AVAILABLE MODELS

Platform Model Name Description Download
Australian Expatriate Super Fund AESF Expatriate GBP - 0/100 Download
Australian Expatriate Super Fund AESF Expatriate GBP - 100/0 Download
Australian Expatriate Super Fund AESF Expatriate GBP - 20/80 Download
Australian Expatriate Super Fund AESF Expatriate GBP - 40/60 Download
Australian Expatriate Super Fund AESF Expatriate GBP - 60/40 Download
Australian Expatriate Super Fund AESF Expatriate GBP - 80/20 Download
Australian Expatriate Super Fund Expatriate 100/0 Download
Australian Expatriate Superannuation Fund Expatriate 0/100 Download
Australian Expatriate Superannuation Fund Expatriate 20/80 Download
Australian Expatriate Superannuation Fund Expatriate 40/60 Download
Australian Expatriate Superannuation Fund Expatriate 60/40 Download
Australian Expatriate Superannuation Fund Expatriate 80/20 Download
MMC and I-Select QROPS MMC (AUD) Balanced Use of an HNW Model Portfolio will give you access to HNW Planning’s Investment and Compliance Committee’s thoughts on an appropriate balance of investments for your identified risk budget. Value for money and diversification have been considered in these portfolios. The use of the HNW Model Portfolios also allows for a higher quality of communication with you as that communication can be coordinated and concentrated with the assistance of a number of persons. That assistance can also free me to concentrate more on value add strategies. Download
MMC and I-Select QROPS MMC (AUD) Conservative Use of an HNW Model Portfolio will give you access to HNW Planning’s Investment and Compliance Committee’s thoughts on an appropriate balance of investments for your identified risk budget. Value for money and diversification have been considered in these portfolios. The use of the HNW Model Portfolios also allows for a higher quality of communication with you as that communication can be coordinated and concentrated with the assistance of a number of persons. That assistance can also free me to concentrate more on value add strategies. Download
MMC and I-Select QROPS MMC (AUD) Defensive Use of an HNW Model Portfolio will give you access to HNW Planning’s Investment and Compliance Committee’s thoughts on an appropriate balance of investments for your identified risk budget. Value for money and diversification have been considered in these portfolios. The use of the HNW Model Portfolios also allows for a higher quality of communication with you as that communication can be coordinated and concentrated with the assistance of a number of persons. That assistance can also free me to concentrate more on value add strategies. Download
MMC and I-Select QROPS MMC (AUD) Growth Use of an HNW Model Portfolio will give you access to HNW Planning’s Investment and Compliance Committee’s thoughts on an appropriate balance of investments for your identified risk budget. Value for money and diversification have been considered in these portfolios. The use of the HNW Model Portfolios also allows for a higher quality of communication with you as that communication can be coordinated and concentrated with the assistance of a number of persons. That assistance can also free me to concentrate more on value add strategies. Download
MMC and I-Select QROPS MMC (AUD) High Growth Use of an HNW Model Portfolio will give you access to HNW Planning’s Investment and Compliance Committee’s thoughts on an appropriate balance of investments for your identified risk budget. Value for money and diversification have been considered in these portfolios. The use of the HNW Model Portfolios also allows for a higher quality of communication with you as that communication can be coordinated and concentrated with the assistance of a number of persons. That assistance can also free me to concentrate more on value add strategies. Download
MMC MMC GBP Balanced This Model is to allow your mid to long term investments to remain invested in GBP Sterling terms. Typically the use of such a portfolio will involve you having (or having had when implemented) a strong long-term view on the direction of the value of the pound increasing relative to the Australian dollar. Use of an HNW Model Portfolio will give you access to HNW Planning’s Investment and Compliance Committee’s thoughts on an appropriate balance of investments for your identified risk budget. Value for money and diversification have been considered in these portfolios. The use of the HNW Model Portfolios also allows for a higher quality of communication with you as that communication can be coordinated and concentrated with the assistance of a number of persons. That assistance can also free me to concentrate more on value add strategies. Download
MMC MMC GBP Conservative This Model is to allow your mid to long term investments to remain invested in GBP Sterling terms. Typically the use of such a portfolio will involve you having (or having had when implemented) a strong long-term view on the direction of the value of the pound increasing relative to the Australian dollar. Use of an HNW Model Portfolio will give you access to HNW Planning’s Investment and Compliance Committee’s thoughts on an appropriate balance of investments for your identified risk budget. Value for money and diversification have been considered in these portfolios. The use of the HNW Model Portfolios also allows for a higher quality of communication with you as that communication can be coordinated and concentrated with the assistance of a number of persons. That assistance can also free me to concentrate more on value add strategies. Download
MMC MMC GBP Defensive This Model is to allow your mid to long term investments to remain invested in GBP Sterling terms. Typically the use of such a portfolio will involve you having (or having had when implemented) a strong long-term view on the direction of the value of the pound increasing relative to the Australian dollar. Use of an HNW Model Portfolio will give you access to HNW Planning’s Investment and Compliance Committee’s thoughts on an appropriate balance of investments for your identified risk budget. Value for money and diversification have been considered in these portfolios. The use of the HNW Model Portfolios also allows for a higher quality of communication with you as that communication can be coordinated and concentrated with the assistance of a number of persons. That assistance can also free me to concentrate more on value add strategies. Download
MMC MMC GBP Growth This Model is to allow your mid to long term investments to remain invested in GBP Sterling terms. Typically the use of such a portfolio will involve you having (or having had when implemented) a strong long-term view on the direction of the value of the pound increasing relative to the Australian dollar. Use of an HNW Model Portfolio will give you access to HNW Planning’s Investment and Compliance Committee’s thoughts on an appropriate balance of investments for your identified risk budget. Value for money and diversification have been considered in these portfolios. The use of the HNW Model Portfolios also allows for a higher quality of communication with you as that communication can be coordinated and concentrated with the assistance of a number of persons. That assistance can also free me to concentrate more on value add strategies. Download
MMC MMC GBP High Growth This Model is to allow your mid to long term investments to remain invested in GBP Sterling terms. Typically the use of such a portfolio will involve you having (or having had when implemented) a strong long-term view on the direction of the value of the pound increasing relative to the Australian dollar. Use of an HNW Model Portfolio will give you access to HNW Planning’s Investment and Compliance Committee’s thoughts on an appropriate balance of investments for your identified risk budget. Value for money and diversification have been considered in these portfolios. The use of the HNW Model Portfolios also allows for a higher quality of communication with you as that communication can be coordinated and concentrated with the assistance of a number of persons. That assistance can also free me to concentrate more on value add strategies. Download
MMC MMC GBP Secure This Model is to allow your mid to long term investments to remain invested in GBP Sterling terms. Typically the use of such a portfolio will involve you having (or having had when implemented) a strong long-term view on the direction of the value of the pound increasing relative to the Australian dollar. Use of an HNW Model Portfolio will give you access to HNW Planning’s Investment and Compliance Committee’s thoughts on an appropriate balance of investments for your identified risk budget. Value for money and diversification have been considered in these portfolios. The use of the HNW Model Portfolios also allows for a higher quality of communication with you as that communication can be coordinated and concentrated with the assistance of a number of persons. That assistance can also free me to concentrate more on value add strategies. Download

FILES UPLOADED

File name File description Download
netwealth Active Conservative Fund - NET0025AU To provide returns over the short to medium term, with low volatility, consistent with a diversified mix of predominantly defensive assets and some growth oriented assets. Download
Betashares Australian High Interest Cash ETF - AAA Download
Vanguard Australian Property Securities Index ETF - VAP Download
Macquarie Income Opportunities Fund - MAQ0277AU Download
iShares Composite Bond ETF - IAF Download
BlackRock Fixed Income Global Opportunities Fund (Aust) Class D - BLK0003AU Download
MFF Capital Investments Limited Download
Netwealth Active Balanced Fund - NET0006AU Download
Perpetual Industrial Share Fund - PER0046AU Download
Netwealth Active Growth Fund - NET0013AU Download
Templeton Global Growth Fund Limited - TGG Download
Netwealth Super Accelerator PDS - 01-10-2023 Product Disclosure Statement for Netwealth Super Accelerator - 01-10-2023 Download
Netwealth Wealth Accelerator PDS - 01-10-2023 Product Disclosure Statement for Netwealth Wealth Accelerator-01-10-2023 Download
Netwealth Managed Account Service - Target Market Determination April 2024 Target market determination that applies for each investment category available within the Netwealth Managed Account Service. Download
Dexus Asian REIT Fund - APN0023AU Download
SPDR Dow Jones Global Real Estate ETF - DJRE Download
iShares Global 100 ETF - IOO Download
Pengana Australian Equities Fund - PCL0005AU Download
iShares Core S&P/ASX 200 ETF - IOZ Adopts a passive investment strategy in managing the iShares Core S&P/ASX 200 ETF (’IOZ’ or ‘the Fund’). The Fund is designed to track the performance of the S&P/ASX 200 Index (or ‘the Underlying Index’) before fees and expenses. Download
APEX - Investing Made Easy Download
i-Select HMRC QROPS Confirmation 06-12-2012 Download
iShares S&P/ASX Small Ordinaries ETF - ISO The iShares S&P/ASX Small Ordinaries Fund (’the Fund’) is a publicly traded passive strategy that aims to track the returns of the S&P/ASX Small Ordinaries Accumulation Index (’the Underlying Index’). Download
IAA iShares Asia 50 Etf Download
Russell Investments Australian Select Corporate Bond ETF - RCB Download
i-Select HMRC QROPS Confirmation Notice 01-07-2016 Download
Bentham Global Income Fund - CSA0038AU To provide exposure to global credit markets and to generate income with some potential for capital growth over the medium- to long-term. Download
Argo Global Listed Infrastructure Limited - ALI Download
Bennelong Kardinia Absolute Return Fund - BFL0010AU Download
Netwealth Managed Model PDS April 2024 Comprehensive summary of the Managed Account, benefits, features, risks, fees and other costs, and further information. Details of the operation of Managed Models with HNW Planning as Model Manager. Download
Netwealth - Managed Account Guide Information on how the Managed Account works and procedures followed by Netwealth when managing the Managed Account. Download
Vanguard S&P 500 ETF (GBP) - IE00B3XXRP09 Download
iShares MSCI Emerging Markets (GBP) - IEEM Download
X-Trackers S&P/ASX 200 ETF (GBP) - XAUS Download
iShares Developed Markets Property Yield UCITS ETF (GBP) - IE00B1FZS350 - IWDP Download
iShares Global Infrastructure UCITS ETF (GBP) - INFR - IE00B1FZS467 Download
iShares Global Inflation Linked Government Bonds UCITS ETF (GBP) - SGIL - IE00B3B8PX14 Download
Magellan High Conviction - MGE0005AU Magellan High Conviction Fund’s investment process is designed to generate an unconstrained, highly-concentrated portfolio of high-quality companies. HNW Planning includes this fund primarily for diversification and because the high quality companies i Download
FMC i-Select Superannuation Scheme Exemption Notice 2016 Download
Centuria Investment Bond Competitor Comparison Download
Centuria Investment Bonds PFL Benchmarking Report June 2016 Download
Centuria Investment Bonds PDS May 2024 Download
Aberdeen Multi-Asset Real Return Fund - CRS0002AU Download
Schroder Real Return CPI +5 Fund - SCH0039AU The Schroder Real Return CPI Plus 5% Fund is a Multi-Asset Real Return fund that targets a total return of 5% p.a. before fees and expenses above Australian inflation (RBA Trimmed Mean CPI) over rolling 3 year periods. Download
Vanguard FTSE Emerging Markets Shares ETF VGE Download
VanEck Vectors Small Companies Masters ETF - MVS The Fund aims to provide investment returns (before management costs) that closely track the returns of the Underlying Index. Download
iShares Global Corporate Bond (AUD Hedged) ETF - IHCB The Fund aims to provide investors with the performance of the Underlying Index, before fees and expenses (including the cost of hedging). Download
Bloomberg Barclays Global Aggregate Bond GBP Hdg UCITS ETF (Dist) IE00BF1QPJ56 Fact Sheet Download
iShares Core FTSE 100 UCITS ETF ISF - IE0005042456 Download
MIDD iShares FTSE 250 UCITS ETF [IE00B00FV128] Download
iShares MSCI UK Small Cap UCITS ETF - CUKS [IE00B3VWLG82] Download
Vanguard Australian Shares Index ETF - VAS Vanguard Australian Shares Index ETF seeks to track the return of the S&P/ASX 300 Index before taking into account fees, expenses and tax. Download
Antares Elite Opportunities Fund - PPL0115AU Download
STM International Pension Plan (SIPP) - Schedule of Fees (Fixed Rate) pre-September 2023 Download
STM International Pension Plan (SIPP) - Schedule of Fees (Component) pre-September 2023 Download
Threadneedle UK Extended Alpha Fund Profile Fund Profile Download
Threadneedle UK Extended Alpha Fund_KID - GB0033027474 Key Investor Information (Fact Sheet) Download
Threadneedle UK Extended Alpha Presentation (Aug-17) Alpha Presentation - Aug 2017 Download
Schroder Unit Trusts Limited - Prospectus Retail prospectus 12 February 2020 Download
PIMCO SF Unconstrained Bond Fund - R Class (Sub form) Subscription form Download
PIMCO SF Unconstrained Bond Fund - R Class (App form) Application form Download
PIMCO SF Unconstrained Bond Fund - R Class (Prospectus) Prospectus Download
Aberdeen Multi Asset Real Return Fund - AFZ32 PDS 10 August 2020 mFund AFZ32 PDS Download
Aberdeen Multi Asset Income Fund - AFZ16 PDS 10 August 2020 mFund AFZ16 PDS Download
Amscot mFund T & C The mFund Settlement Service Terms & Conditions of Use Download
Vanguard Global Infrastructure Fund - VAN0023AU The Fund seeks to provide investors with exposure to global infrastructure securities listed across major developed countries, with the aim participating in the long-term growth potential and lower volatility characteristics of this market segment. Download
iShares Core S&P 500 ETF - IVV The iShares Core S&P 500 ETF (the “Fund”) offers investors an exposure to the S&P 500 Index (or the “Underlying Index”), which is a market capitalisation based, US equity index. Download
iShares MSCI Emerging Markets ETF - IEM This iShares MSCI Emerging Markets ETF (’the Fund’) is an exchange-traded fund (ETF) which seeks to provide investors with similar returns to the reference emerging markets index using a passive investment strategy. Download
Vanguard Australian Fixed Interest Index ETF - VAF The Vanguard Australian Fixed Interest Index ETF (’Fund’) is a listed product which is passively managed with the aim of matching the returns to the underlying index before fees. Download
Vanguard International Fixed Interest Index ETF (hedged) - VIF Download
Mason Stevens-Financial Services Guide October 2023 Download
Mason Stevens Client Terms - Oct 2017 Download
Aberdeen Standard Multi Asset Income Fund - CRS0001AU Download
iShares Government Inflation ETF - ILB Download
Russell Investments Australian Semi-Government Bond ETF - RSM The Fund aims to provide a total return before costs and tax, in line with the DBIQ 0-5 year Australian Semi-Government Bond Index over the long term. Download
Vanguard Australian Fixed Interest Index ETF - VACF Download
Vanguard FTSE Asia ex Japan Shares Index ETF - VAE Download
iShares Core MSCI World All Cap AUD Hedged ETF - IHWL Download
iShares S&P 500 AUD Hedged ETF - IHVV Download
Vanguard FTSE Europe Shares ETF - VEQ Download
BetaShares Japan ETF - Currency Hedged - HJPN Download
Aberdeen Diversified Income Fund I Inc - GB00B1C42886 - ASI The Fund’s investment objective is to provide income combined with long term capital growth. It will aim to achieve this by investing in a globally diversified portfolio of assets. Download
BMO Barclays 3-7 Year Global Corporate Bond GBP - IE00BZ053L15 Download
Vanguard U.K Gilt UCITS ETF - IE00B42WWV65 Download
SPDR® Barclays Sterling Corporate Bond UCITS ETF IE00B4694Z11 Download
Vanguard FTSE Developed Europe ex UK UCITS ETF IE00BKX55S42 Download
Vanguard FTSE Emerging Markets UCITS ETF - IE00B3VVMM84 Download
Vanguard FTSE Japan UCITS ETF IE00B95PGT31 Download
Vanguard Global Minimum Volatility UCITS ETF - IE00BYYR0C64 Download
SIPP Client Acknowledgement - October 2017 Download
Ranfurly Superannuation Scheme - Hedging Process - June 2017 Download
Ranfurly Superannuation Scheme - August 2022 Download
Ranfurly Superannuation Scheme Other Material Information (5 Sept 2022) Download
Ranfurly Superannuation Scheme Other Material Information Funds in the Scheme (27 April 2021) Download
Ranfurly Superannuation Scheme PDS (5 Sept 2022) Download
Ranfurly Superannuation Scheme SIPO (12 June 2020) Download
Australian Ethical Emerging Companies Wholesale AET07 PDS October 2018 mFund AET07 PDS Download
Australian Ethical Australian Shares Wholesale AET04 PDS March 2018 mFund AET04 Closed to new investors (02/10/2018). PDS dated 29/03/2018 applies. Additional investments of $1000 (minimum) or monthly regular investor plan of $100 (minimum). Download
ATO_Running a Self-Managed Super Fund Download
ATO_Self‑Managed Super Funds - Key Messages for Trustees Download
SMSF Association_Limited Recourse Borrowing Arrangements Industry Best Practice Guidelines Download
AESF - Investment Guide 30 Sept 2022 Download
AESF - Member Guide 30 Sept 2022 Download
AESF - Product Disclosure Statement 30 Sept 2022 Download
Glossary for Quarterly Summary Download
Threadneedle UK Extended Alpha Fund GBP - Fund Commentary March 2020 Download
AESF - Insurance Guide Download
Magellan Global Fund - MGE0001AU The Fund is a long only, benchmark unaware investment capability that invests across global equity markets and can also invest up to 20% in cash as a capital preservation and risk control mechanism. Download
ASIC Info 274_Advice on self-managed superannuation funds - SMSF Advice update_Dec-2022 Download
Centuria Investment Bond Investment Menu Jan 2019 Download
Mason Stevens Compliance Letter Download
APN Asian REIT Fund - APF02 PDS 29 Jun 2019 mFund APF02 PDS Download
iShares £ Index-Linked Gilts UCITS ETF GBP (Dist) - INXG - IE00B1FZSD53 Download
iShares Core GBP Corp - GBP - SLXX Download
Ranfurly Superannuation Scheme Australian Member Tax Summary June 2017 Download
i-Select PIE Other Material Information 29 June 2022 Download
i-Select Tax Summary for Australian Residents August 2019 Download
i-Select Scheme Audited Annual Report 2019 Download
i-Select Superannuation Scheme Annual Report 2022 Download
i-Select Superannuation Scheme Investment Options Supplement May 2023 Download
iShares Global High Yield Corp Bond GBP Hedged UCITS ETF (Dist) - IE00B8KQFS66 - GHYS The fund is an exchange traded fund (ETF) that aims to track the performance of the Markit iBoxx Global Developed Markets Liquid High Yield Capped (GBP Hedged) index as closely as possible. Download
iShares S&P 500 GBP Hedged UCITS ETF (Acc) - IGUS The fund is an exchange traded fund (ETF) that aims to track the performance of the S&P 500 British Pound Hedged Index as closely as possible. Download
iShares UK Property UCITS ETF GBP (Dist) - IUKP The fund is an exchange traded fund (ETF) that aims to track the performance of the FTSE EPRA/NAREIT UK Index as closely as possible. The ETF invests in physical index securities. Download
iShares MSCI World GBP Hedged UCITS ETF (Acc) - IGWD The fund is an exchange traded fund (ETF) that aims to track the performance of the MSCI World 100% Hedged to GBP Index Net as closely as possible. Download
Vanguard FTSE 100 UCITS ETF - VUKE - IE00B810Q511 Download
iShares Edge MSCI World Min Vol UCITS ETF GBP Hedged - WMVG - IE00BGPP8L80 The Fund seeks to track the performance of an index composed of selected companies from developed countries that, in the aggregate, have lower volatility characteristics relative to the broader developed equity markets. Download
iShares J.P. Morgan USD EM Bond UCITS ETF GBP Hedge IE00BDFGJ734 - EMHG The fund is an exchange traded fund (ETF) that aims to track the performance of the JP Morgan Emerging Markets Bond Index Global Core Index as closely as possible. Download
Firetrail Absolute Return Fund - Class A - WHT5134AU The Fund aims to deliver returns above the RBA Cash Rate over the medium to long term. Download
PIMCO Dynamic Bond Fund-Wholesale Class (mFund PMF06) - ETL0404AU To seek to maximise long-term returns in a manner consistent with the preservation of capital and prudent investment management. Download
ASI Diversified Growth Fund - GB00B6VCMV18 To achieve a combination of growth and income, with lower volatility than equities, the Fund invests in a wide range of assets across both global emerging and developed countries. Download
Schroder Dynamic Multi Asset Fund (Class Z Income GBP) Investment Objective and Policy Download
Schroder Dynamic Multi Asset Fund (Class Z Income GBP) - GB00B2Q1N909 Key Investor Information (Fact Sheet) Download
Schroder Dynamic Multi Asset Fund (Class Z Income GBP) GB00B2Q1N909 Morning Star Research Download
AESF - Superannuation Application Form April 2023 Download
Threadneedle UK Extended Alpha Fund - Professional Investors(NET) Professional Investors - All data Download
Threadneedle UK Extended Alpha Fund Institutional Acc GBP - Retail Fact Sheet - GB0033027474 Retail Fund Fact-sheet Download
Schroder Fixed Income Fund - SCH0028AU The Schroder Fixed Income Fund (’the Fund’) is a Diversified Fixed Interest product managed against the Bloomberg AusBond Composite 0+Yr Index. Download
SPDE S&P ASX200 Fund - STW The Fund aims to closely track, before fees and expenses, the returns and characteristics of its Underlying Index. Download
BKI Investment Company Limited - BKI Download
PIMCO Global Bond Fund - Wholesale Class - ETL0018AU Download
Vanguard International Property Securities Index Fund (Hedged) - VAN0019AU Download
Russell Investments High Dividend Australian Shares Etf - RDV To provide a total return before costs and tax, in line with the Russell Australia High Dividend Index over the long term. Download
Perpetual Wholesale Concentrated Equity Fund - PER0102AU Provide long-term capital growth and income through investment in quality industrial and resource shares. Download
iShares J.P. Morgan USD Emerging Markets Bond (AUD Hedged) ETF - IHEB Download
iShares S&P 500 UCITS ETF GBP Hedged Dist - IE00BD8KRH84_GSPX Download
Threadneedle Specialist Investment Funds ICVC - Prospectus Prospectus - 1 September 2020 Download
FP Apollo Multi Asset Cautious Fund - GB00B4TDQD29 Morning Star Research Download
FP Apollo Multi Asset Cautious Fund Fact Sheet- GB00B4TDQD29 Apollo Fact Sheet Download
FP Apollo Multi Asset Adventurous Fund - GB00B67BB375 Morning Star Research Download
FP Apollo Multi Asset Adventurous Fund Fact Sheet - GB00B67BB375 Apollo Fact Sheet Download
FP Apollo Multi Asset Balanced Fund - GB00B4T7ZR16 Morning Star Research Download
FP Apollo Multi Asset Balanced Fund Fact Sheet - GB00B4T7ZR16 Apollo Fact Sheet Download
iShares MSCI World UCITS ETF USD - IWRD - IE00B0M62Q58 Download
Macquarie CMA PDS - April 2023 Macquarie Cash Management Account - Product Information Statement - Date: 01-12-2023 Download
Macquarie Term Deposit - Product Information Statement Macquarie Term Deposit - Product Information Statement Date: 01-12-2023 Download
Macquarie FSG - May 2023 Macquarie Financial Services Guide - May 2023 Download
PIMCO Dynamic Bond Fund - Wholesale Class - PMF06 - PDS 26 September 2022 mFund PMF06 - PIMCO Dynamic Bond Fund - PDS Download
Schroder Fixed Income Fund - Wholesale Class - SCH51 - PDS 20 December 2022 mFund SCH51 - Schroder Fixed Income Fund - Wholesale Class - PDS Download
mFund Fact Sheet This Fact Sheet contains important information about using the mFund Settlement Service when you buy or sell units in managed funds through a broker. Download
Amscot Client Agreement T&Cs Client Agreement - Terms and Conditions Download
Betashares FTSE 100 ETF - F100 Download
iShares China Large Cap UCITS Etf USD - IE00B02KXK85 Download
BlackRock iShares MSCI Taiwan UCITS ETF USD (Dist) - IE00B0M63623 Download
BlackRock Asset Management Ireland Limited - iShares MSCI Korea UCITS USD - IE00B0M63391 Download
Asian REIT - Fund Flyer - APN0023AU_APF02 Fund Flyer mFund: APF02 Download
iShares Global Corp Bond ETF GBP-Hedged - IE00BDFK3G24 Download
iShares Australian Equity Index Fund - BGL0034AU Download
Aberdeen Standard Unit Trust I - Prospectus Prospectus - 31 August 2020 Download
Aberdeen Standard OEIC I - Prospectus Prospectus - 22 June 2020 Download
Aberdeen Standard OEIC III - Prospectus Prospectus - 31 August 2020 Download
State Street Global Advisers SPDR - Prospectus Prospectus 7 February 2020 Download
iShares VI Prospectus Prospectus 23 June 2020 Download
Vanguard Funds PLC Prospectus Prospectus 19 February 2020 Download
Threadneedle Investment Funds ICVC - Prospectus Prospectus 1 September 2020 Download
HNW Planning's Guided Portfolio Additional information on HNW Planning's Guided Portfolio Download
Cost of Operating SMSFs - Rice Warner - November 2020 Download
Cost of Operating SMSFs - SMSF Association - November 2020 Download
i-Select PIE PDS + Application Form 29 June 2022 Download
i-Select Super Scheme Tax Document - November 2020 Download
Cost of Operating SMSFs - Is an SMSF the right answer for you? Download
i-Select Superannuation Scheme PDS+Application Form 1 July 2022 PDS + Application Form 1 July 2022 Download
Netwealth Managed Model PDS (Part 2) April 2024 This Managed Models Menu is Part 2 of the Managed Account Product Disclosure Statement (‘PDS’) issued by Netwealth Investments Limited (ABN 85 090 569 109, AFS Licence No. 230975) Download
Macquarie Investment Management Limited - FSG Financial Services Guide for Macquarie Investment Management Limited Date: 16-06-2023 Download
Macquarie Investment Consolidator IDPS Guide_01-07-2019 Macquarie Investment Consolidator IDPS Guide Date: 01-07-2019 Download
Macquarie Super and Pension Consolidator - PDS_01-07-2019 Product Disclosure Statement for Macquarie Super and Pension Consolidator. Date: 01-07-2019 Download
Macquarie Super and Pension Consolidator II - PDS Guide + Supplementary Guide Product Disclosure Statement for Macquarie Super and Pension Consolidator II + Supplementary Guide Date: 01-09-2022 + S PDS Date:01-12-2023 Download
Macquarie Investment Consolidator II - IDPS Guide + Supplementary Guide Macquarie Investment Consolidator II IDPS Guide + Supplementary Guide Date: 01-09-2022 + S IDPS Date: 01-12-2023 Download
Voyage - Super and Pension PDS - 01-05-2023 Voyage Super and Pension Product Disclosure Statement Date: 01-05-2023 Download
Voyage - Investment IDPS Guide - 01-05-2023 Voyage Investor Directed Portfolio Service (IDPS) Guide - 01-05-2023 Download
PIMCO Global Bond Fund – Wholesale Class - PMF03 - PDS 28th September 2020 mFund PMF03 - PIMCO Global Bond Fund - PDS Download
Leo Wealth Fact Find Download
Mason Stevens - HNW Planning Managed Account Service Investment Mandate - June 2022 Managed Account Service Investment Mandate - June 2022 Download
Mason Stevens - HNW Planning Managed Portfolio Disclosure Document - March 2022 Managed Portfolio Disclosure Document - March 2022 Download
Mason Stevens - Australian Fixed Income Managed Portfolio - June 2021 Australian Fixed Income Managed Portfolio - June 2021 Download
Mason Stevens Target Market Determinations Mason Stevens Global Investment Service Mason-Stevens-Global-Investment-Service-Target Market Determination 20 October 2023 to 20 October 2024 Download
Mason Stevens Super Additional Information Guide Download
Mario Zannettou Financial Services Guide Current Financial Services Guide (FSG) for Mario Zannettou Download
Adam Basa Financial Services Guide Current Financial Services Guide (FSG) for Adam Basa Download
HNW Plannings ETF Guided Portfolio Additional Information on HNW Plannings ETF Guided Portfolio Download
Macquarie Income Opportunities Fund - MIM01 - PDS 26 September 2022 mFund MIM01 - Macquarie Income Opportunities Fund - PDS Download
Bentham Professional Global Income Fund - BAM05 - PDS 17th October 2022 mFund BAM05 - Bentham Professional Global Income Fund - PDS Download
Bentham Professional Global Income Fund - BAM05 - Additional Information Booklet 17th October 2022 mFund BAM05 - Bentham Professional Global Income Fund - BAM05 - Additional Information Booklet 17th October 2022 Download
Mason Stevens - Global Investment Service Guide Mason Stevens- Global Investment Service Guide October 2023 Download
BetaShares Global Quality Leaders ETF - QLTY Download
BetaShares Australian Investment Grade Corporate Bond ETF - CRED Download
Vanguard International Credit Securities Index Fd (Hedged) ETF - VCF Download
VanEck MSCI International Value ETF - VLUE Download
VanEck S&P/ASX MidCap ETF - MVE Download
iShares UK Gilts 0-5yr UCITS ETF GBP (Dist) - IGLS_IE00B4WXJK79 Download
Vanguard U.K. Gilt UCITS ETF - IE00B42WWV65_VGOV Download
Asteron Life Complete SPDS - 01-06-2023 Product Disclosure Statement (Supplementary) for Asteron Life Complete - 01-06-2023 Download
iShares FTSE UK Dividend Plus - GBP - IUKD Download
JPMorgan European Growth & Income - GBP (JEGI) Download
June 2023 Market View Download
SST4725AU - State Street Floating Rate Fund Download
State Street Floating Rate Fund Download
Vanguard International Credit Securities Index (Hedged) Fund - VAN0106AU Download
HNW Australian Equity Portfolio June 23 Download
HNW Australian Equity Income Portfolio June 23 Download
HNW Australian Equity Income Concentrated June 23 Download
HNW Australian Equity Concentrated Portfolio June 23 Download
HNW Australian Equity Portfolio July 23 Download
HNW Australian Equity Income Portfolio July 23 Download
HNW Australian Equity Income Concentrated July 23 Download
HNW Australian Equity Concentrated Portfolio July 23 Download
BetaShares Australian Ex-20 Portfolio Diversifier ETF - EX20 Download
Vanguard MSCI Australian Small Companies Index ETF - VSO Download
Vanguard All-World EX US Shares Index ETF - VEU Download
SPDR S&P Global Dividend Fund - WDIV Download
July 2023 Market View Download
August 2023 Market View Download
September 2023 Market View Download
Options Your Global (SIPP) – Fee Schedule - September 2023 Options Your Global (SIPP) – Fee Schedule - September 2023 Download
HUB24 Invest IDPS Guide (Part I and Part II)_10-11-2023 HUB24 Invest IDPS Guide (Part I and Part II)_10-11-2023 Download
Omniport Super and Pension Service Product Update 30 September 2023 Omniport Super and Pension Service Product Update 30 September 2023 Download
October 2023 Market View Download
Macquarie Accelerator Account PDS Macquarie Accelerator Account - Product Information Statement Date: 01-12-2023 Download
Amscot - FSG as at August 2023 Amscot - Financial Services Guide as at August 2023 Download
BOQ Foreign Currency Facilities PDS_Nov 2023 Bank Of Queensland Currency Facilities Product Disclosure Statement - Nov 2023 Download
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