MANAGE YOUR RETIREMENT YEARS
Our comprehensive retirement solution helps you turn your super savings into a regular income stream with ease. We can also help you seamlessly transfer from Allan Gray Superannuation or your current superannuation provider.
COMPETITIVE FEES WITH YOUR FUTURE IN MIND
Fees that you control
We give you the ability to control your administration fees as well as your transaction costs. You also have a choice when it comes to investments and therefore can control those fees too. Use our calculator to see how.
No preferential treatment
It's important to us that everyone is able to access the same fee levels. That's why for the same dollars invested, everyone accesses the same competitive rates. We are unwavering in this approach, which may be considered contrarian to others.
Structured with your future in mind
With technology changing at such a fast pace, there are likely to be future savings. Keeping fees unbundled, ensures it’s easier to pass on those savings to you. See here how you can structure your investments to determine the administration fees you pay.
Breaking down complexity, fee by fee
It's true. Fees are complex, but that’s because there are so many components, some of which you may never incur, but all of which you need to understand. We have created a Fee Hub to ensure you understand all of the different fees.
A BROAD RANGE OF INVESTMENT OPTIONS
Allan Gray Australia Funds
Take advantage of our time tested contrarian philosophy.
Our focused range of around 70 managed funds gives you the choice you're looking for, without confusing you with too many options. Take a more detailed look.
Gain access to the full range of ASX shares on the All Ordinaries Index, plus a range of Exchange Traded Funds (ETFs)
For greater security and certainty, find the terms you're looking for from six term deposit providers
All investments carry risks. For more information refer to the disclosure documents.
STRUCTURE YOUR INCOME PAYMENTS YOUR WAY
Flexible regular income payment options
With Allan Gray Retirement, you can choose the amount, month and frequency of your income payments. Whether it be monthly, quarterly, half yearly or annually, we will ensure that your income is paid directly to your nominated bank account on or before the 25th day of the month.
Withdraw lump sums
Where permitted, you may make a lump sum withdrawal at any time, however it is important to remember that there are certain requirements you have to comply with. It is also important to understand that any withdrawals can impact future income payments.
You can change the amount or frequency of your income payments conveniently online via our Secure Online Portal You can also use the portal to make a lump sum withdrawal.