Product Disclosure Statements

Access the Product Disclosure Statements from our preferred product providers

Any PDS not listed can be requested from our office

Administration Platforms

Preferred

Asgard Open eWRAP Super & Pension

Asgard Open eWRAP Investment

Asgard Open eWRAP eCASH & CASH Connect

BT Panorama Investment

BT Panorama Super & Pension

Colonial First State Edge Investments

Colonial First State Edge Super & Pension

Generation Life Investment Bonds

Macquarie Cash Management Account

Macquarie Investment Manager II IDPS

MyNorth Investment

MyNorth Investments IDPS Guarantee

MyNorth Super & Pension

MyNorth Super & Pension Guarantee

Netwealth Super Accelerator

Netwealth Investment Accelerator IDPS

Other

Australian Unity Lifeplan Investment Bond

Colonial First State FirstChoice WS Investments

Colonial First State FirstChoice WS Super & Pension

Macquarie Super & Pension Manager

MLC Masterkey Investment

MLC Masterkey Super & Pension

 

Wealth Protection

AIA Priority Protection

Resolution Life Elevate Insurance

Asgard Personal Super Master Policy

Asgard Retail Master Policy

BT Protection Plan

ClearView ClearChoice

Metlife Protect

Neos Protection

OnePath OneCare

TAL Accelerated Protection

MLC Insurance

Zurich Wealth Protection

 

Investment Products

Managed Account Portfolios

AMP North Drummond Strategic Series

BT Panorama Drummond Series 2

CFS Edge Drummond

Macquarie Drummond

Preferred – Sector Specific

Alphinity Global Equity fund

Arrowstreet Global Equity Fund

Bentham Global Income Fund

Hyperion Australian Growth Companies

iShares Australian Equity Index Fund

Janus Henderson Tactical Income Fund

Lazard Global Listed Infrastructure Fund

Mutual Cash and Term Deposits Fund

Pimco Wholesale Plus Global Bond Fund

Realm Short Term Income Fund

Resolution Capital Group Property Securities

Solaris Core Australian Equity Fund

Vanguard International Shares Index Fund

Vanguard International Shares Index Fund – Hedged

Yarra Australian Bond Fund

 
Preferred – Multi Sector

Vanguard Balanced Index Fund

Vanguard Conservative Index Fund

Vanguard Growth Index Fund

Vanguard High Growth Index Fund

 
Preferred – Impact

Ausbil Active Sustainable Equity Fund

Australian Ethical Aus Shares Fund

Impax Sustainable Leaders Fund

Metlife Global Impact Bond  Fund Class A

Nanuk New World Fund

Pendal Sustainable Aus Fixed Interest Fund

Perpetual ESG Australian Shares

PIMCO ESG Global Bond Fund

Vanguard Ethically Conscious Australian Shares 

Vanguard Ethically Conscious International Shares Index Fund

Vanguard Ethically Conscious International Shares Index – Hedged

Contact Expert