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

• 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

• BT Panorama Investments Additional Information and Terms Booklet

• BT Wrap Investor Short Guide

• BT Wrap Additional Information and Terms Booklet

• BT Wrap Managed Investments Fees & Costs List

• CFS FirstChoice Wholesale Investment PDS (includes application forms)

• CFS FirstChoice Wholesale  Investment Investment Options Menu

• FirstRate Wholesale Investment Deposits and Term Deposit PDS

• Generation Life Investment Bonds PDS

• Generation Life Investment Bonds PDS Product Update

• Netwealth – Russell Investments Wealth Series IDPS Guide

• Vanguard Investor Funds PDS

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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

• 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 Protection Plans PDS & SPDS

• 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

• MyNorth PDS

• MyNorth Additional Information PDS

• Netwealth Russell Investments Super Series Product Disclosure Statement

• Netwealth Russell Investments Super Series Product Disclosure Updates

• 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

• Antipodes Wholesale Plus Global Fund PDS

• Ausbil 130 30 Focus Fund

• Australian Ethical Australian Share Fund PDS 

• Bennelong Concentrated Australian Equities 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 iShares Australian Equity Index Fund PDS

• 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

• 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

• State Street Global Equity Fund PDS

• 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

• AMP Bank Term Deposit PDS

• ANZ Terms and Conditions

• Asgard Cash Account PDS

• Asgard eCash Account

• Australian Money Market (AMM) Terms & Conditions

• Australian Money Market  (AMM) Financial Services Guide

• Bank of Queensland (AMM) Terms and Conditions

• BOQ Term Deposit PDS

• CFS FirstRate Wholesale Investment Deposits and Term Deposits PDS

• ING Savings Accelerator Terms and Conditions

• ING Term Deposit PDS

• Macquarie Cash Management Account PDS

• 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 SPDS & PDS

• AMP Elevate Insurance PDS

• Asteron Life Complete PDS ​

• BT Protection Plans PDS & SPDS (Policy Document)

• CFS FirstChoice Wholesale Personal Super and Pension – Insurance Booklet

• CommInsure Protection Combined PDS

• MLC Insurance & MLC Insurance (super) PDS

• Netwealth Superannuation Master Trust – Insurance Guide

• OnePath OneCare PDS

• TAL Accelerated Protection PDS & Policy Document

• TAL Accelerated Protection Upgrade Booklet 

• Zurich Wealth Protection PDS

• Zurich Insurance Only Superannuation Plan PDS

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Annuity Product Disclosure Statements

• Challenger – Guaranteed Annuity (Fixed Term)

• Challenger – Guaranteed Annuity (Liquid Lifetime)

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Further Information

• A guide to Australian Government Payments

• ATO – Running a SMSF