Product Documents

Easy access to all our Product Documents

Product Documents


Here you can find all our product documents

Product Disclosure Statement

AESF Forms

Investment Guide

AESF Forms

Member Guide

AESF Forms

Statement of Compliance

AESF Forms

2023 Fee Summary

AESF Forms

Product Summary

AESF Forms

Accumulation

Target Market Determination

AESF Forms

Transition To Retirement

Target Market Determination

AESF Forms

Pension

Target Market Determination

AESF Forms

Superannuation Application Form

AESF Forms

APSS263 - AESF

AESF Forms

Transfer Request and Declaration Form

AESF Forms

Form 1
Beneficiary Nomination

AESF Forms

Form 2
Adviser Appointment & Removal Form

AESF Forms

Form 3
ATO Foreign Super Transfer

AESF Forms

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

AESF Forms

Form 8 – Investment Switch & Strategy

AESF Forms

Form 9 – Proof of Identity

AESF Forms

Form 10 – Cancel Existing Insurance Cover

AESF Forms

Form 12 – Member Contribution

AESF Forms

Form 13
ATO Rollover Initiation Request

AESF Forms

Form 14
Adviser Fee Renewal Form

AESF Forms

Form 17
Reversionary Pension Nomination

AESF Forms

Forms
Pension Application Form

AESF Forms

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

New Business - POI and POA Requirements

AESF Forms

Document Certification Requirements

AESF Forms

Investment Information Sheet

AESF Forms

Checklist for New Business Requirements

AESF Forms

Login Guide - For Members

AESF Forms

Login Guide - For Advisers

AESF Forms

AESF Annual Report 2022

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 2022

AESF Forms

Portfolio Holdings Disclosure

30 June 2022

AESF Forms

Portfolio Holdings Disclosure

31 December 2022

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

Annual Member Meeting Notice

2022

AESF Forms

Annual Member Meeting - Minutes

2022

AESF Forms

Annual Member Meeting – Video

2022

AESF Forms

Product Disclosure Statement

IVCM NZ PIE Superannuation Fund

Product Disclosure Statement – Australian Consumers

IVCM NZ PIE Superannuation Fund

Statement of Investment Policy & Objectives

IVCM NZ PIE Superannuation Fund

Other Material Information

IVCM NZ PIE Superannuation Fund

Conflict of Interest

IVCM NZ PIE Superannuation Fund

Application Form

IVCM NZ PIE Superannuation Fund

Application Form - Australian Consumers

IVCM NZ PIE Superannuation Fund

Adviser Appointment Form

IVCM NZ PIE Superannuation Fund

Benefit Request Form

IVCM NZ PIE Superannuation Fund

Change of Member Details

IVCM NZ PIE Superannuation Fund

Contribution Notification

IVCM NZ PIE Superannuation Fund

Email and Fax Indemnity

IVCM NZ PIE Superannuation Fund

Execution Only Transfer Form

IVCM NZ PIE Superannuation Fund

Investment Instruction

IVCM NZ PIE Superannuation Fund

Investment Switch Instruction

IVCM NZ PIE Superannuation Fund

Nominated Beneficiaries

IVCM NZ PIE Superannuation Fund

Verification of Identity

IVCM NZ PIE Superannuation Fund

APSS263 - IVCM NZ PIE

IVCM NZ PIE Superannuation Fund

APSS255 - IVCM NZ PIE

IVCM NZ PIE Superannuation Fund

Transfer Out Form

IVCM NZ PIE Superannuation Fund

Fund Update - 30 June 2023

IVCM BM IMSF Growth Fund

IVCM NZ PIE Superannuation Fund

IVCM Emirates Active Fund – Class C

IVCM NZ PIE Superannuation Fund

IVCM Emirates Balanced Fund – Class C

IVCM NZ PIE Superannuation Fund

IVCM Vanguard Conservative Index Fund

IVCM NZ PIE Superannuation Fund

IVCM Vanguard LifeStrategy 40% Equity Fund

IVCM NZ PIE Superannuation Fund

IVCM Vanguard LifeStrategy 60% Equity Fund

IVCM NZ PIE Superannuation Fund

Archived Fund Update

Financial Statements – 30 September 2022

IVCM NZ PIE Superannuation Fund

IVCM (NZ) PIE Superannuation Fund - Annual Report 2022

IVCM NZ PIE Superannuation Fund

Financial Statements – 30 September 2021

IVCM NZ PIE Superannuation Fund

IVCM (NZ) PIE Superannuation Fund - Annual Report 2021

IVCM NZ PIE Superannuation Fund

Financial Statements – 30 September 2020

IVCM NZ PIE Superannuation Fund

IVCM (NZ) PIE Superannuation Fund - Annual Report 2020

IVCM NZ PIE Superannuation Fund

Financial Statements – 30 September 2019

IVCM NZ PIE Superannuation Fund

IVCM (NZ) PIE Superannuation Fund - Annual Report 2019

IVCM NZ PIE Superannuation Fund

Annual report for the period 1 Oct 2017 to 30 Sep 2018

IVCM NZ PIE Superannuation Fund

Annual report for the period 1 Oct 2016 to 30 Sep 2017

IVCM NZ PIE Superannuation Fund

Financial Statements – 30 September 2020

IVCM NZ PIE Superannuation Fund

IVCM (NZ) PIE Superannuation Fund - Annual Report 2020

IVCM NZ PIE Superannuation Fund

Financial Statements – 30 September 2019

IVCM NZ PIE Superannuation Fund

IVCM (NZ) PIE Superannuation Fund - Annual Report 2019

IVCM NZ PIE Superannuation Fund

Annual report for the period 1 Oct 2017 to 30 Sep 2018

IVCM NZ PIE Superannuation Fund

Annual report for the period 1 Oct 2016 to 30 Sep 2017

IVCM NZ PIE Superannuation Fund

Trust Deed and Documents

IVCM NZ PIE Superannuation Fund

Archived Fund Update



Application Form

Key Features

Terms and Conditions

Fees Schedule 2023

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

Any Questions?


Contact us today for some FREE expert support and guidance and one of our consultants would be happy to answer any questions you have.