PDS and handbooks
November 08 2024
Important update
From 21 November 2024, we are updating the default investment option for Accumulation Plan and Beneficiary Accounts from Balanced to a new option; Balanced Growth Managed. The relevant Product Disclosure Statements will be updated on 21 November 2024 to reflect this change.
Click here for more information
Our Product Disclosure Statements (PDS) and Handbooks contain detailed information about your fund - such as costs, benefits and risks.
Product Disclosure Statement
Incorporated guides
Application forms
Design and Distribution Obligations (DDO)
Financial advisers: Report significant dealings not consistent with the TMD.
Product Disclosure Statement
Product Disclosure Statement
Application forms
Spouse only: To open an ESSSuper Income Stream account, spouses need to:
- Open an Accumulation Plan account by completing and posting the Spouse only: Accumulation Plan application form (E166), available in the Accumulation Plan PDS section above
- When your Accumulation Plan account is open and your money has been received, you can open your Income Stream account through Members Online (in the Account menu).
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Design and Distribution Obligations (DDO)
Financial advisers: Report significant dealings not consistent with the TMD.
Product Disclosure Statement
Incorporated guides
Application form
Design and Distribution Obligations (DDO)
Financial advisers: Report significant dealings not consistent with the TMD.