Allocated Pension Division (APD) helps you boost your pension savings. Contact Mercer Super now to find out more about APD.

ALLOCATED PENSION

LIVE THE RETIREMENT YOU DESERVE

When you reach age 65 – or retire any time after your preservation age – you can choose to take your super as a lump sum or you can manage it through a pension account. Mercer’s pension solution (we call it the Allocated Pension Division or APD) is designed to provide you with a regular, flexible and tax-effective income to fund your retirement.

HOW IT WORKS

  • Mercer’s APD can help you manage your pension in retirement
  • All you need is $10,000 in your super to open an account
  • You’ll receive regular pension payments from your account; monthly, quarterly or annually
  • At the same time you’re receiving your regular pension payments; your remaining balance is invested to help you boost your savings.
  • Your investment earnings in this product are tax-free; which means more for you and not the ATO
  • If you invest in ASX listed shares through our Mercer Direct option then any capital gains you realise will also be tax-free
  • And, you won't pay tax on pension payments from age 60.

BENEFITS OF THE APD

  • Manage your account online anytime, just log in.
  • Choose from over 40 carefully selected investment options; the Mercer Direct option gives you access to term deposits and ASX shares
  • Access to our dedicated Helpline to answer any questions you may have
  • Update your beneficiaries to ensure your money goes to the right people when you pass away
  • Get great advice to help ensure you enjoy the retirement you’ve worked hard for
  • If you’re an existing customer, you’ll experience a seamless transition to our pension division.

HOW TO OPEN A PENSION ACCOUNT
WITH MERCER

Commence your application online, call to speak to an expert who can guide you through the process over the phone, or download the application form. 

Download an application form

You will also need to provide:
-A completed rollover form if you’re not a Mercer Super customer
-Photo ID
-A Tax File Number declaration form, available from the Australian Tax Office.

THE LEGAL INFORMATION

Contact Mercer Super AU for all of your superannuation and financial planning queries.

Mercer Super Trust: 1800 682 525, +61 3 8306 0900
Pension: 1800 671 369, +61 3 8306 0906

8am - 7pm (AEST/AEDT), Monday - Friday




Mercer Super Australia has offices in Melbourne, Glen Waverley, Sydney, Paramatta, Canberra, Brisbane, Adelaide and Perth.


Select your closest office location:

Adelaide
Brisbane
Canberra
Melbourne
Parramatta
Perth
Sydney
Wheelers Hill
Contact a Mercer Super AU adviser for any corporate superannuation and financial planning queries.

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Write to us:

Mercer Super Trust

GPO Box 4303

Melbourne VIC 3001