PRODUCT DISCLOSURE STATEMENTS

Keeping you informed

Platforms and Super funds

Australian Retirement Trust Super Savings Accumulation PDS

1 July 2025

Australian Retirement Trust Super Savings Income & Lifetime Pension PDS

1 July 2025

AustralianSuper Accumulation Super PDS

1 August 2025

AustralianSuper Choice Income PDS

23 October 2025

Aware Super Future Saver PDS

30 September 2025

Aware Super Retirement Income PDS

30 September 2025

BT Panorama Super PDS

1 October 2025

BT Panorama Investment Investor Guide

1 October 2025

CFS Edge Super and Pension PDS

13 September 2025

CFS Edge Investments PDS

13 September 2025

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

Hesta Income Stream PDS

30 September 2025

Hesta Super PDS

30 September 2025

Hostplus Pension PDS

30 September 2025

Hostplus Super PDS

30 September 2025

Netwealth Super Accelerator PDS

1 October 2025

Netwealth Wealth Accelerator IDPS Guide

1 October 2025

Rest Super PDS

29 August 2025

Managed funds and Exchange traded funds (ETFs)

Australian Ethical Australian Shares Fund WS PDS

1 October 2025

BetaShares Australian Sustainability Leaders ETF

16 March 2023

BetaShares Global Sustainability Leaders ETF

26 February 2025

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

First Sentier Cash Fund PDS

15 November 2023

GAM LSA Private Shares Australian Fund

17 July 2025

Global X Physical Gold ETF

14 April 2025

Hamilton Lane Global Private Asset Fund PDS

1 September 2025

iShares Australian Fixed Income and Cash ETFs PDS

26 September 2025

L1 Capital Long Short Fund Daily Class (Retail) PDS

1 August 2025

MA Priority Income Fund PDS

1 August 2025

Metrics Direct Income Fund PDS

30 September 2022

Metrics Master Income Trust PDS

24 January 2020

Mutual Cash Fund PDS

30 September 2025

Nanuk New World Fund PDS

2 December 2024

Nuveen Churchill Private Credit Income Fund

3 September 2024

Ophir Global High Conviction Fund Class A PDS

17 May 2024

Ophir Global High Conviction Fund Class B

24 May 2024

Partners Group Next Generation Infrastructure Fund PDS

1 November 2024

Realm Short Term Income Fund PDS

24 July 2023

Schroder Absolute Return Income Fund PDS

4 June 2025

VanEck FTSE Global Infrastructure (Hedged) ETF PDS

30 January 2025

Vanguard Australian Fixed Interest Index Fund PDS

1 September 2025

Vanguard Australian Fixed Interest ETFs PDS

1 September 2025

Vanguard Australian Shares Index Fund PDS

1 September 2025

Vanguard High Growth Index Fund PDS

1 September 2025

Vanguard International Fixed Interest ETFs PDS

14 November 2025

Vanguard International Fixed Interest Hedged PDS

14 November 2025

Vanguard International Shares ETFs PDS

1 September 2025

Vanguard International Shares Index Fund

1 September 2025

Vanguard International Shares Index Fund (Hedged)

1 September 2025

Separately managed accounts (SMAs)

BlackRock Global Specialist Series Managed Accounts via Netwealth

29 May 2025

BT Managed Portfolios BlackRock (iShares)

6 November 2025

Ascalon Capital Dynamic Beta Models via Netwealth Managed Accounts

29 January 2025

Life insurance

Acenda Insurance PDS

27 September 2025

Clearview ClearChoice PDS

13 May 2024

Encompass Protection PDS

26 September 2025

Neos Insurance

6 December 2024

TAL Accelerated Protection PDS

12 December 2024

Zurich OneCare Protection

1 October 2025

Zurich Wealth Protection

1 November 2025

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

20 May 2025

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

(03) 4232 3000

hello@wealthyer.com.au