Pension Funds

You are able to commence a Pension or Income Stream from your Superannuation Fund upon meeting the Conditions of Release under SIS Act.

A Pension Fund is often a product avaliable and/or associated with your Superannuation Fund. Monies can simply roll out of one and into the other. But this is not always the case, as some funds do not have this option.

This is a key time to re assess the dynamics and offerings of your fund. Does it offer you the functionality and the range of investment options that you personally require, at a reasonable cost ? 

Existing client are transitioned into Pension products at no additional cost: included as part of the annual service fee.

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