Product Documents
Easy access to all our Product Documents
Product Documents
Here you can find all our product documents
Product Disclosure Statement
Investment Guide
Member Guide
Statement of Compliance
Fee Summary - Feb 2021
Product Summary
Accumulation
Target Market Determination
Transition To Retirement
Target Market Determination
Pension
Target Market Determination
Superannuation Application Form
APSS263 - AESF
Form 11 – Work Test Declaration
[If aged 67 or over]
Form 1
Beneficiary Nomination
Form 2
Adviser Appointment & Removal Form
Form 3
ATO Foreign Super Transfer
Form 4 – Benefit Payment Request
Form 5 – Change of Member Details
Form 6 – Change of Pension Payment Details
APSS241 - Change of Member Residency
Form 8 – Investment Switch & Strategy
Form 9 – Proof of Identity
Form 10 – Cancel Existing Insurance Cover
Form 12 – Member Contribution
Form 13 (we are updating this form)
ATO Rollover Initiation Request
Form 14
Adviser Fee Renewal Form
Form 17
Reversionary Pension Nomination
Forms
Pension Application Form
Forms
APSS263 - AESF
APSS255 - AESF
(QROPS to QROPS Transfers only)
Forms
Non-Financial Adviser Business Representative Appointment
Factsheet
Departing Australia Superannuation Payment (DASP)
Personal Individual Representative Appointment Form
Checklist for New Business Requirements
Document Certification Requirements
Investment Information Sheet
New Business - POI and POA Requirements
Login Guide - For Members
Login Guide - For Advisers
AESF Annual Report 2021
AESF Annual Report 2020
AESF Annual Report 2019
AESF Annual Report 2018
AESF Annual Report 2017
Update to Product Disclosure Statement
01 July 2021
Change of Fund Administrator for AESF
05 February 2021
Change of Trustee for AESF
18 December 2020
AESF PMIF PDS Update Notice
17 March 2020
Important Notice
02 July 2018
Member Outcomes Assessment
For the year ended 30 June 2021
Portfolio Holdings Disclosure
31 December 2021
AESF - TMD
AESF - TMD TTR
AESF - TMD Pension
Retirement Income Covenant Summary
Budget Updates
July 2022
Product Disclosure Statement
Product Disclosure Statement – Australian Consumers
Statement of Investment Policy & Objectives
Other Material Information
Conflict of Interest
Application Form
Application Form - Australian Consumers
Adviser Appointment Form
Benefit Request Form
Change of Member Details
Contribution Notification
Email and Fax Indemnity
Execution Only Transfer Form
Investment Instruction
Investment Switch Instruction
Nominated Beneficiaries
Verification of Identity
APSS263 - IVCM NZ PIE
Transfer Out Form
Fund Update - 30 June 2022
IVCM BM IMSF Growth Fund
IVCM Emirates Active Fund – Class C
IVCM Emirates Balanced Fund – Class C
IVCM Vanguard Conservative Index Fund
IVCM Vanguard LifeStrategy 40% Equity Fund
IVCM Vanguard LifeStrategy 60% Equity Fund
Archived Fund Update
- IVCM Bentham Wholesale Global Income Fund
- IVCM Emirates Active Fund – Class C
- IVCM Emirates Active Fund
- IVCM iShares Core Moderate Fund
- IVCM Emirates Balanced Fund – Class C
- IVCM Emirates Balanced Fund
- IVCM iShares UK Corporate Bond Fund
- IVCM Vanguard LifeStrategy 40% Equity Fund
- IVCM Vanguard LifeStrategy 60% Equity Fund
- IVCM Vanguard Australian Shares Fund
- IVCM Vanguard Balanced Index Fund
- IVCM Vanguard Conservative Index Fund
- IVCM Vanguard FTSE 100 Fund
- IVCM Vanguard International Shares Index Fund (Hedged) – NZD Class
- IVCM Bentham Wholesale Global Income Fund
- IVCM Emirates Active Fund – Class C
- IVCM Emirates Active Fund
- IVCM iShares Core Moderate Fund
- IVCM Emirates Balanced Fund – Class C
- IVCM Emirates Balanced Fund
- IVCM iShares UK Corporate Bond Fund
- IVCM LifeStrategy 40% Equity Fund
- IVCM LifeStrategy 60% Equity Fund
- IVCM Vanguard Australian Shares Fund
- IVCM Vanguard Balanced Index Fund
- IVCM Vanguard Conservative Index Fund
- IVCM Vanguard FTSE 100 Fund
- IVCM Vanguard International Shares Index Fund (Hedged) – NZD Class
Financial Statements – 30 September 2021
IVCM (NZ) PIE Superannuation Fund - Annual Report 2021
Financial Statements – 30 September 2020
IVCM (NZ) PIE Superannuation Fund - Annual Report 2020
Financial Statements – 30 September 2019
IVCM (NZ) PIE Superannuation Fund - Annual Report 2019
Annual report for the period 1 Oct 2017 to 30 Sep 2018
Annual report for the period 1 Oct 2016 to 30 Sep 2017
Financial Statements – 30 September 2020
IVCM (NZ) PIE Superannuation Fund - Annual Report 2020
Financial Statements – 30 September 2019
IVCM (NZ) PIE Superannuation Fund - Annual Report 2019
Annual report for the period 1 Oct 2017 to 30 Sep 2018
Annual report for the period 1 Oct 2016 to 30 Sep 2017
Application Form
Key Features
Terms and Conditions
Fees Schedule
Investment Policy
Form 1 - Appointment of Adviser
Form 2 - Benefit Request
Form 3 - Change of Details & Beneficiary Nomination
Form 4 - Early Encashment Declaration
Form 5 - Execution Only Transfer Declaration
Form 6 - QROPS Professional Client Declaration
Form 7 - Structured Product Declaration
Form 8 - Unlisted Share Questionnaire
Application Form
Key Features
Terms and Conditions
Fees & Charges Schedule 2022
Form 1
Benefit Payment Form
Form 2
Contributions Form
Form 3
Illustration Request Form
Form 4
Change or Removal of Adviser
Form 5
Information-Only Adviser Setup
Form 7 - Change of Personal
Information and Beneficiaries
Form 8
Appropriateness Test
Form 9
Early Encashment Declaration
Form 10 - Transfer Out
and Discharge Form
Form 11
Transfer Out to QROPS
Form 12
Death Claim Notification
Form 13 - Property
Purchase Questionnaire
Form 14
QROPS Due Diligence
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