Bendigo Superannuation Plan
Bendigo Superannuation Plan Overview
The Bendigo Superannuation Plan offers superannuation solutions for individuals, employers and retirees. It allows you to choose from a range of investment options including cash, managed funds and individual shares on the S&P/ASX 200.
| Minimum investment | No minimum investment applies2 |
| Entry Fees | Yes |
| Ongoing Fees | Yes |
| Withdrawal Fees | Yes |
| Investment Options | 200 direct investments1 Over 40 managed fund investment options and cash |
| Ability to receive employer contributions, rollovers and government co-contributions | Yes |
| Account-based pension available? | Yes2 |
| Death cover available | Yes |
| Total and permanent disablement cover available | Yes |
| Income protection cover available | Yes |
| Contribute via BPAY® | Yes |
Some of the key benefits of investing in the Bendigo Superannuation Plan are:
- More investment options
The Bendigo Superannuation Plan provides a range of investment types including cash, managed funds and individual shares listed on the S&P/ASX 2001. It also has a pension phase, which means once you have reached your retirement age you can use your super to pay yourself an income stream.
- Protection for your lifestyle
The Bendigo Superannuation Plan offers insurance cover to protect your lifestyle; with options including:
- Death only cover; or
- Death and Total & Permanent Disablement cover; and/or
- Income Protection cover.
- Death only cover; or
- Administration & access to your account
The Bendigo Superannuation Plan works hard to ensure professional service to its members and you can access your account online to monitor or switch your investments. Reporting of your switched investments happens once the trade has taken place and your member statement is issued annually .To apply for online services contact us on 1800 033 426 or register online.
- The super plan for your whole life
The Bendigo Superannuation Plan is a complying superannuation plan and it accepts both personal and employer-sponsored superannuation contributions, you can also choose to take an income stream once you have reached retirement age2. This means the Bendigo Superannuation Plan can work for you both throughout your working life and in retirement.
- Advice through your local Bendigo Bank branch
Information about the Bendigo Superannuation Plan is available at your local Bendigo Bank branch and you can obtain advice by making an appointment with a Bendigo financial planner.
1. Listed stocks available on the S&P/ASX200 at time of purchase
2. Minimum $30,000 account balance applies for account-based pension
