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The Strategy Allocated Pension Division is part of the Strategy Retirement Fund and provides a simple yet flexible way for you to invest your superannuation savings and draw a regular and tax effective income in retirement. The Strategy Allocated Pension features a non-commutable option which enables you and your Adviser to tailor a tax effective solution to meet your retirement objectives. Your Financial Adviser can select a range of investment options from Australia's leading fund managers to tailor a retirement strategy that best suits your individual circumstances and requirements. Together with your Adviser you will be able to nominate the level and frequency of payments you wish to receive (within prescribed limits determined by legislation). As a member of the Strategy Allocated Pension Division you will receive regular communication and easy access to up to date information through an online service which enables you to view your account balance, investment details and general information. |
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