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Starting your pension with Mercer

All you need is $10,000 in your super to open a pension account with Mercer. Our pension solution is designed to provide you with a regular, flexible and tax-effective income to fund your retirement. Once you're set up:

  • You'll receive regular pension payments monthly, quarterly or annually – you can choose
  • Your remaining balance is invested to help you boost your savings
  • Your investment earnings are tax-free, which means more in your pocket for lifestyle expenses and savings
  • 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.
 

MANAGING YOUR PENSION, WHENEVER AND HOWEVER YOU WANT

  • Manage your account online anytime, just log in
  • Choose from over 35 carefully selected investment options; the Mercer Direct option gives you access to term deposits, exchange traded funds 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.

Get advice

Before you make any decisions, it's a good idea to speak to an accredited professional to determine the best approach for you. Speak to a Mercer financial adviser today.
 

Phone
Mercer Super Trust: 1800 682 525
Calling from Overseas: +61 3 8306 0900

8.00am - 7.00pm
Monday - Friday (AEST/AEDT)


Financial Advice: 1800 682 525

8.30am - 5.30pm
Monday - Friday (AEST/AEDT)

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Melbourne

727 Collins St, Melbourne VIC 3008
GPO Box 9946 Melbourne VIC 3001
+61 3 9623 5555

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