Suncorp WealthSmart Pension

Suncorp WealthSmart® Pension

Your comprehensive pension account, offering flexibility and support.

Stay in control with easy access and payment options

You can access your pension account online whenever you feel like it. Through our secure website you can update your details, view your account balance and switch between investment options at any time. You can also choose to receive your regular payments monthly, quarterly, half yearly or yearly. If you’ve reached retirement age but aren’t quite ready to quit the workforce, the transition to retirement feature lets you access your super benefits as a tax-effective income stream while you continue to work.

Flexible investments for your retirement

Our investment options are designed to suit your changing needs. We offer broad investment options custom built by investment specialist Ibbotson Associates. You also can nominate which investment options you’d like your pension payments drawn from.

Protect your family’s future

Suncorp WealthSmart pension account has extra benefits to protect your loved ones. We offer a non lapsing death benefit nomination, which means you don’t have the hassle of updating your benefit nomination.

Low fees with family linking discounts

Suncorp WealthSmart offers competitive fees and even discounts on larger balances. You can also receive a discount on fees by linking multiple Suncorp WealthSmart accounts, including those of your family members.

Administration fee 0.76% - 1.31% pa of your account balance^.
Administration fee discount

0.10% pa for amounts between $100,000 and $250,000.
0.50% pa for amounts in excess of $250,000.

(excludes investments in Suncorp WealthSmart 
Term Deposits)

Investment fee Depends on the investment option(s) you select
Ranges from 0.00% to 1.87% pa.

Other fees and costs may apply. Refer to the Product Disclosure Statement (PDS) and Product Guide for more information.
^The percentage administration fee applied to a member’s Suncorp WealthSmart Pension account will vary depending on the date the account was opened.  Please refer to the PDS or Product Guide for more information.

For more information or before making any decision you should read the Product Disclosure Statement for Suncorp WealthSmart. Other fees and costs may apply in addition to those shown above.

Talk to a Suncorp retirement specialist

Be secure in your retirement planning and talk to a Suncorp retirement specialist. Book a free appointment with a Suncorp Financial Planner or simply call 13 11 75 and talk to our Retirement Specialists about a Suncorp WealthSmart pension account.