Managed Income

Let us do the heavy lifting so you can retire with confidence

With a Managed Income account, we do all the work for you. We handle all the investment decisions and manage your account to deliver you a stable income over the long-term. All you need to do is sit back and enjoy your retirement.

What are the benefits?

Income that lasts the distance - designed to last through your retirement (targeting regular income payments until age 90)^*
Tax-free payments over 60 - Stable, fortnightly income payments, set by us
Tax-free investment earnings – your super will continue to earn you tax-free investment earnings, helping to boost your account balance
Investment expertise – your super will be managed by investment professionals with expertise to maximise your income and manage volatility
The retirement bonus – you may be eligible to boost your retirement savings, and
Access to your money – withdraw whenever you need it, however, this may impact your future income payments and how long your income will last.

Who is eligible?

Anyone who's:

Between 60-65 who has retired or stopped working for an employer, or
65 or over (even if working).

If you’re between 60 and 65 but haven’t met the criteria, you might be able to start accessing some of your super with a Transition to retirement strategy.

Find out more in the Retirement Income PDS