Who can open an RI Allocated Pension account?

In most cases, you can open an RI Allocated Pension account if:

• You are eligible for an immediate payment of a benefit from your super. You can generally access your super if you meet a condition of release - e.g. you are retiring permanently and have reached your Commonwealth preservation age¹
• You have a minimum entry amount of $30,000 to invest

A $1.9 million transfer balance cap applies on the total amount of accumulated super that you can transfer into a tax-free retirement account, such as our RI Allocated Pension.

If you have any queries about whether you are eligible, please call us on 13 43 72.

How to open an account

To open an account, download the Retirement Income Pension Product Information Booklet and application form. We also provide step-by-step instructions on how to complete the application form.

Find out more about RI Allocated Pension

1 Your Commonwealth preservation age depends on your date of birth. Find out more about Commonwealth preservation age.