Allocated pension

Compass allocated pension



The Compass allocated pension is part of the Compass Superannuation Master Trust (Pension Division) and features a non-commutable option which enables advisers to tailor a tax effective solution to meet their clients' retirement objectives.

Investors and advisers can select a range of investment options from Australia’s leading ASX listed companies and fund managers to tailor a retirement strategy that best suits individual circumstances and requirements.

Advisers can nominate the level and frequency of payments they wish their clients to receive (within prescribed limits determined by legislation).

Members of the Compass allocated pension will receive regular communication and easy access to up-to-date information through an online service which enables members to view account balances, investment details and general information.

For the latest product disclosure statements (PDSs) and forms, click here.