Allocated Pension Wrap Accounts

Selfinvest.com.au allows you to invest directly into leading Allocated Pension Wrap Accounts without paying entry or exit fees.

If you can not find the investment option you are looking for you may want to use our find a fund search facility or contact us on 1300 780 690.

Select from the list below:

Product Disclosure Statement

Download
Prospectus/PDS
(PDF format)

Order
Prospectus/PDS
(by mail)

AMP Flexible Lifetime –
Allocated Pension / Term Pension
(Over 65 Managed Funds)

N/A

Add to Order

AXA Generations Personal Pension
(Over 25 Managed Funds)

N/A

Add to Order

BT Lifetime – Allocated Pension
(Over 35 Managed Funds)

N/A

Add to Order

Colonial First State First Choice Pension
(Over 70 Managed Funds)

Add to Order

ING One Answer Pensions
Allocated Pension / Term Allocated Pension
(Over 35 Managed Funds)

Add to Order

IOOF Portfolio Services – Standard Allocated Pension and Term Allocated Pension
(Over 90 Managed Funds & Direct Shares)

N/A

Add to Order

Navigator Personal Retirement Plan
Superannuation Service / Pension Service
(Over 170 Managed Funds & Direct Shares)

N/A

Add to Order

Perpetual WealthFocus Super Plan & Pension Plan
(Over 50 Managed Funds)

Add to Order

Summit Personal Pension
Allocated Pension / Term Allocated Pension
(Over 200 Managed Funds & Direct Shares)

N/A

Add to Order

 

What are Allocated Pension Wrap Accounts?

Allocated Pension Wrap Accounts make investing easy by providing you with a wide range of investment options all through one account.

An allocated pension wrap account is a portfolio administration service that provides you with the following benefits:

  • You have a broad choice of investments.
  • You can switch between investments.
  • Some allocated pension wrap accounts allow you to purchase direct shares within your portfolio.
  • You have greater flexibility in managing your funds.
  • You have internet access to your portfolio.
  • You will receive reports that record and track all the investments.
  • You will receive consolidated tax reporting.