To provide superannuation funds and their trustees with a solution for their retiring members that delivers dependable lifetime income through simple, intelligent use of account-based pensions, while strongly supporting all facets of the Retirement Covenant.
A retirement system where members come first: straightforward fund choices and solutions that strongly support savings lasting lifetimes, reduce reliance on the Age Pension, and make confident decisions the norm.
• Outcomes Driven: Every investment decision is judged by its impact on member retirement income.
• Simple: Retirement income management that is easy to understand.
• Lifetime Resilience: Support for members which strongly addresses longevity, inflation and investment risks
• Independence & Dignity: Support for members which promotes independence, but which also dynamically allows for support from the age pension .
• Teach While Serving: Plain-English education embedded in every member interaction.
• Evidence-Led & Disciplined: Prudent risk management, transparent methods, fair fees.
• Legacy Mindset: Consider bequests and family goals alongside income needs.
• Trust & Accountability: Clear reporting, member safeguards, and fiduciary care.
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