PRODUCT DISCLOSURE STATEMENTS

Product Disclosure Statements

The below Product Disclosure Statements are provided as a resource for clients who have engaged and received advice from DolFinwise. The listing of these PDS’s should not be viewed as an endorsement or recommendation. DolFinwise advisers do not limit their recommendations solely to products on this list. These products are not suitable for everyone and licensed advice should be sought before using them.

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Investment Accounts Product Disclosure Statements

• Asgard eWrap Investment Supplementary Financial Services Guide & IDPS Guide

• Asgard eWrap Investment Additional information date 30 Sept 2017

• Asgard Infinity eWrap Investment Financial Services Guide & IDPS Guide

• Asgard Open eWrap Investment Financial Services Guide (and IDPS Guide)

• Ausbil 130/30 Focus Fund 

• BT Cash Management Account Terms and Conditions

• BT Wrap Open – Investor Short Guide

• BT Wrap Open – Additional Information and Terms Booklet

• BT Wrap Open – Westpac Term Deposit Terms and Conditions

• BT Wrap Open – Westpac Term Deposit Important Information

• BT Panorama Additional Information

• BT Panorama Investments Investor Guide dated 1 Jul 2019

• BT Panorama Investments Additional Information and Terms Booklet dated 1 Jul 2019

• BT Wrap Investor Short Guide – Updated Nov 2018

• BT Wrap Additional Information and Terms Booklet

• BT Wrap Managed Investments Fees & Costs List

• CFS FirstChoice Wholesale Investment PDS (includes application forms) - 18 November 2019

• CFS FirstChoice Wholesale  Investment Investment Options Menu - 8 June 2020

• FirstRate Wholesale Investment Deposits and Term Deposit PDS

• Generation Life Investment Bonds PDS dated 20 May 2019

• Netwealth – Russell Investments Wealth Series IDPS Guide – July 2019

• Netwealth Russell Investments Wealth Series – Available Funds

• Netwealth Russell Investments Wealth Series – Term Deposits and Cash

• Vanguard Investor Funds PDS dated 1 Nov 2018

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Superannuation & Pension Product Disclosure Statements

• Asgard Open eWrap Super & Pension PDS

• Asgard eWrap Super & Pension PDS & SPDS

• Asgard eWrap Super & Pension Additional Information

• Asgard Infinity eWrap Super & Pension PDS & SPDS

• BT Panorama Super PDS

• BT Panorama Super Additional Information Booklet – 1 July 2019

• BT SuperWrap – Product Disclosure Statement – Updated Nov 2018 

• BT SuperWrap Additional Information Booklet 30 Sept 2017

• BT SuperWrap Available Managed Funds List – 29 Nov 2018

• BT SuperWrap Investment Options Booklet – 12 Nov 2018

• BT SuperWrap Managed Investments Fees and Costs List

• BT Protection Plans PDS & SPDS

• BT SuperWrap Open Product Disclosure Statement April 2020

• BT SuperWrap Open Additional Information Booklet

• BT Wrap Open – Westpac Term Deposit Terms and Conditions

• BT Wrap Open – Westpac Term Deposit Important Information

• MyNorth PDS

• MyNorth Additional Information PDS

• CFS FirstChoice Wholesale Super and Pension PDS (includes application forms) - 18 November 2019

• CFS FirstChoice Wholesale Super Options Menu - 8 June 2020

• CFS FirstChoice Wholesale Personal Super and Pension – Insurance Booklet – 8 June 2020

• Netwealth Russell Investments Super Series Product Disclosure Statement 1 July 2019

• Netwealth Russell Investments Super Series Product Disclosure Updates

• Netwealth Russell Investments Super Series – Funds

• Netwealth Russell Investments Super Series – Term Deposits and Cash

• Netwealth Super Accelerator

• Netwealth Super Accelerator and Super Wrap Updates 

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Managed Investment Product Disclosure Statements

• AB Global Equities Fund PDS

• AB Managed Volatility Equities Fund

• Advance Moderate Multi Blend Fund Wholesale Investment PDS

• Advance Balanced Multi-Blend Fund Wholesale Investment PDS

• Advance Growth Multi-Blend Fund Wholesale Investment PDS

• Allan Gray Australia Equity Fund Class A PDS

• Antares High Growth Shares Fund PDS

• Antipodes Global Fund

• Ausbil 130 30 Focus Fund

• Australian Ethical Australian Share Fund PDS 

• Bennelong Wholesale Plus ex-20 Australian Equities Fund

• BetaShares Australian Bank Senior Floating Rate Bond ETF PDS

• BetaShares Australian High Interest Cash ETF PDS

• BetaShares FTSE RAFI US 1000 ETF PDS

• BetaShares NASDAQ 100 ETF PDS

• Blackrock Indexed Australian Equity Fund

• C WorldWide Global Equity Trust PDS

• Fidelity Wholesale Plus Australian Equities Fund PDS

• Fidelity Australian Equities Fund

• Global Specialist Series Active 50/50 Balanced Fund PDS 

• Global Specialist Series Australian Bond Index Fund  PDS 

• Global Specialist Series Australian Equities Index Fund  PDS 

• Global Specialist Series Australian Property Index FundPDS  

• INVESCO Global Opportunities Fund

• Ironbark Karara Australian Small Companies Fund PDS

• Ironbark Karara Wholesale Plus Australian Small Companies Fund PDS

• Janus Henderson Tactical Income Fund PDS

• Lazard Global Listed Infrastructure Fund PDS

• Macquarie Income Opportunities Fund PDS

• Macquarie Wholesale Plus Income Opportunities Fund

• Magellan Global Fund PDS

• Magellan Global Fund Hedged PDS

• Magellan Infrastructure Fund

• Magellan Wholesale Plus Global Fund (BTA0565AU) PDS

• MFS Concentrated Global Equity Trust PDS

• NovaPort Smaller Companies Fund

• Pengana Australian Equities Fund

• Perpetual Wholesale Funds PDS Issue number 9

• Perpetual Wholesale Plus Diversified Income Fund PDS

• Platinum International Fund PDS

• Platinum Quoted Managed Funds PDS

• Resolution Capital Global Property Securities Fund PDS

• Robeco Emerging Conservative Equity Fund

• Russell Portfolio Series – Balanced Class A

• Russell Portfolio Series- Conservative Class A

• Russell Portfolio Series – Growth Class A

• Russell Investments Balanced Fund Class A

• Russell Investments Growth Fund Class A

• SGH ICE Fund

• The Montgomery Fund

• Vanguard Australian Fixed Interest ETFs PDS

• Vanguard Australian Fixed Interest Index Fund PDS 

• Vanguard Australian Shares Index Fund PDS

• Vanguard Australian Exchange Traded Funds (VAS & VAP) PDS

• Vanguard Property Securities Index Fund PDS

• Vanguard International Property Securities Index Fund (Hedged) PDS

• Vanguard International Property Securities Index Fund PDS

• Vanguard International Shares ETFs 

• Vanguard International Shares Index Fund (Hedged) PDS

• Vanguard International Shares Index Fund PDS

• Walter Scott Global Equity Fund PDS

• Walter Scott Global Equity Fund (Hedged) PDS

• Walter Scott Wholesale Plus Global Equity Fund BTA0542AU PDS

• Zurich Australian Property Securities Fund PDS

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Cash & Term Deposit Product Disclosure Statements

• Macquarie Cash Management Account PDS – 17 Dec 2018

• Asgard Cash Account PDS – Part 1 dated 2 Feb 2015 & Update dated 1 Jul 2019

• Asgard eCash Account- Part 2 dated 22 Jul 2019

• Australian Money Market (AMM) Terms & Conditions

• Australian Money Market  (AMM) Term Deposits

• Bank of Queensland (AMM) Terms and Conditions  – April 2018

• Westpac (AMM) – Terms and Conditions 

• CFS FirstRate Wholesale Investment Deposits and Term Deposits PDS – 14 May 2018

• AMP Bank Term Deposit PDS

• ANZ Terms and Conditions – 9 April 2018

• NAB Term Deposit PDS

• ING Term Deposit PDS

• BOQ Term Deposit PDS

• St George Fixed Term Deposits PDS

• Westpac Term Deposit Terms and Conditions for Wrap (BT Wrap)

• Westpac Term Deposit Important Information document (BT Wrap)

Insurance Product Disclosure Statements

• BT Protection Plans PDS & SPDS (Policy Document)

• AIA Priority Protection SPDS & PDS

• AIA Priority Protection Platform Investors PDS & SPDS

• Asteron Life Complete PDS 

• AMP Elevate Insurance PDS

• CommInsure Protection Combined PDS

• MLC Insurance & MLC Insurance (super) PDS

• OnePath OneCare PDS

• TAL Accelerated Protection PDS

• TAL Accelerated Protection Upgrade Booklet 

• Zurich Wealth Protection PDS

• Zurich Insurance Only Superannuation Plan PDS

• CFS FirstChoice Wholesale Personal Super and Pension – Insurance Booklet – 22 Oct 2018

• Netwealth Superannuation Master Trust – Insurance Guide

Annuity Product Disclosure Statements

• Challenger – Guaranteed Annuity (Fixed Term)

• Challenger – Guaranteed Annuity (Liquid Lifetime)

Further Information

• ATO – Running a SMSF

• A guide to Australian Government Payments (2019)