Plum Retirement Income (PRI)
An account-based pension that offers a simple and flexible way to convert your super into an income stream when you retire, or during your transition to retirement.
PRI Investment Paths
When it comes to income streams, we understand that some people like to be actively involved in investment decisions, whilst others prefer to leave it to the experts. For this reason, PRI offers choice of two different Investment Paths to suit varying levels of involvement and investment knowledge:
• Cultivator Investment Path
• Self Select Investment Path
Your PRI account can be opened as either:
- An account based pension or
- A transition to retirement account based pension
As a member of PRI, you'll enjoy:
- Regular pension payments made directly into your nominated bank account
- The ability to withdraw all or part of your balance at any time (if eligible)
- The flexibility to choose an investment strategy specific to your retirement needs
- The ability to make a reversionary, binding, or non-binidng beneficiary nomination
- Access to financial advice services
- 6 monthly pension benefit statements
- Online access so you can switch your investments at any time
- Access to annual tax and Pay As You Go (PAYG) statements where applicable
The account based pension in PRI is based on the amount you choose to invest in your account. It’s not a guaranteed income for life, so it’s important to determine whether it’s right for you.
To open a PRI account log onto your online account, call us at 1300 55 7586 from Monday to Friday between 8am to 7pm (AEST) or chat with us online.
NULIS Nominees (Australia) Limited is the trustee of the MLC Super Fund ABN 70 732 426 024 and the issuer of Plum Retirement Income product. Plum is a division of the MLC Super Fund. A Product Disclosure Statement (PDS) for the Plum Retirement Income Product is available at www.plum.com.au/PRI or by calling 1300 55 7586. You should obtain and consider the PDS for this product before making any decision about whether to acquire or continue to hold the product. Any advice or information provided is general only, and has been prepared without taking into account your particular circumstances and needs. Before acting on any advice on this website you should assess or seek advice on whether it is appropriate for your needs, financial situation and investment objectives. Any general tax information provided in this publication is intended as a guide only and is based on our general understanding of taxation laws. It is not intended to be a substitute for specialised taxation advice or an assessment of your liabilities, obligations or claim entitlements that arise, or could arise, under taxation law, and we recommend you consult with a registered tax agent. You should also remember that past performance is not a reliable indicator of future performance. The information in this document is current as at 1 July 2017. It may be subject to change into the future © NULIS Nominees (Australia) 2017.
NULIS Nominees (Australia) Limited ABN 80 008 515 633 AFSL 236465. Part of the National Australia Bank Group of Companies. An investment with NULIS Nominees (Australia) Limited is not a deposit or liability of, and is not guaranteed by National Australia Bank Limited ABN 12 004 044 937 AFSL 230686 (NAB). NAB does not guarantee or otherwise accept any liability in respect of this product.
Call us on 1300 55 7586
Outside of Australia call +61 3 9222 4800
Monday to Friday between 8am to 7pm (AEST)
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