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Join today*TTR stands for Transition to Retirement Income account.
For the Balanced Risk-Adjusted option for periods up to 30 June 2024, investment returns for this option are after administration fees and costs, investment fees and costs, transaction costs and where applicable, investment taxes. From 1 July 2024 investment performance is after investment fees and costs, transaction costs and where applicable, investment taxes, but before administration fees and costs. Balanced Risk-Adjusted returns are calculated based on the valuation date unit price.
This graph is provided for general information purposes only and it's not a substitute for financial advice, so you shouldn't rely on it when making a decision about a financial product. Before making a decision, you should think about getting advice from a professional financial adviser. We include several advice options in your membership.
Until 1 July 2017, Transition to Retirement Income (TTR) account investment returns were not taxed. On 1 July 2017, TTR account investment returns became subject to tax at up to 15%, which is the same tax rate that applies to Accumulation accounts. As a result, TTR account investment options have used the same unit prices as Accumulation account options since 1 July 2017.
The historical investment performance for Accumulation & TTR account investment options shown on this page is calculated using the Accumulation account unit prices which are after investment tax up to 15%, even though that tax didn't apply to TTR accounts until 1 July 2017.