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Personal Allocated Pension Plan

In simple terms the Allocated Pension Plan provides a regular income in retirement from your investment. The Government sets a formula that determines the minimum and maximum yearly pension entitlement allowed.
Types of Contributions Accepted:

Eligible Termination Payments
Unrestricted non-preserved transfers and rollovers from other superannuation funds.

The minimum contribution amount is $10,000.

Allocated Pension Plan members may be eligible for tax concessions. Please refer to the Product Disclosure Statement for further information.



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