Types of ClearView accounts
ClearView offers personal super funds with a choice of investment portfolio as well as retirement funds.
ClearView provides the below benefits to their members:
- Competitive investment performance
- Flexible investment options
- Low cost and transparent administration fees
- Insurance in super available for death cover (life insurance), and total and permanent disability (TPD) cover
- Over-the-phone financial advice available
- Easy online account access
Eligibility to join ClearView
To apply for a ClearView fund, you may need to be able to satisfy the following criteria:
- You must be an Australian resident
- You must be over 18 years of age
- You must be earning at least $450 before tax per month from an employer
If you are under the age of 18, but earning more than $450 before tax per month, you may need to be working more than 30 hours per week to qualify for super.
ClearView Superannuation FAQs
Yes, ClearView has a dedicated online portal for super fund members. You can view your account balance online, access statements for your account, download super fund information and more. Access the online portal here.
ClearView provides a variety of investment options ranging from conservative to high growth options. Further, you can also invest up to 15% of you fund in one or more specialised portfolios. These include:
- Lifestage Option
- Australian Shares
- International Shares
- Index Shares
- Conservative Growth
When choosing an investment option, it is important to take into account your investment time frames and goals, and your personal risk tolerance for market fluctuations. Learn more about how to choose between different investment options on the Canstar website.
Yes, ClearView offers a consolidation services for members.
It’s important to check with your previous super funds for information regarding costs such as exit fees and insurance cover you may lose if you switch super funds. If you have any questions or concerns about the rollover process, contact ClearView.
Be sure to check these nine things on your superannuation statement:
- Personal details are up-to-date
- Nominated beneficiaries are up-to-date
- Tax File Number (TFN) is recorded
- Super contributions from employer and/or your voluntary contributions are correct
- Investment asset class choices are appropriate for your life stage
- Amount paid in fees for the year is not too high
- Insurance in super is still adequate coverage for your needs
- Super is consolidated. Beforehand, check whether there is insurance or any other benefits attached to the account that you may lose and you’re comfortable to do so
- The big picture – are you happy with your super fund overall?
ClearView was launched in 1976, with a relaunch in 2010. Originally a registered life insurer called NRMA Life, they focused on providing insurance to customers of the NRMA. However, over time they have expanded to become a diversified financial services company. Today they manage some $2.5 billion in funds for their clients, and their 243 financial advisers provide management and advice for a further $8.9 billion.