Telstra Super RetireAccess

Telstra Super Personal Plus

Telstra Super RetireAccess® has been designed to offer you a flexible, tax-effective income stream in retirement or even while you are still working using a Transition to Retirement strategy.

 

Key features  

                                                               
Competitive fees  A low administration fee of 0.6% pa with a fee rebate on the
    portion of your balance over $500,000 
 Competitive investment management fees 
 No entry or exit fees 
 No commissions 
Investment choice   Offers a broad range of investment options for the conservative
    through to aggressive investor 
 Four free investment switches each financial year
Flexible income   Choose your level of income providing you continue to meet
    minimum requirements 
 Choose monthly, quarterly or annual income payments 
Tax advantages   Tax-free if you're aged 60 or over
 Possible 15% tax offset for the under 60's
 Tax-free investment earnings
Membership benefits   Financial advice at no additional cost
 Regular member magazine and informative e-publications 
 Free educational seminars
 Your family can join Telstra Super 

How to apply

To join Telstra Super RetireAccess:

1.  Download and read the Telstra Super RetireAccess Product Disclosure Statement (781kb).
2.  Download and complete the Application Telstra Super RetireAccess (108kb)

Alternatively, you can Request an information kit. The kit contains product information and an application form, and will be posted to you in two days.

 Telstra Super RetireAccess Product Disclosure Statement

For more information

For more detailed information on Telstra Super RetireAccess download the Telstra Super RetireAccess Product Disclosure Statement (781kb).