PDS and handbooks
December 22 2024
Important update
As of 21 November 2024, we've changed the default investment option for Beneficiary Accounts and Accumulation Plan accounts from Balanced to a new option; Balanced Growth Managed. The relevant Product Disclosure Statements have been updated to reflect this change. Members with a Beneficiary Account and/or Accumulation Plan who were invested in the Balanced investment option by default, and who had not opted out of the change, have now been moved to the new default investment option.
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Our Product Disclosure Statements (PDS) and Handbooks contain detailed information about your fund - such as costs, benefits and risks.
Product Disclosure Statement
Incorporated guides
Application forms
Design and Distribution Obligations (DDO)
Financial advisers: Report significant dealings not consistent with the TMD.
Product Disclosure Statement
Product Disclosure Statement
Application forms
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Spouse only: To open an ESSSuper Income Stream account, spouses need to:
- Open an Accumulation Plan account by completing and posting the Spouse only: Accumulation Plan application form (E166), available in the Accumulation Plan PDS section above
- When your Accumulation Plan account is open and your money has been received, you can open your Income Stream account through Members Online (in the Account menu).
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Design and Distribution Obligations (DDO)
Financial advisers: Report significant dealings not consistent with the TMD.
Product Disclosure Statement
Incorporated guides
Application form
Design and Distribution Obligations (DDO)
Financial advisers: Report significant dealings not consistent with the TMD.