Disclosures
Apply for AESF
Servicing Forms
User Guides
Trustee Annual Reports
Significant Event Notice
Member Outcomes Assessment
Portfolio Holdings Disclosure
Target Market Determination
Retirement Income Covenant
Legislation Updates
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 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 – ATO Rollover Initiation Request
(we are updating this form)
Form 14 - Adviser Fee Renewal Form
Form 17 - Reversionary Pension Nomination
Pension Application Form
APSS263 - AESF
APSS255 - AESF [QROPS to QROPS Transfers Only]
Personal Individual Representative Appointment Form
Non-Financial Adviser Business Representative Appointment Form
Departing Australia Superannuation Payment (DASP) Factsheet
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 PDS
1 July 2021
Change of Fund Administrator
05 February 2021
Change of Trustee for the 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