ClearView's divestment of its wealth management business
ClearView has publicly announced its intention to exit from the wealth management business and focus on Life insurance.
On 14 December 2023, ClearView Life Nominees Pty Limited retired as trustee of:
- ClearView WealthFoundations Super and Pension; and
- ClearView WealthSolutions Super and Retirement Income,
and was replaced as trustee by Equity Trustees Superannuation Limited.
On 31 January 2024 ClearView Financial Management Limited (CFML) was sold to Human Financial Pty Limited. CFML was, and still is Responsible Entity for:
- ClearView Managed Portfolios;
- ClearView Managed Investments; and
- CFML Managed Funds,
and operator of: - ClearView WealthSolutions Investments Investor Directed Portfolio Service.
Consequently, the above products are now issued by entities that are not part of the ClearView Group.
Many people don’t think much about their superannuation fund. But super was designed to help Australians grow their wealth: it makes saving easier, is often tax-efficient, and gives members the chance to invest in a wide range of investments.
ClearView WealthFoundations Super and ClearView WealthSolutions Super are issued by Equity Trustees Superannuation Limited (ETSL) as Trustee for the ClearView Retirement Plan.
ClearView WealthFoundations Super
Want to keep a clear head? WealthFoundations is designed for members looking for a straightforward super product with a range of investment choices. And it comes packed with the following features:
- Access to professionally-managed investment options, including diversified, asset class specific, active and index options.
- The Guaranteed Cash facility provides security of capital.
- You can use your WealthFoundations Super account to pay for life insurance premiums.
- A fee discount for eligible accounts.
- 24/7 online access to your super account via your ClearView portal. You can also transact over the phone via our friendly Service Centre.
- Choose how you want to correspond: online or print.
ClearView WealthSolutions Super
WealthSolutions is an investment platform designed for members wanting choice, and the flexibility to design a portfolio that suits their objectives, financial situation or needs. Features include:
- A range of investment options, including managed funds, managed portfolios, Australian and international listed securities and term deposits.
- Tax-effective management with tax calculated at account rather than fund level.
- A fee discount for eligible accounts.
- Online access to your account via the online InvestorHUB or MyHUB app.
Retirement Income Planner
Are you on track for the retirement income you want?
Estimate your income in retirement with ASIC's Moneysmart Retirement Planner.
Time needed : About 5 minutes.
Information to have ready : Your current super balance and annual salary information.