ClearView's divestment of its wealth management business
ClearView has publicly announced its intention to exit from the wealth management business and focus on Life insurance.
On 14 December 2023, ClearView Life Nominees Pty Limited retired as trustee of:
- ClearView WealthFoundations Super and Pension; and
- ClearView WealthSolutions Super and Retirement Income,
and was replaced as trustee by Equity Trustees Superannuation Limited.
On 31 January 2024 ClearView Financial Management Limited (CFML) was sold to Human Financial Pty Limited. CFML was, and still is Responsible Entity for:
- ClearView Managed Portfolios;
- ClearView Managed Investments; and
- CFML Managed Funds,
and operator of: - ClearView WealthSolutions Investments Investor Directed Portfolio Service.
Consequently, the above products are now issued by entities that are not part of the ClearView Group.
Setting up a pension can be a daunting task. After all, you’ve been saving through your working life, and now is the time to put those savings to work. ClearView WealthFoundations Pension and ClearView WealthSolutions Retirement Income are issued by Equity Trustees Superannuation Limited and are designed to offer choice and flexibility so you and your adviser can set up the pension that works best for you.
ClearView WealthFoundations Pension
Want to keep a clear head? WealthFoundations is designed for members looking for a straightforward retirement product with a range of investment choices. And it comes packed with the following features:
- Access to professionally-managed investment options, including diversified, asset class specific, active and index options.
- The Guaranteed Cash facility provides security of capital.
- A fee discount for eligible accounts.
- 24/7 online access to your pension account via your ClearView portal. You can also transact over the phone via our friendly Service Centre.
- Choose how you want to correspond: online or print.
ClearView WealthSolutions Retirement Income
WealthSolutions is an investment platform designed for members wanting choice, and the flexibility to design a portfolio that suits them. Features include:
- A range of investment options, including managed funds, managed portfolios, Australian and international listed securities and term deposits.
- Tax effective management with tax calculated at account rather than fund level. (Note that this is only relevant if you are below 60 years and tax is applicable on your balance).
- A fee discount for eligible accounts.
- Online access to your account via the online InvestorHUB or MyHUB app.
Retirement Income Planner
Are you on track for the retirement income you want?
Estimate your income in retirement with ASIC's Moneysmart Retirement Planner.
Time needed : About 5 minutes.
Information to have ready : Your current super balance and annual salary information.