Australian Retirement Trust Super Review

Australian Retirement Trust’s default lifecycle Investment Strategy High Growth Pool superannuation product (MySuper option) currently charges $417.20 per year (on a $50,000 balance). This is made up of:

• $1.10 per week administration fee
• 0.10% p.a. of account balance (on the first $500,000 of your account balance) administration fee and 0.06% from general reserves.

The default lifecycle Investment Strategy High Growth Pool also charges:

• 0.51% p.a. investment fee
• 0.05% p.a. transaction fee

Australian Retirement Trust has a historic 1 year investment performance of 9.2% for its lifecycle Investment High Growth Pool product. ART has also seen a 10 year return of 10.1% p.a. for the Lifecycle High Growth Pool product.

Australian Retirement Trust pays a super retirement bonus.

Australian Retirement Trust super members must be invested in a super product for a minimum of 12 months, have money in an Accumulation account or Transition to Retirement Income account and are using that money to start a Retirement Income account or Lifetime Pension, to be eligible for the retirement bonus.

Australian Retirement Trust retirement bonus value depends on how much money you transfer to a Retirement Income account and/or Lifetime Pension, you could get a bonus of up to $10,500.