Health Super Pensions – plan today, party tomorrow

Are you thinking about retirement? No matter what your situation, Health Super offers 2 types of pensions that may suit your individual needs. Find out which pension is right for you.

 

are you permanently retired?

A Health Super Account Based Pension is a flexible and tax-effective way of providing regular income in retirement. This is suited to people who have retired permanently from the workforce and want a tax-effective pension that still allows them to access their capital at any time. 

over 55 and still working?

With a Health Super Transition to Retirement Pension you can get your hands on your preserved super money as a tax-effective income stream without the need to retire first.

It’s ideal for people aged 55 or over who want to keep working but need a little extra to supplement their income.

 

great value – 7 great reasons to choose a Health Super Pension

1. tax-effective income stream
2. investment earnings are tax free
3. flexible payment options
4. ongoing quality financial planning advice about your Pension
5. wide choice of investment options
6. ability to draw down additional lump sums (only with an Account Based Pension)
7. low management fees. 1% of pension balance capped at a maximum of $4,000 pa*
8. click here to find out more about the benefits

 

*Please refer to Health Super’s Pension Product Disclosure Statement for more information about fees, charges, returns and Pension products.

  

how do I apply for a Health Super Pension?

To apply for a Health Super Pension, first make sure you have read and understood all the ins and outs of the Account Based Pension or Transition to Retirement Pension. Simply download the Health Super Pension Product Disclosure Statement, then complete the application form at the back of the booklet. 

 

the ins and outs – managing your Health Super Pension account

Whether you prefer the Internet, telephone, email or fax, managing your Health Super Pension account is easy.

To find out the answers to the following questions, such as how do I... ?

• set up an account?
• what’s the minimum investment I can make?
• what money can I use to invest?
• rollover funds from another institution?
• switch between Member Investment Choice options?
• receive a pension payment?
• make a withdrawal?
• cancel a request?
• change my personal details?
• nominate a person to receive my benefits when I die?

 

Download Health Super’s Pension Product Disclosure Statement, and find out about all the details. Read the frequently asked questions other Health Super members have asked.

 

important: from 1 July 2007 the changes to superannuation impacted the treatment of Pension products. Please refer to our Budget fact sheet, or Health Super’s Pension Product Disclosure Statement