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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

Simply call for an expert to guide you through the opening process over the phone:
Call 1300 652 059 
9am – 5pm (AEST) Monday to Friday

Or if you’re comfortable with managing the various financial requirements to complete the paperwork yourself:
PhoneComplete 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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