Superannuation, Investments & Retirement

Click here to read the latest updates and changes to our products before you invest.

Click here for the Allan Gray Portfolio Holdings Disclosure Report 31 December 2021
Click here for the Allan Gray Superannuation and Allan Gray Retirement Member Outcomes Assessment – 30 June 2021

Click here for the Allan Gray Superannuation Retirement Income Covenant Strategy Summary

Click here for the Retirement Planner Calculator

Click here for the Financial Wellness Hub

Click here for Trustee corporate documents.

Click here to download the Trust Deed.

Click here for the Allan Gray Superannuation and Retirement Product Summary 2020.

Click here for the Trustee’s Superannuation Complaints Handling Policy.

Click here for the Trustee’s Fact Sheet on ‘Handling your enquiry or complaint’.

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
MLC Limited
ABN 90 000 000 402

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