Current Investment Offers
Loftus Peak Global Disruption Fund
Placer Property – 333 Exhibition Street Property Fund
Mason Stevens Credit Fund
Personal Choice eWRAP
Travel Insurance
Investment Opportunities > Allocated 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.
TAX EFFECTIVE INVESTING
WIDE RANGE OF INVESTMENT OPTIONS
REGULAR RETIREMENT INCOME
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.
IMPORTANT INFORMATION: REMOVAL OF MORNINGSTAR DATA 1 JULY 2015
Hold CTRL and left click to select multiple
Yes I’d like to receive news and updates from 2020 DIRECTINVEST
By clicking confirm button, I have read the 2020 DIRECTINVEST's Financial Services Guide, Terms & Conditions and Privacy Policy.
© 2015 Morningstar, Inc. All rights reserved. Neither Morningstar nor its affiliates nor their content providers guarantee the above data or content to be accurate, complete or timely nor will they have any liability for its use or distribution. Any general advice has been prepared by Morningstar Australasia Pty Ltd ABN 95 090 665 544, AFSL 240892 a subsidiary of Morningstar, Inc. and the information provided is without reference to your objectives, financial situation or needs. Refer to the Financial Services Guide for more information at www.morningstar.com.au/fsg.pdf, and read the Fund’s Product Disclosure Statement.
Australian shares International shares Property Fixed income Cash
Managed Funds Managed Accounts Superannuation Funds Wrap Accounts Insurance Bonds
St George Margin Lending BT Margin Lending Investment Bond Sophisticated Investor Opportunities Self Managed Super Funds
Colonial First State Perpetual Wealthfocus BT Investment Funds MLC Masterkey Spectrum Super Australian Fund Managers
Managed investments Superannuation Separately managed accounts Wrap accounts
© 2020 DIRECTINVEST 2018 | A member of Mason Stevens Group | ABN 89 069 774 456
Corporate Authorised Representative AR No 336649 | Financial Services Guide