WealthFoundations is a straightforward super and pension fund for people who are looking for an uncomplicated approach to their retirement arrangements. Your retirement money is managed through a master trust; meaning your funds are pooled with other investors and we manage your investment on your behalf.
Your super money will continue to be invested throughout your retirement, and it needs to keep working for you.
- Choose from 14 Investment Portfolio Strategies (IPS) managed by us. You and your adviser can mix-and-match IPS strategies to match your risk appetite
- Set-and-forget with our LifeStages strategy where we adjust your investment profile over time, while keeping you updated about any changes
- Allocate some of your investment to our guaranteed cash option, which provides comfort that the redemption price will never fall and gives you fast access to funds
Help protect from market surprises
Our built-in Foundation Assurance helps protect your investment. If you die at any age, or in some cases become totally and permanently disabled prior to age 65, we’ll top up your account (up to $250,000) if your super amount is below the amount you initially invested (after taking into account withdrawals, rollovers out, fees and costs).
Investments can drift from their target risk profile over time as the value of underlying options moves with the market. We keep on top of market movements for you, regularly rebalancing your investments to bring them back in line with your strategy.
Take control of when you are paid with pensions paid twice-monthly, monthly, quarterly, half-yearly or yearly. You can also request ad-hoc payments if needed.
Our online portal is available 24/7 and allows you to make any changes or to check how your pension is tracking.
WealthFoundations Super and Pension Product Disclosure Statement >