Disclosures
Target Market Determination
Apply for AESF
Servicing Forms
User Guides
Trustee Annual Reports
Significant Event Notice
Annual Member Meeting
Member Outcomes Assessment
Portfolio Holdings Disclosure
Retirement Income Covenant
Legislation Updates
Cash Interest Rate
Product Disclosure Statement
Investment Guide
Member Guide
Statement of Compliance
Financial Services Guide
Fee Summary
Transition To Retirement
Accumulation
Pension
Superannuation Application Form
APSS263 - AESF
Transfer Request and Declaration Form
Form 1 - Beneficiary Nomination
Form 2 - Adviser Appointment, Removal & Remuneration
Form 3 - ATO Foreign Super Transfer
Form 4 – Benefit Payment Request
Form 5 – Change of Member Details
Form 6 – Change of Pension Payment Details
Form 8 – Investment Switch & Strategy
Form 9 – Proof of Identity
Form 10 - Cancel Existing Insurance Cover
Form 12 - Member Contribution
Form 13 - ATO Rollover Initiation Request
Form 14 - Adviser Fee Renewal Form
Form 15 - Ad-Hoc Adviser Fee Payment Request Form
Form 17 - Reversionary Pension Nomination
APSS Forms
APSS241 - Change of Member Residency
APSS263
APSS255 - QROPS to QROPS Transfers only
Other Forms
Pension Application Form
Factsheet - Departing Australia Superannuation Payment (DASP)
Non-Financial Adviser Business Representative Appointment
Personal Individual Representative Appointment Form
Checklist for Onboarding Requirements
Document Certification Requirements
Investment Information Sheet
Financial Report, Directors Report and Auditors Report
AESF Annual Report 2025
01 April 2026 - SEN - Cash Administration Fee (Effective 01 May 2026)
11 Jan 2026 - Access Your New AESF Investor Portal
05 Jan 2026 - Important Update: Delay in Praemium Platform Migration
06 Jan 2026 - Platform Transition - FAQ
05 Dec 2025 - SEN - Platform Transition
FY 2025
Annual Member Meeting - Video
Annual Member Meeting - Minutes
For the year ended 30 June 2025
PHD - 31 Dec 2025
Summary
Budget Updates - July 2022
Cash Interest Rate - 13 July 2026