Important Information

Product Disclosure Documents

Here you will be able to find the product disclosure documents (also known as PDS) for all currently used products and platforms within the business.

• Superannuation
• Macquarie SuperOptions (published 02 May 2011)
• Macquarie Super and Pension Consolidator (published 01 April 2011)
• Macquarie Super Accumulator (published 15 December 2008)
• Macquarie Super and Pension Manager (published 15 December 2010)
• Wealthtrac Retirement Fund (published 01 March 2011)
• Investment Platforms
• Macquarie Investment Consolidator IDPS (published 01 April 2011)
• Macquarie Investment Accumulator IDPS (published 31 August 2010)
• Macquarie Investment Manager IDPS (published 31 July 2010)
• Wealthtrac Portfolio Service (published 21 June 2010)
• Insurance
• Macquarie Life FutureWise (published 21 May 2011)
• Macquarie Life Active (published 21 May 2011)
• TAL (formerly Tower) Accelerated Protection (published 24 October 2011)
• CommInsure (published 20 November 2011)
• Zurich HelpPoint - Wealth Protection(published 01 March 2011)
• OnePath OneCare (published 01 October 2011)
• OnePath OneCare External Master Trust (published 01 October 2011)
• SMSF Administration

Information Memorandums

Here you will be able to find the product information memorandums (known as IM) for all currently investment options in use for the products and platforms listed above.

• Wealthtrac Information Memorandums

ATO Froms and Publications

Here you will be able to find important forms and other publications from the Australian Taxation Office (ATO).

• Income Tax Forms (Personal) Past Years