Sign up for updates

Investment Opportunities > Allocated Pensions

ACCOUNT BASED PENSIONS

Accounts based pensions provide investors with tax effective retirement income, paying an ongoing superannuation income stream each year. A diverse range of investment options, across all asset classes and from leading fund managers are available in a pension account, with investment earnings completely tax free for those aged over 60.

 

KEY BENEFITS

TAX EFFECTIVE INVESTING

WIDE RANGE OF INVESTMENT OPTIONS

REGULAR RETIREMENT INCOME

   

PENSION EDUCATION

Account based pension funds are retirement funds that allow you to invest your superannuation savings once you have reached your preservation age and retired. Retirement income will continue to be paid from the investment until the money runs out and amounts invested are accessible by the investor at any time.

 
 

 

Pension Master Trusts Offers Initial Investment
Colonial First State FirstChoice Pension $20,000
MLC MasterKey Pension $0
Perpetual WealthFocus Pension Plan $20,000
Spectrum Pension $30,000

 

 

Investments

Australian shares
International shares
Property
Fixed income
Cash

 

Investment products

Managed Funds
Managed Accounts
Superannuation Funds
Wrap Accounts
Insurance Bonds

Strategies

St George Margin Lending
BT Margin Lending
Investment Bond
Sophisticated Investor Opportunities
Self Managed Super Funds

Fund managers

Colonial First State
Perpetual Wealthfocus
BT Investment Funds
MLC Masterkey
Spectrum Super

Australian Fund Managers

Investor Education

Managed investments
Superannuation
Separately managed accounts
Wrap accounts

PRIVACY POLICY  |  TERMS & CONDITIONS SITEMAP

© 2020 DIRECTINVEST 2019   |  A member of Mason Stevens Group |  ABN 89 069 774 456 

Corporate Authorised Representative AR No 336649  | Financial Services Guide