About Vision Super
Vision Super is a not for profit industry fund, with over 100,000 members and over $4 billion in assets. As one of the first not for profit funds, we’ve been working only for our members since 1947. In February 2007 we opened our doors to the general public, launching a Public Offer Fund.
We offer a full range of super and pension products (now known as retirement income streams).
The independent ratings agency, SuperRatings, has awarded us its highest Platinum rating for two years running. They rank us in the top 15% of super funds offering “the best value for money”.
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Why use Vision Super’s Allocated Pension?
An allocated pension is an income stream that gives you the flexibility to access your capital as the need arises subject to a minimum amount prescribed by legislation being withdrawn each year. Benefits include:
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Low fees – administration fees are capped at $1,050 a year. That’s because the administration fee of 0.35% of assets is capped when your account balance is $300,000 or more. Why pay more?
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A choice of 16 investment options
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A choice of traditional, sustainable and single sector investments.
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Strong investment performance
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Choose when you want to receive income (from monthly through to annually)
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Vary your income payment periods
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Any unused capital can be paid to your estate or a nominated reversionary beneficiary
Other Vision Super advantages
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Strong investment performance
Vision Super has a history of consistently beating its objectives over both the short and longer term. |
Remember that allocated pensions are 100% assessable under the Centrelink Assets Test. A minimum initial investment of $10,000 is required. Your Allocated pension will continue to be provided until the balance of your account has run out.
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We can help you!
If you have any questions about allocated pensions, don't hesitate to call our Member Services team on (03) 9911 3222 (regional 1300 300 820). |
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