PDS and handbooks
October 30 2024
Important updates
Income Streams
Effective 1 November 2024, ESSSuper is increasing the annual administration fee cap for members with a Retirement Income Stream account or a Working Income Stream account from $750 to $1,000. The Income Stream Product Disclosure Statement (PDS) will be updated on 1 November 2024 to reflect this fee cap change.
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Accumulation Plan and Beneficiary Account
From 21 November 2024, we are updating the default investment option for Accumulation Plan and Beneficiary Accounts from Balanced to a new option; Balanced Growth Managed. The relevant Product Disclosure Statements will be updated on 21 November 2024 to reflect this change.
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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.