We're preparing annual statements and will notify you when they are available. In the meantime, you can view your current balance, transactions and more by logging into your online account.

Important information

TMD

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Target Market Determination (TMD) - smartMonday PRIME

The purpose of this Target Market Determination (TMD) is to require issuers and distributors of smartMonday superannuation products to have a consumer centric approach in the product design and distribution, and to help consumers obtain financial products appropriate for their needs.

Target Market Determination (TMD) - smartMonday PENSION

The purpose of this Target Market Determination (TMD) is to require issuers and distributors of smartMonday pension product to have a consumer centric approach in the product design and distribution, and to help consumers obtain financial products appropriate for their needs.

Target Market Determination (TMD) - smartMonday Group Insurance

The purpose of this Target Market Determination (TMD) is to require issuers and distributors of smartMonday superannuation products to have a consumer centric approach in the product design and distribution, and to help consumers obtain financial products appropriate for their needs.

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PDS

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Update for smartMonday PRIME and smartMonday PRIME TESF - 1 July 2024

Standard cover - minimum levels (based on your age) for Death and Total and permanent disablement from 1 July 2024.

Product Disclosure Statement - PRIME

A summary of the important information about your smartMonday PRIME account, including investments, insurance, and fees.

Fees and costs guide - PRIME

Details of the fees and costs that apply to your account.

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