Superannuation

The Navigator Personal Retirement Plan is part of a complete superannuation and retirement service which provides access to a wide range of wholesale investment alternatives managed by leading fund managers as well as a range of shares listed on the Australian Stock Exchange (ASX).

The Navigator Personal Retirement Plan is designed to enable the establishment of a diversified portfolio accessing the primary investment markets of cash, fixed interest, equities and property through the various investment strategies offered.

The Superannuation Service enables the accumulation of retirement benefits while providing for payment of benefits in the event of death or disablement prior to retirement.

The Navigator Personal Retirement Plan also has a Pension Service which enables you to receive a regular pension upon retirement or while continuing to work after your preservation age. 

In specie transfer guidelines

In specie refers to the process of transferring assets without actually selling the underlying investment product. This includes shares held direct in your name, units or shares in another portfolio administration services or from retail funds.

We accept in specie transfers into the Navigator Personal Retirement Plan.

What are the benefits?

• consolidation of investments
• consolidated reporting
• removes the risks associated with time ‘out of the market’
• further discounts available on the Navigator administrator fee (for higher balances, capping and account linking)

Investments in the Navigator Personal Retirement Plan (“Plan”) must be made using the current Product Disclosure Document (PDS). Anyone wishing to invest in the Plan will need to complete the application form that will be in or accompany the PDS. The information provided on this web page is of a general nature and does not take into account the investment objectives, financial situation or particular needs of any particular person. Before making an investment decision on the basis of the above information, a prospective investor needs to consider, with, or without the assistance of a professional adviser whether the advice is suitable for their needs.  Please refer to the Product Disclosure Statement for full product details.