ClearView Superannuation and Roll-Overs
ClearView Superannuation and Roll-overs is a superannuation product that helps you save for your retirement or "park" your super just before retiring.
What are the benefits?
- Helps you save for retirement in a tax-effective environment
- All contribution types accepted, including employer, personal or spouse and government co-contributions
- Consolidate employment termination payments and your superannuation monies into the one fund
Why choose ClearView Superannuation and Roll-overs?
- ClearView has a simple approach to fees. There are no entry fees, no exit fees, no switching fees - just one management fee. There are also transaction costs of investing, such as brokerage costs, that are applied simply through the unit price. These are fully explained in the 'fees and other costs' section of the PDS which you should read.
- ClearView has a range of Investment Options to choose from to suit your own investment style and goals.
- ClearView Investment Philosophy allows you access to leading investment managers so your money can be diversified both across and within the major asset classes as well as diversification across investment managers.
- No minimum investment amount, additional investment or balance so you can start immediately and add to your savings easily.
- Contributions can be made at any time, or via the monthly regular savings plan.
- The Pre-Retirement Service enables people close to retirement to consolidate their superannuation money prior to purchasing a pension/annuity.
Important information about ClearView Superannuation and Roll-overs
Product Disclosure Statement and Additional Information
Click here to obtain a printer-friendly version of the current Product Disclosure Statement (PDS) for the ClearView Superannuation and Roll-overs.
Click here for the Additional Information. The information in the Additional Information is deemed to be included in the PDS.
Application Forms and other Forms
If you wish to invest into the ClearView Superannuation and Roll-overs you may need to complete one or more of the following Forms. If you require assistance on completing the Forms, please contact ClearView on 132 977.
Click here for an Application Form for the ClearView Superannuation and Roll-overs.
Click here for an Application Form for the ClearView Superannuation and Roll-overs - Insurance.
Click here for a Binding Death Benefit Nomination Form for the ClearView Retirement Plan - ClearView Superannuation and Roll-overs and ClearView Pension Plan.
Click here for a ClearView Family Fee Discount Election Form.
Click here for an Indentification Form: Individuals and Sole Traders.
Click here for a Transfer Request and Authority Form ClearView Retirement Plan.
You can also obtain a PDS, Additional Information and any of the Forms by contacting ClearView on 132 977.
Use BPAY to make additional ClearView Contributions
Continuous Disclosure Obligation
There is currently no update.
Product Information Update
There is currently no update.
ClearView Retirement Plan - Annual Report
Click here to obtain a printer-friendly version of the 2011 Annual Report for the ClearView Retirement Plan. You can also obtain a copy of the Annual Report by calling ClearView on 132 977.
Click here to obtain a copy of the previous 2010 Annual Report.
Click here to obtain a copy of the previous 2009 Annual Report.
You should read the PDS and Additional Information when deciding whether to acquire and continue to hold ClearView Superannuation and Roll-overs issued by ClearView Life Nominees Pty Limited ABN 37 003 682 175 ASF Licence No. 227683 RSE Licence No. L0000802 as Trustee of the ClearView Retirement Plan RSE Registration No. R1001624.
