JDFP - Diversity by Design

What is an Allocated Pension?

An Allocated Pension (or what is some times called an Account Based Pension) is the normal transition of your Superannuation account once you reach retirement age, essentially you start turning the income tap on from your Superannuation account.

Its important to note at this time that the level of income in an Allocated Pension (AP) is not connected to the performance, the level of income your draw out of the account is a set level which averages on the low end at about 5% and on the high end at 10% per year. Your investments may or may not generate this level of performance which is why it is highly recommended that you allow us to build a customised portfolio for you that will focus on this income phase of your Superannuation and the longevity of the money through your retirement

At Jason Dawson Financial Planning (JDFP) retirement is very important issue as all three of our main principles come into play, Diversity of Design, Freedom of Cover, and Simplify with Us. Call us to make an appointment to discuss your retirement needs.