Monday, 03 August 2015 15:45



Retirement Savings Account (RSA) Pension Fund

Retirement is an exciting time of life. Hunter United have a range of accounts to help you manage your money as you transition into retirement and throughout your retirement.

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Hunter United’s Retirement Savings Account (RSA) Pension Fund is a complying account based pension designed to convert your Super into a tax effective income stream – creating your own pension.

Your RSA Pension Fund is a cash based investment that is capital guaranteed so it’s protected from negative returns. You decide how much income you wish to receive each year and how often you receive your payments. Other features include:

  • No commissions paid to 3rd parties
  • No entry fees
  • No management fees
  • Low ongoing fees – $10 per month
  • Concessional tax treatment
  • Payments can be monthly, quarterly, half yearly or annually
  • Transition to Retirement option available
  • Option to choose either variable or fixed term interest rate
  • Invests your money at low risk, locally
  • Easy to use online account

The average annual effective rate of return paid by the RSA Pension Fund is summarised below. *Please note, past performance should not be taken as indicative of future performance. The rate of return is not guaranteed:

PAST PERFORMANCE (net of tax)*
  Annual effective rate of return (%) 5 year Compound Average returm (%)
  2013 - 2014 2014 - 2015 2015 - 2016 2016 - 2017 2017 - 2018 1 July 2013 - June 2018

Allocated Pension Example 100k

2.792% 2.646% 2.229% 2.000% 2.000% 2.333%




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