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To get started with pension funds:
Find a Fund
Select different search criteria to obtain independent pension fund ratings, performance data and fee information provided by both Morningstar and Standard & Poor's.
Order a PDS
If you know what you are looking for you can select the product disclosure statement of your choice
Top 20 Performing Funds
Find the top 20 performing pension funds over a range of time periods (3 months, 1 year, 3 years and 5 years).
Re-Rated Funds
See which funds have been re-rated by both Standard & Poor's and Morningstar.
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An allocated pension fund is a retirement product that allows you to invest your superannuation savings once you have reached your preservation age and retired. The allocated pension fund will then provide retirement income, paying an ongoing superannuation income stream each year. The amount of income paid each year is chosen by the investor, within the limits on the minimum and maximum set by the government each year, and retirement income will continue to be paid from the investment until the money runs out. Amounts invested are accessible by the investor at any time.
2020 DIRECTINVEST will rebate 100% of the entry fee on virtually any retail allocated pension fund in Australia, saving you 4% - 5%. This entry fee would normally be paid to the adviser of record on the allocated pension, or where the allocated pension is started with no financial adviser it would be retained by the fund manager. Entry fees are optional though. Apply for an allocated pension through 2020 DIRECTINVEST and we will instruct the fund manager to rebate 100% of the entry fee as additional units. If you have an existing allocated pension fund you can switch to 2020 DIRECTINVEST using our Fund Broker Nomination Form. |
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| Travel Insurance | Book travel insurance through 2020 DIRECTINVEST for a 30% discount off the premium. more info
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| BlueChip20 | Own a $10,000 share portfolio in Australia's top 20 companies for $5 brokerage. more info
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