PDSs and Brochures

WealthFoundations Super and Pension

WealthFoundations Super and Pension Website Updates

These website updates dated 1 July 2021 and 1 October 2021 should be read in conjunction with the Product Disclosure Statement.

WealthFoundations Application Form

WealthFoundations Super and Pension Application Form. Old applications dated 1 July 2021 will be accepted until 1 November 2021.

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 1 July 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 2021 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 Portfolios

ClearView Managed Portfolios Website Update

These website updates are dated 22 March 2021 & 1 October 2021. They should be read in conjunction with the ClearView Managed Portfolio Product Disclosure Statement dated 26 June 2020.

ClearView Managed Investments

For Investment Options:
Australian Shares Growth, Diversified Balanced, Diversified Growth and Diversified Stable,
(Open to new and existing investors for these Investment Options)
Please note the Aggressive, Assertive, Conservative, Cautious, Monthly Payment and Prudent Options are now closed.

ClearView Managed Investments Website Update 1 October 2021

This website update dated 1 October 2021 should be read in conjunction with the Product Disclosure Statement.