Customer Monitoring

PLEASE NOTE: The personal homepage for some smartMonday PRIME TESF members is not displaying current balance and investments, however this information can be viewed by clicking the orange ‘Details’ button to navigate to the self-service portal. We are currently working to rectify this. 

Looking for guides, investment returns, fees, fact sheet or forms?
You’ll find them all here – and more.

Letter of compliance
Binding death benefit nomination
Change member details
smartMonday PRIME PDS (Product Disclosure Statement)
smartMonday PRIME PDS - Fees and costs guide
smartMonday PRIME PDS - Insurance guide
Identification rules and certification of documents
Understanding investment risk
Change member details and options - smartMonday PENSION
smartMonday PRIME PDS - Tax, super and privacy guide
smartMonday PRIME PDS - Your investment options guide
smartMonday PRIME PDS - Employer kit
smartMonday DIRECT PDS (Product Disclosure Statement)
smartMonday DIRECT PDS - Fees and costs guide
smartMonday DIRECT PDS - Insurance guide
smartMonday DIRECT PDS - Tax, super and privacy guide
smartMonday DIRECT - Your investment options guide
smartMonday DIRECT PDS - Member kit
Switching investment options
30 June 2022 - Super
30 June 2022 - Pension
31 May 2022 - Super
31 May 2022 - Pension
30 April 2022 - Super
30 April 2022 - Pension
31 March 2022 - Super
31 March 2022 - Pension
28 February 2022 - Super
31 January 2022 - Super
31 January 2022 - Pension
31 December 2021 - Super
30 November 2021 - Super
31 October 2021 - Super
31 October 2021 - Pension
30 September 2021 - Super
31 August 2021 - Super
31 August 2021 - Pension
31 July 2021 - Super
31 July 2021 - Pension
30 June 2021 - Super
30 June 2021 - Pension
31 May 2021 - Super
Binding Death Nomination
Make sure you're covered
How to get insurance savvy for your super
It’s your choice form (portability)
Benefit Transfer or Payment Request
smartMonday PENSION - PDS
Transition to retirement pension
Notice of intent to claim a tax deduction
smartMonday PENSION - TFN Declaration Instructions & Form
Tax on Super
Spouse contributions
Contribution splitting
Downsizer Contribution Guide
Understanding Family Law and Super Factsheet
Financial hardship (early release)
Application for insurance cover (short form)
Personal statement and declaration of health
Learn how to decode frequent flyer points
Salary sacrifice
31 May 2021 - Pension
30 April 2021 - Super
30 April 2021 - Pension
31 March 2021 - Super
31 March 2021 - Pension
28 February 2021 - Super
31 January 2021 - Super
31 January 2021 - Pension
31 December 2020 - Super
First Home Super Savers Scheme
Individual insurance transfer
smartMonday PENSION Member kit
30 November 2020 - Super
31 October 2020 - Super
31 October 2020 - Pension
smartMonday PRIME TESF - PDS
30 September 2020 - Super
31 August 2020 - Super
smartMonday PRIME TESF PDS: ASC insurance guide
smartMonday PRIME TESF PDS: Corporate Insurance Guide
smartMonday PRIME TESF PDS: Fees and costs guide
smartMonday PRIME TESF PDS: FreshFood insurance guide
smartMonday PRIME TESF PDS: Tax, super and privacy guide
smartMonday PRIME TESF PDS: Your investment options guide
Enquiries & complaints procedure
31 August 2020 - Pension
31 July 2020 - Super
31 July 2020 - Pension
30 June 2020 - Super
31 October 2020 - Pension
30 June 2020 - Pension
31 May 2020 - Super
31 May 2020 - Pension
30 April 2020 - Super
30 April 2020 - Pension
31 March 2020 - Super
31 March 2020 - Pension
29 February 2020 - Super
AIA Australia Priority Protection PDS
AIA Australia Priority Protection PDS – Incorporated by reference material
AIA Professional Insurance Portfolio (PIP Doquile Perrett Meade (DPM) PDS
31 January 2020 - Super
31 January 2020 - Pension
Insurance changes
Life stages additional cover
31 December 2019 - Super
MetLife Protect and MetLife Protect Super PDS
Temporary Residents and superannuation - Departing Australia
30 November 2019 - Super
Tax file number notification
Target Market Determination (TMD) - smartMonday PRIME and smartMonday DIRECT
Super boot camp
Organising your super
Maternity leave masterclass
Do you really need a car?
Your credit score
Your credit card
Start a savings plan
Spend less than you earn
Manage debt
Get debts under control
Compound interest
Keep your retirement income afloat
Chart your way to the financial summit
Target Market Determination (TMD) - smartMonday PENSION
Authority to advise
31 October 2019 - Super
31 October 2019 - Pension
30 September 2019 - Super
Zurich Insurance-only Superannuation Plan PDS
smartMonday PRIME Enterprise PDS
31 August 2019 - Super
31 August 2019 - Pension
Adviser registration form
Transfer to KiwiSaver scheme account
31 July 2019 - Super
31 July 2019 - Pension
30 June 2022 - Super
30 June 2022 - Pension
31 May 2022 - Super
31 May 2022 - Pension
30 April 2022 - Super
30 April 2022 - Pension
31 March 2022 - Super
31 March 2022 - Pension
28 February 2022 - Super
31 January 2022 - Super
31 January 2022 - Pension
31 December 2021 - Super
30 November 2021 - Super
31 October 2021 - Super
31 October 2021 - Pension
30 September 2021 - Super
31 August 2021 - Super
31 August 2021 - Pension
31 July 2021 - Super
31 July 2021 - Pension
30 June 2021 - Super
30 June 2021 - Pension
31 May 2021 - Super
31 May 2021 - Pension
30 April 2021 - Super
30 April 2021 - Pension
31 March 2021 - Super
31 March 2021 - Pension
28 February 2021 - Super
31 January 2021 - Super
31 January 2021 - Pension
31 December 2020 - Super
30 November 2020 - Super
31 October 2020 - Super
31 October 2020 - Pension
30 September 2020 - Super
31 August 2020 - Super
31 August 2020 - Pension
31 July 2020 - Super
31 July 2020 - Pension
30 June 2020 - Super
31 October 2020 - Pension
30 June 2020 - Pension
31 May 2020 - Super
31 May 2020 - Pension
30 April 2020 - Super
30 April 2020 - Pension
31 March 2020 - Super
31 March 2020 - Pension
29 February 2020 - Super
31 January 2020 - Super
31 January 2020 - Pension
31 December 2019 - Super
30 November 2019 - Super
31 October 2019 - Super
31 October 2019 - Pension
30 September 2019 - Super
31 August 2019 - Super
31 August 2019 - Pension
31 July 2019 - Super
31 July 2019 - Pension
Binding Death Nomination
Make sure you're covered
How to get insurance savvy for your super
Learn how to decode frequent flyer points
Salary sacrifice
Super boot camp
Organising your super
Maternity leave masterclass
Do you really need a car?
Your credit score
Your credit card
Start a savings plan
Spend less than you earn
Manage debt
Get debts under control
Compound interest
Keep your retirement income afloat
Chart your way to the financial summit
smartMonday PRIME PDS (Product Disclosure Statement)
smartMonday PRIME PDS - Fees and costs guide
smartMonday PRIME PDS - Insurance guide
smartMonday PRIME PDS - Tax, super and privacy guide
smartMonday PRIME PDS - Your investment options guide
smartMonday PRIME PDS - Employer kit
smartMonday DIRECT PDS (Product Disclosure Statement)
smartMonday DIRECT PDS - Fees and costs guide
smartMonday DIRECT PDS - Insurance guide
smartMonday DIRECT PDS - Tax, super and privacy guide
smartMonday DIRECT - Your investment options guide
smartMonday DIRECT PDS - Member kit
smartMonday PENSION - PDS
smartMonday PENSION - TFN Declaration Instructions & Form
smartMonday PENSION Member kit
smartMonday PRIME TESF - PDS
smartMonday PRIME TESF PDS: ASC insurance guide
smartMonday PRIME TESF PDS: Corporate Insurance Guide
smartMonday PRIME TESF PDS: Fees and costs guide
smartMonday PRIME TESF PDS: FreshFood insurance guide
smartMonday PRIME TESF PDS: Tax, super and privacy guide
smartMonday PRIME TESF PDS: Your investment options guide
AIA Australia Priority Protection PDS
AIA Australia Priority Protection PDS – Incorporated by reference material
AIA Professional Insurance Portfolio (PIP Doquile Perrett Meade (DPM) PDS
MetLife Protect and MetLife Protect Super PDS
Zurich Insurance-only Superannuation Plan PDS
smartMonday PRIME Enterprise PDS
Binding death benefit nomination
Change member details
Change member details and options - smartMonday PENSION
Switching investment options
It’s your choice form (portability)
Benefit Transfer or Payment Request
Notice of intent to claim a tax deduction
Application for insurance cover (short form)
Personal statement and declaration of health
Individual insurance transfer
Insurance changes
Life stages additional cover
Tax file number notification
Authority to advise
Adviser registration form
Transfer to KiwiSaver scheme account
Letter of compliance
Identification rules and certification of documents
Understanding investment risk
Transition to retirement pension
Tax on Super
Spouse contributions
Contribution splitting
Downsizer Contribution Guide
Understanding Family Law and Super Factsheet
Financial hardship (early release)
First Home Super Savers Scheme
Enquiries & complaints procedure
Temporary Residents and superannuation - Departing Australia
Target Market Determination (TMD) - smartMonday PRIME and smartMonday DIRECT
Target Market Determination (TMD) - smartMonday PENSION