Australian Expatriate Superannuation Fund
A Tidswell Master Superannuation Plan product
Documents listed out
- AESF - Significant Event Notice (SEN) & Material Change Register
- AESF Itemised Expenditure FY2023
- AESF - Target Market Determination - Pension
- AESF - Target Market Determination - Transition to Retirement
- AESF - Target Market Determination - Accumulation
- Investment Guide
- Insurance Guide
- Reference Guide
- Product Disclosure Statement
- AESF - Member Outcomes Assessment - 30 June 2024
- Form 14 – Adviser Fee - Renewal Form
- Form 17 – Reversionary Pension Nomination
- DASP Form
- Personal Individual Representative Appointment Form
- Non-Financial Adviser Business Representative Appointment Form
- Superannuation Application Form
- Form 16 - Declaration of Accredited Investor Status
- AFSL Registration Form
- Form 15 - FCA Safeguarded Benefits - Adviser Appointment Form
- APSS263 - AESF
- Pension Application Form
- Form 14 - Authorised Representative Appointment
- Form 13 – ATO Rollover Initiation Request
- Form 12 – Member Contribution
- Form 11 - Work Test Declaration
- Form 10 - Update or Cancel Insurance
- Form 9 – Proof of Identity
- Form 8 – Investment Switch and Strategy
- Form 6 – Change of Pension Payment Details
- Form 5 – Change of Member Details
- Form 4 – Benefit Payment Request
- Form 3 – ATO Foreign Super Transfer
- Form 2 – Adviser Appointment & Removal Form
- Form 1 – Beneficiary Nomination
- Letter of Compliance
Governance
The following are the key governance documents for each of our superannuation trustee companies - Diversa Trustees Limited and CCSL Limited.
View the governance page