
0.21%
Exit fee
Exit fee
$60
Financial planning service
Financial planning service
Credit cards
Credit cards
Insurance life event increases
Insurance life event increases
Investment fee
Investment fee
0.48%
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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