Forms & Documents

Allan Gray Managed Funds
Superannuation, Investments & Retirement

Superannuation

Superannuation and Retirement PDS for clients with advisersSuperannuation and Retirement PDS for direct clientsAdditional Information Guide for clients with advisersAdditional Information Guide for direct clientsInvestment Menu - Superannuation and Retirement Insurance GuideManaged Account PDSManaged Account Model Portfolio Guide - Superannuation and Retirement

Investments

Investments Service Guide and PDS for clients with advisersInvestments Service Guide and PDS for direct clientsManaged Account Model Portfolio Guide - InvestmentsInvestment Menu - Investments

Retirement

Superannuation and Retirement PDS for clients with advisersSuperannuation and Retirement PDS for direct clientsAdditional Information Guide for clients with advisersAdditional Information Guide for direct clientsInvestment Menu - Superannuation and Retirement Managed Account PDSManaged Account Model Portfolio Guide - Superannuation and Retirement

Click here for Trustee corporate documents.

Click here to download the Trust Deed.

As these are new solutions, there is no current annual report.

Please find detailed below a list of our current material service providers.
Trustee

Diversa Trustees Limited
ABN 49 006 421 638 AFSL No 235153 RSE Licence No L0000635

Administrator

OneVue Super Services
ABN 74 006 877 872

Custodian

JP Morgan Nominees Australia Limited
ABN 75 002 899 961

Insurer

Hannover Life Re of Australasia Ltd
ABN 37 062 395 484

Forms for financial advisers and dealer groups for investments in the Superannuation, Investments and Retirement solutions

Financial adviser registration formDealer group registration form