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 Additional information

• Asgard eWrap Investment Supplementary Financial Services Guide & IDPS Guide

• Asgard Infinity eWrap Investment Financial Services Guide & IDPS Guide

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

• 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 Investments Additional Information

• BT Panorama Investments Investor Guide

• BT Wrap Investor Short Guide

• BT Wrap Additional Information and Terms Booklet

• BT Wrap Managed Investments Fees & Costs List

• CFS FirstChoice Wholesale Investment Options Menu

• CFS FirstChoice Wholesale Investment SPDS & PDS (includes application forms)

• FirstRate Wholesale Investment Deposits and Term Deposit PDS

• Generation Life Investment Bonds - Additional Information Booklet

• Generation Life Investment Bonds SPDS & PDS

• HUB24 Invest Choice Menu IDPS Guide (Part 1 & 2)

• MyNorth Investment IDPS

• Netwealth – Russell Investments Wealth Series IDPS Guide 

• Netwealth Wealth Accelerator IDPS 

• Netwealth Managed Account PDS

• Vanguard Investor Funds PDS

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Superannuation & Pension Product Disclosure Statements

• AMP Signature Super PDS

• Australian Retirement Trust Super Savings Accumulation Guide

• Australian Retirement Trust Super Savings for Accumulation PDS

• Australian Retirement Trust Super Savings for Income & Lifetime Pension PDS

• Asgard eWrap Super & Pension PDS

• Asgard eWrap Super & Pension Additional Information

• Asgard Infinity eWrap Super & Pension PDS

• Asgard Open eWrap Super & Pension PDS

• BT Panorama Super PDS

• BT Panorama Super Additional Information Booklet

• BT Protection Plans PDS

• BT SuperWrap – Product Disclosure Statement

• BT SuperWrap Additional Information Booklet

• BT SuperWrap Available Managed Funds List

• BT SuperWrap Investment Options Booklet

• BT SuperWrap Managed Investments Fees and Costs List

• BT SuperWrap Open Product Disclosure Statement

• BT SuperWrap Open Additional Information Booklet

• BT Wrap Open – Westpac Term Deposit Terms and Conditions

• BT Wrap Open – Westpac Term Deposit Important Information

• CFS FirstChoice Wholesale Super and Pension PDS (includes application forms)

• CFS FirstChoice Wholesale Super Options Menu

• CFS FirstChoice Wholesale Personal Super and Pension – Insurance Booklet

• HUB24 Super PDS

• HUB24 Super Additional Information Booklet

• MyNorth SPDS

• MyNorth Additional Information PDS

• Netwealth Russell Investments Super Series Product Disclosure Statement

• Netwealth Russell Investments Super Series Product Disclosure Updates

• Netwealth Super Accelerator PDS

• Netwealth Super Accelerator PDS Updates 

• North Super & Pension SPDS

• North Super & Pension - Additional Information Booklet

• PortfolioCare Super/Pension Service PDS

• TelstraSuper Corporate Plus PDS

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Managed Investment Product Disclosure Statements

• AB Global Equities Fund PDS

• AB Managed Volatility Equities Fund

• Active X Ardea RI Outcome Bond Fund PDS

• Advance Balanced Multi-Blend Fund Wholesale Investment PDS

• Advance Growth Multi-Blend Fund Wholesale Investment PDS

• Advance Moderate Multi Blend Fund Wholesale Investment PDS

• Allan Gray Australia Equity Fund Class A PDS

• Antares High Growth Shares Fund PDS

• Antipodes Global Fund

• Antipodes Global Shares PDS

• Antipodes Wholesale Plus Global Fund PDS

• Ardea Real Outcome Fund PDS

• Arrowstreet Global Equity Fund (Hedged) PDS

• Ausbil 130 30 Focus Fund

• Ausbil Active Sustainable Equity Fund PDS

• Australian Bank Senior Floating Rate Bond ETF PDS

• Australian Ethical Shares Fund (Wholesale) PDS

• Australian Ethical Emerging Companies Fund (Wholesale) PDS

• Australia High Interest Cash ETF PDS

• Bennelong Concentrated Australian Equities Fund PDS

• Bennelong Wholesale Plus ex-20 Australian Equities Fund

• BetaShares FTSE RAFI US 1000 ETF PDS

• BetaShares NASDAQ 100 ETF PDS

• BetaShares Australian Sustainability Leaders ETF PDS

• BlackRock GSS Global Bond Index Fund PDS

• Blackrock iShares Australian Equity Index Fund PDS

• BT Index Balanced Fund (WFS0590AU) PDS

• BT Index Growth Fund (WFS0591AU) PDS

• C WorldWide Global Equity Trust PDS

• CARE Portfolio PDS

• Chester High Conviction Fund PDS

• Fidelity Australian Equities Fund

• Fidelity Wholesale Plus Australian Equities Fund PDS

• 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 Fund PDS 

• GQG Partners Emerging Markets Equity Fund PDS

• Greencape Broadcap Fund PDS

• Greencape High Conviction Fund PDS

• Hyperion Global Growth Companies Fund PDS

• INVESCO WS Global Opportunities Fund PDS

• Ironbark Renaissance Australian Small Companies Fund PDS

• Ironbark Renaissance Wholesale Plus Australian Small Companies Fund PDS

• Ironbark Royal London Concentrated Global Share Fund PDS

• iShares Australian Bond Index Fund PDS

• iShares Australian Equity ETFs PDS

• iShares Australian Listed Property Index Fund PDS

• iShares Global Bond Index Fund (Class D Units) PDS

• iShares Hedged International Equity Fund (Class D Units) PDS

• iShares International Equity Index Fund PDS

• iShares International Equity ETF's PDS

• Janus Henderson Tactical Income Fund PDS

• Lazard Global Listed Infrastructure Fund PDS

• Lonsec GSS Index Plus Managed Account (Part I) PDS

• Lonsec GSS Index Plus Managed Account (Part II) PDS

• Macquarie Australian Shares Fund PDS

• Macquarie Income Opportunities Fund PDS

• Macquarie Wholesale Plus Income Opportunities Fund

• Magellan Global Equity Fund (Hedged) PDS

• Magellan Global Fund Hedged PDS

• Magellan Global Fund PDS

• Magellan Infrastructure Fund PDS

• Magellan Wholesale Plus Global Fund (BTA0565AU) PDS

• Maple-Brown Abbott Australian Share Fund - Wholesale PDS

• MFS Concentrated Global Equity Trust PDS

• Milford Australian Absolute Growth Fund PDS

• Netwealth Active 30/70 Conservative Fund PDS

• Netweatlh Active 50/50 Balanced Fund PDS

• Netwealth Active 70/30 Growth Funds PDS 

• Netwealth Australian Property Index Fund PDS

• NovaPort Smaller Companies Fund

• Pengana Australian Equities Fund

• Pengana Emerging Companies Fund PDS

• Perpetual Share-Plus Long-Short Fund PDS

• Perpetual Wholesale Funds PDS

• Perpetual Wholesale Plus Diversified Income Fund PDS

• PIMCO Global Credit Fund - Wholesale Class PDS

• Platinum International Fund PDS

• Platinum Quoted Managed Funds PDS

• PM Capital Global Companies Fund PDS

• Pzena Global Focused Value Fund Wholesale PDS

• Resolution Capital Global Property Securities Fund PDS

• Robeco Emerging Conservative Equity Fund

• Russell Investments Balanced Fund Class A

• Russell Investments Diversified 50 Fund Class A

• Russell Investments Growth Fund Class A

• Russell Investments High Growth Fund Class A

• Russell Portfolio Series – Balanced Class A

• Russell Portfolio Series- Conservative Class A

• Russell Portfolio Series – Growth Class A

• SGH ICE Fund

• State Street Climate ESG International Equity Fund PDS

• State Street Global Equity Fund PDS

• Stewart Investors Worldwide Sustainability Fund PDS

• Talaria Global Equity Fund Hedged PDS

• Talaria Wholesale Plus Global Equity Fund PDS

• T.Rowe Price Global Equity - S Class PDS

• T.Rowe Price Global Equity - I Class PDS

• VanEck FTSE International Property (Hedged) ETF PDS

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

• Vanguard Australian Fixed Interest Index ETFs PDS

• Vanguard Australian Fixed Interest Index Fund PDS 

• Vanguard Australian Property Securities Index Fund PDS

• Vanguard Australian Shares Index Fund PDS

• Vanguard International Fixed Interest Index (Hedged) ETFs PDS

• Vanguard International Fixed Interest Index (Hedged) Fund PDS

• Vanguard International Property Securities Index Fund (Hedged) PDS

• Vanguard International Property Securities Index Fund PDS

• Vanguard International Shares Index Fund (Hedged) PDS

• Vanguard International Shares Index Fund PDS

• Vanguard MSCI Index International Shares ETFs (VGS & VGAD) PDS

• Walter Scott Global Equity Fund (Hedged) PDS

• Walter Scott Global Equity Fund 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

• Adelaide Money Market Term Deposit Account PDS

• AMP Bank Term Deposit T&C

• ANZ Saving & Transacting Products T&C

• Asgard eCash & Cash Connect Account PDS (Part 1)

• Asgard eCash & Cash Connect Account PDS (Part 2)

• Australian Money Market  (AMM) Financial Services Guide

• Australian Money Market (AMM) Terms & Conditions

• Auswide Bank Term Deposit PDS

• Bank of Queensland (AMM) Terms and Conditions

• BOQ Deposit Accounts PDS

• BOQ Term Deposit PDS

• BT Important Information and Terms & Conditions 

• CFS FirstRate Wholesale Investment Deposits and Term Deposits PDS

• Heartland Bank Term Deposit PDS

• ING Savings Accelerator Terms and Conditions

• ING Term Deposit Terms and Conditions

• Judo Bank Term Deposit Terms and Conditions

• Macquarie Cash Management Accelerator Account PDS

• Macquarie Cash Management Account PDS

• Macquarie Term Deposit PDS

• Members Equity Bank Term Deposit PDS, Terms and Conditions

• Members Equity Business Online Savings Account Terms & Conditions

• NAB Term Deposit PDS

• St George Fixed Term Deposits PDS

• Westpac (AMM) – Terms and Conditions 

• Westpac Term Deposit Terms and Farm Management Deposits

• Westpac Term Deposit Important Information document

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Insurance Product Disclosure Statements

• AIA Priority Protection PDS

• AMP Elevate Insurance PDS

• AMP Flexible Lifetime - Protection PDS

• Asteron Life Complete PDS ​

• Asteron Life Complete SPDS

• BT Protection Plans PDS & Policy Document

• CFS FirstChoice Wholesale Personal Super and Pension – Insurance Booklet

• Clearview Clearchoice Insurance PDS

• CommInsure Protection Combined PDS

• MLC Insurance & MLC Insurance (super) PDS

• Neos Protection Insurance PDS

• Netwealth Superannuation Master Trust – Insurance Guide

• OnePath OneCare PDS

• Resolution Life Elevate Insurance PDS

• TAL Accelerated Protection PDS & Policy Document

• TAL Accelerated Protection Upgrade Booklet

• TelstraSuper Insurance Guide Corporate Plus

• Zurich Insurance Only Superannuation Plan PDS

• Zurich Wealth Protection PDS

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Annuity Product Disclosure Statements

• Challenger – Guaranteed Annuity (Fixed Term)

• Challenger – Guaranteed Annuity (Liquid Lifetime)

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Education Bonds Product Disclosure Statement

• Futurity Education Bonds PDS Part A & B

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Further Information​

• ATO – Running a SMSF