PDSs and Brochures

WealthSolutions2

The WealthSolutions2 documents below should be read with the Additional Information Brochure, Investment Booklet and Important Updates to the Product Disclosure Statement available here.
 

WealthSolutions Investments

WealthSolutions Investments Website Updates

The website update is dated 20 December 2021 and should be read in conjunction with the WealthSolutions IDPS Guide dated 4 May 2021.

WealthSolutions Super and Retirement Income

WealthSolutions Super & Retirement Income Website Updates

This website update is dated 1 July 2022 and should be read in conjunction with the WealthSolutions Super and Retirement Income Product Disclosure Statement (PDS) and Additional Information Brochure (AIB) dated 4 May 2021.

WealthSolutions Super and Retirement Income Application Form

Closed to new members from 1 December 2020

ClearView Managed Investments

Note: Important changes from Monday 16 May 2022 – investors will have access to lower ongoing management costs, restructured investment options and the financial advice feature will conclude. For more information, please read the Significant Event Notice dated 8 April 2022 below.

ClearView Managed Investments Significant Event Notice dated 8 April 2022

ClearView Superannuation and Roll-overs

Note: Important changes to your account – members in the ClearView Superannuation and Roll-overs product will be transferred to the WealthFoundations Super product effective 19 May 2022. For more information, please read the Significant Event Notice dated 8 April 2022 below.

ClearView Superannuation and Roll-overs Significant Event Notice dated 8 April 2022

ClearView Pension Plan

Note: Important changes to your account – members in the ClearView Pension Plan product will be transferred to the WealthFoundations Pension product effective 19 May 2022. For more information, please read the Significant Event Notice dated 8 April 2022 below.

ClearView Pension Plan Significant Event Notice dated 8 April 2022