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Retirement Pensions

Selfinvest.com.au allows you to invest directly into Retirement Pensions, without paying entry or exit fees.

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What are Retirement Pensions?

Retirement Pensions (formerly known as Allocated Pensions) are one of the most tax effective investment structures available to Australians. The government has given generous tax concessions to Retirement Pensions to ensure that retirees can maintain their capital for as long as possible.

Retirement Pensions are income stream products that have an account balance. This account balance increases with positive investment returns and decreases with negative investment returns, pension payments and withdrawals. Once the capital is exhausted (i.e. runs out) the pension payments will cease.



 

Important: The information contained in this website has been prepared without taking into account your objectives, financial situation or needs. You should therefore consider the appropriateness of the information, in light of your own objectives, financial situation or needs, before acting on it. Where the information relates to a particular financial product you should obtain a copy of and consider the Product Disclosure Statement for that product before making any decision.