PRODUCT DISCLOSURE STATEMENTS

Keeping you informed

Platforms and Super funds

Australian Retirement Trust Super Savings Accumulation PDS

1 July 2024

Australian Retirement Trust Super Savings Income & Lifetime Pension PDS

1 July 2024

AustralianSuper Accumulation Super PDS

28 September 2024

AustralianSuper Choice Income PDS

1 October 2024

Aware Super Future Saver PDS

1 October 2024

Aware Super Retirement Income PDS

1 October 2024

BT Panorama Super PDS

10 January 2025

BT Panorama Investment Investor Guide

10 January 2025

CFS Edge Super and Pension PDS

5 October 2024

CFS Edge Investments PDS

5 October 2024

CFS FirstChoice WS Personal Super & Pension PDS

16 November 2024

CFS FirstChoice WS Investment PDS

16 November 2024

CFS FirstChoice Investment Options Booklet

16 November 2024

CFS FirstWrap Plus Super & Pension PDS

1 November 2022

CFS FirstWrap Plus Investment IDPS

1 November 2022

Hesta Income Stream PDS

28 September 2024

Hesta Super PDS

28 September 2024

Hostplus Pension PDS

1 October 2024

Hostplus Super PDS

1 October 2024

Netwealth Super Accelerator PDS

1 October 2023

Netwealth Wealth Accelerator IDPS Guide

1 October 2023

Rest Super PDS

30 September 2024

Managed funds and Exchange traded funds (ETFs)

Antipodes Global Fund PDS

28 February 2024

Ardea Real Outcome Fund PDS

21 November 2024

Australian Ethical Australian Shares Fund WS PDS

1 October 2024

BetaShares Australian Sustainability Leaders ETF

16 March 2023

BetaShares Global Sustainability Leaders ETF

16 March 2023

BlackRock GSS Australian Bond Index Fund PDS

17 February 2025

BlackRock GSS Australian Equities Index Fund PDS

17 February 2025

BlackRock GSS Global Bond Index Fund PDS

17 February 2025

BlackRock GSS International Equities Index Fund PDS

17 February 2025

CC Sage Capital Absolute Return Fund PDS

30 September 2022

Dimensional Five-Year Diversified Fixed Interest Trust

21 October 2024

Dimensional Two-Year Sustainability Fixed Interest Trust

21 October 2024

Eiger Australian Small Companies Fund PDS

23 November 2023

EVP Opportunities Fund PDS

10 July 2024

First Sentier Cash Fund PDS

15 November 2023

GAM LSA Private Shares Australian Fund

1 June 2023

Global X Physical Gold ETF

25 October 2024

Hamilton Lane Global Private Asset Fund PDS

6 February 2025

iShares Australian Fixed Income and Cash ETFs PDS

1 Novemeber 2024

L1 Capital Long Short Fund Daily Class (Retail) PDS

22 November 2022

MA Priority Income Fund PDS

1 November 2024

Metrics Direct Income Fund PDS

30 September 2022

Metrics Master Income Trust PDS

24 January 2020

Mutual Cash Fund PDS

30 September 2022

Nanuk New World Fund PDS

2 December 2024

Nuveen Churchill Private Credit Income Fund

3 September 2024

Ophir Global High Conviction Fund

17 May 2023

Partners Group Next Generation Infrastructure Fund PDS

1 November 2024

Perpetual Pure Microcap Fund PDS

1 May 2024

Perpetual SHARE PLUS Long Short PDS

1 November 2023

PURE Resources PDS

17 May 2021

Realm Short Term Income Fund PDS

24 July 2023

Revolution WS Private Debt Fund II Class B PDS

28 April 2020

Schroder Absolute Return Income Fund PDS

14 December 2023

UBS Cash Fund PDS

20 September 2024

VanEck FTSE Global Infrastructure (Hedged) ETF PDS

30 January 2025

Vanguard Australian Fixed Interest Index Fund PDS

30 September 2024

Vanguard Australian Fixed Interest ETFs PDS

30 September 2024

Vanguard Australian Shares Index Fund PDS

30 September 2024

Vanguard High Growth Index Fund PDS

30 September 2024

Vanguard International Fixed Interest ETFs PDS

30 September 2024

Vanguard International Fixed Interest Hedged PDS

30 September 2024

Vanguard International Shares ETFs PDS

30 September 2024

Vanguard International Shares Index Fund

30 September 2024

Vanguard International Shares Index Fund (Hedged)

30 September 2024

Separately managed accounts (SMAs)

BlackRock Global Specialist Series Managed Accounts via Netwealth

29 May 2025

BT Managed Portfolios BlackRock (iShares)

21 December 2023

Ascalon Capital Dynamic Beta Models via Netwealth Managed Accounts

29 January 2025

Life insurance

Clearview ClearChoice PDS

13 May 2024

MLC Insurance

16 November 2024

Neos Insurance

6 December 2024

TAL Accelerated Protection PDS

12 December 2024

Zurich OneCare Protection

1 August 2022

Zurich Wealth Protection

27 September 2021

Cash management accounts & Term deposits

ANZ Term Deposit T&C’s

14 January 2025

BOQ Term Deposit PDS

30 August 2024

Judo Bank Term Deposit T&C’s

18 May 2024

Macquarie CMA PIS

20 April 2023

NAB Term Deposit PDS

31 October 2023

Annuities, Insurance bonds and investment bonds

Challenger Lifetime Annuity (Liquid Lifetime) via Netwealth PDS

5 September 2022

Challenger Guaranteed Annuity (Platform Fixed Term) PDS

13 January 2023

Generation Life Investment Bonds PDS

19 April 2024

LifePlan Investment Bond PDS

25 November 2024

PRODUCT DISCLOSURE STATEMENTS

Keeping you informed

Platforms and Super funds

Managed funds and Exchange traded funds (ETFs)

Separately managed accounts (SMAs)

Life insurance

Cash management accounts & Term deposits

Annuities, Insurance bonds and investment bonds

Contact us

0411 149 044

hello@wealthyer.com.au