Wealthtrac allocated pension
|The Wealthtrac allocated pension is part of the Wealthtrac Superannuation Master Trust (Pension Division) and features a non-commutable option which enables advisers to tailor a tax effective solution to meet their clients' retirement objectives.|
Investors and advisers can select a range of investment options from Australia’s leading ASX listed companies and fund managers to tailor a retirement strategy that best suits individual circumstances and requirements.
Advisers can nominate the level and frequency of payments they wish their clients to receive (within prescribed limits determined by legislation).
Members of the Wealthtrac allocated pension will receive regular communication and easy access to up-to-date information through an online service which enables members to view account balances, investment details and general information.
|For the latest product disclosure statements and forms, click here.|