Contents
Important changes to your account If you have an account in ClearView Superannuation and Roll-overs, ClearView Pension Plan, ClearView Managed Investments, ClearView Roll-Over Bond or ClearView Savings Bond, you would have received a Significant Event Notice from us in April telling you about changes to your account in May. After a comprehensive review of the product features, investment options and fees for these products we are making some changes. It’s important to us that all our members continue to enjoy competitive features that are value for money from their investment so a key objective of this review was to ensure that members receive lower ongoing fees and costs. ClearView Superannuation and Roll-overs and ClearView Pension Plan members are being transferred to ClearView WealthFoundations Super and Pension on Thursday 19 May 2022. The transfer to WealthFoundations will deliver better value and outcomes to members as a result of the transfer to a contemporary product. ClearView Managed Investments, ClearView Roll-Over Bond and ClearView Savings Bond will receive lower ongoing fees and costs and changes to investment options. You do not need to take any action. These changes will happen automatically. Please refer to the Significant Event Notice ( SEN ) that was sent with our letter in April. The SEN outlines the important changes to your particular account. More information and frequently asked questions are on our website at clearview.com.au/SuperTransfer . Managing your account is easy with online access Managing your ClearView super, pension and investment accounts is easy with online access. The ClearView Portal is simple to use and gives you secure access to your accounts anytime. You can: • Review your account balance, transactions and unit prices • Update your personal details • Contribute to your super • Update your pension payment details • And more!
Important changes to your account
2
Three ways to help ensure your life insurance is protecting you and your family More to give: Why some older Australians want to work but can’t
4
6
8
Managing inflation
Markets performance subdued as rate hikes spook investors
12
ClearView Life Nominees Pty Limited ( CLN ) ABN 37 003 682 175 AFSL No. 227683 RSE Lic No. L0000802 as Trustee for the ClearView Retirement Plan; ClearView Life Assurance Limited ( CLAL ) ABN 12 000 021 581, AFSL No. 227682, the issuer of ClearView life insurance products; and ClearView Financial Management Limited ABN 99 067 544 549 AFSL No. 227677 ( CFML ) the responsible entity for ClearView managed investment schemes, (collectively ClearView). The information in this newsletter is intended to be general information only and has been prepared without taking into account any particular person’s objectives, financial situation or needs. Please note that CLN is not authorised to provide financial product advice. Before acting on the information in this newsletter, you should consider the appropriateness of the information having regard to your personal objectives, financial situation or needs. ClearView recommends that you obtain personal financial advice and read the relevant Product Disclosure Statement before making any decision about a product. This information does not in any way constitute tax or legal advice and before relying on this information, you should seek independent expert advice. While we have taken all care to ensure the information in this newsletter is accurate and reliable, to the extent the law permits we will not assume liability to any person for any error or omission in the newsletter however caused. Call (02) 8095 1494 for editorial enquiries.
2 • Viewpoint Edition 2 2022
Powered by FlippingBook