Product Disclosure Statement

AESF Forms

Investment Guide

AESF Forms

Member Guide

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Statement of Compliance

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Fee Summary - Feb 2021

AESF Forms

Product Summary

AESF Forms

Accumulation

Target Market Determination

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Transition To Retirement

Target Market Determination

AESF Forms

Pension

Target Market Determination

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Superannuation Application Form

AESF Forms

APSS263 - AESF

AESF Forms

Form 11 – Work Test Declaration

AESF Forms

[If aged 67 or over]

Form 1
Beneficiary Nomination

AESF Forms

Form 2
Adviser Appointment & Removal Form

AESF Forms

Form 3
ATO Foreign Super Transfer

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Form 4 – Benefit Payment Request

AESF Forms

Form 5 – Change of Member Details

AESF Forms

Form 6 – Change of Pension Payment Details

AESF Forms

APSS241 - Change of Member Residency

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Form 8 – Investment Switch & Strategy

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Form 9 – Proof of Identity

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Form 10 – Cancel Existing Insurance Cover

AESF Forms

Form 12 – Member Contribution

AESF Forms

Form 13 (we are updating this form)
ATO Rollover Initiation Request

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Form 14
Adviser Fee Renewal Form

AESF Forms

Form 17
Reversionary Pension Nomination

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Forms
Pension Application Form

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Forms
APSS263 – AESF

AESF Forms

APSS255 – AESF
(QROPS to QROPS Transfers only)

AESF Forms

Forms
Non-Financial Adviser Business Representative Appointment

AESF Forms

Factsheet
Departing Australia Superannuation Payment (DASP)

AESF Forms

Personal Individual Representative Appointment Form

AESF Forms

Checklist for New Business Requirements

AESF Forms

Document Certification Requirements

AESF Forms

Investment Information Sheet

AESF Forms

New Business - POI and POA Requirements

AESF Forms

Login Guide - For Members

AESF Forms

Login Guide - For Advisers

AESF Forms

AESF Annual Report 2021

AESF Forms

AESF Annual Report 2020

AESF Forms

AESF Annual Report 2019

AESF Forms

AESF Annual Report 2018

AESF Forms

AESF Annual Report 2017

AESF Forms

Update to Product Disclosure Statement

01 July 2021

AESF Forms

Change of Fund Administrator for AESF

05 February 2021

AESF Forms

Change of Trustee for AESF

18 December 2020

AESF Forms

AESF PMIF PDS Update Notice

17 March 2020

AESF Forms

Important Notice

02 July 2018

AESF Forms

Member Outcomes Assessment

For the year ended 30 June 2021

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Portfolio Holdings Disclosure

31 December 2021

AESF Forms

AESF - TMD

AESF Forms

AESF - TMD TTR

AESF Forms

AESF - TMD Pension

AESF Forms

Retirement Income Covenant Summary

AESF Forms

Budget Updates

July 2022

AESF Forms