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Westpac Flexible Income Plan

For more information
call 131 817

 

Product overview

A tax-advantageous way to invest unrestricted non-preserved super or rollover funds and receive regular income payments. Offers access to a range of investments within the one package
Choice of investment options:

• Contribution fee¹ – 3% contribution fee applies to each investment but no withdrawal fee
• Nil contribution fee² – no contribution fee, but withdrawal fee applies to each withdrawal during the four years following the investment of each contribution

Details
View and compare funds	Product Disclosure Statement 2007 Annual report (PDF 3.55MB)
Historical performance:  Contribution fee funds1  Nil contribution fee funds2	Nomination of Beneficiaries form (PDF 84KB)
Buy - Sell Differentials	Withdrawal form (PDF 70KB)

Features
Minimum initial investment	$10,000
Minimum withdrawal/balance	None
Transaction3 fee (first four transactions in any financial year are free)	$26.004
Administration fee	$76.10 yearly4

1. Contribution funds may also be referred to as 'Entry fee funds'.
2. Nil Contribution funds may also be referred to as 'Nil entry fee funds'.
3. A transaction includes a withdrawal, switch, change in the amount or frequency of your regular income payment.
4. This fee increases on 1 July each year in line with the Consumer Price Index.

 

 

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