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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.
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Types of Contributions Accepted:
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Eligible Termination Payments |
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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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Research and Term Deposits

(Advisers Only)
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