In 2020 StatePlus integrated with Aware Super, products for StatePlus.

  

Product disclosure statements

Personal Retirement Plan - closed to new accounts (Dec 2019)

745.8KB PDF

Additional Information Booklet (May 2020)

1.6MB PDF

Investment and Fee Booklet (Dec 2019)

1.5MB PDF

Important information for the Personal Retirement Plan (Oct 2020)

346.8KB PDF

Important information for the Personal Retirement Plan (Feb 2020)

504.5KB PDF

Allocated Pension - closed to new accounts (Dec 2019)

3.8MB PDF

Term Allocated Pension – product closed (July 2019)

4.9MB PDF

Important Information for the Allocated Pension and the Term Allocated Pension (Oct 2020)

346.8KB PDF

Important Information for the Allocated Pension and the Term Allocated Pension (Feb 2020)

504.5KB PDF

Product Disclosure Statement (Dec 2020)

180.5KB PDF

Investment & Fee Booklet (Dec 2020)

1.5MB PDF

Additional Information Booklet (Dec 2020)

1.6MB PDF

Tailored Super Plan Application Form (Dec 2020)

397.1KB PDF

Product Disclosure Statement (Dec 2020)

2.8MB PDF

Transition to Retirement Pension Application Form (Dec 2020)

1MB PDF

Product Disclosure Statement (Dec 2020)

2.8MB PDF

Flexible Income Plan Application Form (Oct 2020)

984.7KB PDF

PDS - Investment Funds (Dec 2020)

5.6MB PDF

Tax Residency Self-Certification Form (Jul 2017)

82.6KB PDF

PDS - Investment Funds (Dec 2020)

5.6MB PDF

Application Form (Oct 2020)

414.3KB PDF

Tax Residency Self-Certification Form (Jul 2017)

82.6KB PDF

Other forms and documents (Accordion heading)

Aware Super Annual Report 2020

6.9MB PDF

Aware Investment Funds Annual Report (2020)

6.7MB PDF

First State Superannuation Scheme

349.5KB PDF

Fixed Term Pension Plan Trust Deed

358.1KB PDF

Post Oct 2020: View important notices for Aware Super

Pre October 2020 integration with Aware Super:

Important information for Super, Pension and Investment Funds (Oct 2020)

346.8KB PDF

Fact sheet: Minimum pension drawdown changes (May 2020)

551.6KB PDF

Important Information for Allocated Pension, Term Allocated Pension, Personal Retirement Plan and the Investment Fund A (Feb 2020)

504.5KB PDF

Important Information for Flexible Income Plan, Tailored Super Plan, Transition to Retirement Pension and Investment Fund B (Feb 2020)

499.9KB PDF

Important Information for the Personal Retirement Plan, Allocated Pension Fund and Term Allocated Pension - Read with PDS (Sep 2019)

435.5KB PDF

Important Information for the Investment Funds – Class A - Read with PDS (Sep 2019)

378.9KB PDF

Important Information for the Allocated Pension, Term Allocated Pension and Personal Retirement Plan (May 2019)

623.1KB PDF

Important Information for the Flexible Income Plan, Tailored Super Plan and Transition to Retirement Pension (May 2019)

494.9KB PDF

StatePlus Retirement Fund - Important Changes (Feb 2019)

748.1KB PDF

Fee definitions

Read our fee definitions to help make sense of fees and costs associated with your account.

Update to current information

Investment objective – International Equities Fund

Document: Product Disclosure Statement Aware Investment Funds

Product Disclosure Statement: Aware Investment Funds - dated 1 October 2020, page 13, International Equities Fund single asset class, investment objective change.

The Product Disclosure Statement currently discloses the investment objective for the International Equities Fund and reference note 2 as follows:

“To outperform the return of the Aware Super Custom Index on MSCI All Country World Index (ACWI) ex-Australia 25% hedged to Australian dollars2, over rolling five-year periods, before tax3 and after taking into account fees and costs.

2A custom index calculated by MSCI based on the responsible ownership criteria provided by Aware Super.”


The investment objective for the International Equities Fund and reference note 2 are updated as follows:

“To outperform the return of the Aware Super Custom Index on MSCI All Country World Index (ACWI) ex-Australia partially hedged to Australian dollars2, over rolling five-year periods, before tax3 and after taking into account fees and costs.

2A custom index calculated by MSCI based on the responsible ownership criteria and the hedging percentage provided by Aware Super.”

Liquid alternatives (Defensive) asset allocation range – Growth Fund

Document: Product Disclosure Statement Aware Investment Funds

Product Disclosure Statement: Aware Investment Funds - dated 1 October 2020, page 11, Growth Fund, Liquid alternatives (Defensive) asset allocation range.

The Product Disclosure Statement currently discloses the Liquid alternatives (Defensive) asset allocation range for the Growth Fund as follows:

0% - 0%

The asset allocation range for Liquid alternatives (Defensive) is updated as follows:

0% - 23%