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Documents and Forms

Documents and Forms

IMPORTANT DOCUMENTS

Financial Services Guide

Superestate Product Summary

Superestate Portfolio Holdings Disclosure (PHD)

Annual Meeting Invite

Master Supperannuation Plan


MEMBER FORMS

Employer Contributions Form

Manual Rollover Form

Change of Personal Details Form

Nomination of Beneficiaries Form

Insurance Update, Vary or Cancellation Form


OTHER DOCUMENTS 

Budget Changes (July 2022)

Superestate 2022 Member Outcomes Assessment

Superestate Complaints Information 

Retirement Income Strategy


Annual Reports

Superestate 2021 Annual Report

Superestate 2022 Annual Report


Significant Event Notices (SEN)

Superestate is moving (March 2023)

Protecting Your Super

Investment Objectives (Oct 2019)

Change of Trustee (Nov 2020)

Duty to Take Reasonable Care not to Make a Misrepresentation


Contact

1300 519 800
1300 519 800
© Copyright 2022 Superestate

Superestate Pty Ltd (ABN 61 615 727 663; AFS Representative No. 001257096) is a Corporate Authorised Representative of Sanlam Private Wealth Pty Ltd (ABN 18 136 960 775; AFSL 337927). Interests in Superestate are issued by Diversa Trustees Limited (ABN 49 006 421 638; AFSL 235153; RSE Licence L0000635) in its capacity of trustee of the Tidswell Master Superannuation Plan. This website contains general advice only. It doesn't take into account your personal objectives, financial situation or needs. You should carefully consider these things and the Superestate Product Disclosure Statement (PDS), Target Market Determination (TMD), Reference Guide and Insurance Guide before making any decisions. These documents are available on this website or by contacting us. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice.

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