Forms & Documents

Allan Gray Managed Funds
Superannuation, Investments & Retirement

Superannuation

Superannuation and Retirement PDSAdditional Information GuideInvestment Menu - Superannuation and Retirement Insurance GuideManaged Account PDSManaged Account Model Portfolio Guide - Superannuation and RetirementSuperannuation TMDManaged Account TMD

Investments

Investments Service Guide and PDSManaged Account Model Portfolio Guide - InvestmentsInvestment Menu - InvestmentsInvestments TMD

Retirement

Superannuation and Retirement PDSAdditional Information GuideInvestment Menu - Superannuation and Retirement Managed Account PDSManaged Account Model Portfolio Guide - Superannuation and Retirement Retirement TMD - PensionRetirement TMD - TTRManaged Account TMD

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

Financial adviser registration formDealer group registration form