Forms & Documents

Allan Gray Managed Funds
Superannuation, Investments & Retirement

Superannuation

Allan Gray Superannuation PDS for clients with advisersAllan Gray Superannuation PDS for direct clientsAdditional Information Guide for clients with advisersAdditional Information Guide for direct clientsInvestment MenuInvestment GuideInsurance Guide

Investments

Allan Gray Investments Service Guide for clients with advisersAllan Gray Investments Service Guide for direct clientsAllan Gray Investment Managed Account Model Portfolio GuideInvestment Menu

Retirement

Allan Gray Retirement PDS for clients with advisersAllan Gray Retirement PDS for direct clientsAdditional Information Guide for clients with advisersAdditional Information Guide for direct clientsInvestment Guide

Click here for Trustee corporate documents.

Click here to download the Trust Deed.

As these are new solutions, there is no current annual report, nor significant event notices.

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

Please login to your account and click on ‘Manage Accounts’. Then click the ‘FAQs/Forms’ button to see the list of available forms.

Download our guide to help you start your superannuation investment.

Learn how to reduce transaction costs with our smart functionality

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

Financial adviser registration formDealer group registration form