Key features - allocated pension

Key features - allocated pension

A comprehensive range of investment choice



The Aspire Allocated Pension offers access to a carefully selected range of investment options including:

  • more than 200 managed funds
  • leading companies listed on the ASX 200 and a selection of listed interest rate (LIRs) securities, preference shares, listed investment companies (LICs) and exchange traded funds (ETFs)
  • term deposits
  • cash.

Together with your financial adviser, investors will be able to tailor your investments according to individual preferences, tolerance to risk and return and retirement goals.


Transition to retirement



Aspire provides members with the option to commence a non-commutable allocated pension whilst they continue to be employed. This option enables members to take advantage of a transition to retirement strategy with long-term taxation benefits.


Dollar cost averaging



Aspire allows members to ‘dollar cost average’ - an investment method that takes advantage of changes in market price over long periods of time. Members can invest a set amount of money on a regular basis, taking the guess work out of when to invest.


Automatic rebalancing



To ensure investments remain aligned with selected investment options, Aspire superannuation offers an automatic rebalancing facility. If selected, this facility ensures that investments are reviewed at established intervals and where assets in an investment option differ from the initial allocation selected for that particular option, the facility will:

  • sell investments that are over the selected allocation
  • buy investments that are under the selected allocation.


Investor online access



Upon joining Aspire, members will be issued with an investor code and password enabling them to easily and conveniently view their superannuation account online. Members will be able to securely access online web pages and reports, providing them with up-to-date information relating to their account balances, investment and insurance details.


Competitive fee structure



Members of Aspire superannuation benefit from efficiencies achieved through advanced technologies and a wide range of investment choices at a competitive fee structure, delivering high value at a minimum cost.


Our Client Services team



All allocated pension account enquiries can be directed to Aspire Client Services – a team of individuals who are dedicated to consistently delivering high quality service standards.

Tel: 1300 778 707
Fax: 02 4224 1901
Email: contactus@aspiremoney.com.au.