Russell Private Active Pension
Retirement today looks very different to what it did even ten years ago with people now redefining their lives leading into and throughout their retirement years. This may mean staying active in a more flexible work environment, embarking on a new career or giving back through volunteer work.
An innovative solution from Russell
In light of this, we’ve designed the Russell Private Active Pension, which provides extra flexibility by combining a Pension Account and a Contribution Account into the one product. This is handy because superannuation legislation prohibits further contributions or rollovers being made to an established pension. It also means that whilst receiving income from the pension, eligible investors can continue to build their superannuation through the linked Contribution Account and access Russell’s multi-manager investments at the same time – paying the fees of just one account.
As a member of the Russell Private Active Pension you can:
- Build your super and receive an income from the one account
- Establish as many income streams as you need
- Pay a single investment management fee - all fees and charges are rolled into one
- Lower your fees – by investing more or linking accounts
- Access to Russell’s institutional-quality multi-manager portfolios
Straightforward fees
To make things simple, you will pay only investment management fees when you invest in the Russell Private Active Pension.
The Russell Private Active Pension has:
- no administration fees
- no establishment fees
- no contribution fees
- no withdrawal fees
- no termination fees
- no fees to move between the Contribution and Pension Accounts
- no fees associated with the Contribution Account.
Russell investments
Through the Russell Private Active Pension you gain access to a level of investment expertise that until recently was reserved only for large corporate investors. Russell uses a proprietary investment process building layer upon layer of diversification to better manage risk.
Find out more about our investment approach.
Find out more about the benefits of the Russell Private Active Pension
Russell Private Active Pension – how it works
 |
|
| Contribution Account Accepts all types of contribution. No minimum for additional investments. Flexible ways to contribute No account keeping fees. | Pension Account Establish multiple pension accounts. No tax on earnings. Flexible payment options. Adhoc withdrawals. Tax free withdrawals after age 60. |
How to invest
You can start a Russell Private Active Pension with $50,000 or more.
- Download and read the Russell Private Active Pension Product Disclosure Statement (PDS). If you have any questions about Russell Private Active Pension please talk to your adviser, call Russell on 1800 300 353 or email russellpension@russellsuper.com
- If you would like to invest in the Russell Private Active Pension complete and sign the application form found at the back of the PDS. Read the checklist on page 3 of the application form, to ensure you have completed and attached all appropriate documentation.
- Send your completed application to Russell Private Active Pension.
- To participate in the Russell Private Active Pension, you will be required to provide proof of identity. For more information on this, please view our 'Protecting your super' fact sheet
Call Russell on 1800 300 353
Email: russellpension@russellsuper.com
PDF Downloads