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Open a Rest Pension account


This checklist will help you become a member of Rest Pension.

1. Check you are eligible

To be eligible to open a Rest Pension account, you must have:
 
  • a minimum of $10,000 in super to invest
  • reached your preservation age
  • permanently retired from the workforce.
If you are still working and have met the first two requirements listed above, you can open a Rest Pension through a transition to retirement option.
 

2. Read important documents

Before opening a Rest Pension account, you are required to read and understand:
 

3. Consolidate all your super

Consider consolidating all your super funds and any lost super before opening a Rest Pension. Once you start a pension you cannot add to it. Before consolidating, speak to a financial adviser to check how this might affect your insurance, benefits and any exit fees in your current fund.
 

4. Make some decisions

You will be asked to make some decisions on:
 
  • your pension payment amount
  • frequency of payments
  • nominating a beneficiary
  • making an investment choice.

5. Complete the paperwork or Join online

Join Online

Before opening a Rest Pension account online, you will need to:

Complete the Form

Complete the application form. Once completed, send your signed application form to:

Rest Pension
Locked Bag 5042
Parramatta NSW 2124

 

This website is provided by Retail Employees Superannuation Pty Limited ABN 39 001 987 739, AFSL 24 0003, trustee of Retail Employees Superannuation Trust ABN 62 653 671 394, of which Rest Super, Rest Corporate, Rest Select, Rest Pension and Acumen are part. It contains general advice that has been prepared without taking account of your objectives, financial situation or needs. Before acting on the information or deciding whether to acquire or hold a product, consider its appropriateness and the relevant Product Disclosure Statement (PDS), which is available on this website.

Rest Advice is provided by Rest advisers as authorised representatives of Adviser Network Pty Limited AFS Licence 232729 ABN 25 056 310 699

Awards and ratings are only one factor to consider when deciding how to invest your super. Further information regarding these awards can be found at Rest.com.au/about-Rest/awards. Past performance is not an indicator of future performance. SuperRatings Pty Limited does not issue, sell, guarantee or underwrite this product. Go to www.superratings.com.au for details of its ratings criteria. For further information about the methodology used by Chant West, see www.chantwest.com.au