Rollover and Account-Based Pension Plans
The Local Government Rollover Plan is designed for people who wish to invest all or part of their Local Government Super benefit or other monies in the tax-effective superannuation environment.
This information outlines the main features of the Scheme. It is not intended to be a substitute for the rules governing the scheme, which are detailed in the Trust Deed.
A product disclosure statement (PDS) helps you understand more about a product so you are able to make an informed decision about which ones to invest in.
Information in a PDS
A PDS sets out:
- features of the product
- fees that apply
- the benefits and risks of investing
- commissions that may affect your returns
- information about complaints handling and cooling off rights
- other information that is material to your decision to invest.
Please note where a supplementary PDS (SPDS) and/or incorporated material in the form of fact sheets exist for the PDS, the PDS and fact sheets should always be read in conjunction with the SPDS. The latest SPDS details any changes that may have occurred subsequent to the issuing of the PDS.
Rollover and Account-Based Pension PDS
Prior to making an application to join either of the Plans, you should read the whole of this document.
The PDS for the Account-Based Pension Plan and the Rollover Plan can be found by clicking one of the links below.
Local Government Rollover and Account-Based Pension PDS
Performance information