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.

Forms and Docs

Forms

Most popular

Change member details

Advise us of a change of name, date of birth, contact details, or employment status.

Change member details and options - smartMonday PENSION

Change member details, request conversion of a transition to retirement pension to a retirement pension, switch investment options, provide payment instructions, or nominate or update beneficiaries.

Switching investment options

Change managed investment options for current account balance and future cashflow.

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TMD

Target Market Determination (TMD) - smartMonday PRIME and PRIME TESF

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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Adviser

Adviser Portal Login Guide

Adviser Portal Registration Guide

Adviser Portal Transaction Guide

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Portfolio Holdings Disclosure

Pension Portfolio Holdings Disclosure Jun 30

Super Portfolio Holdings Disclosure Jun 30

Pension Portfolio Holdings Disclosure Information

Trust Deed

Trust Deed

SEN register

SEN Register

smartMonday PENSION - Investment option changes at 1 June 2024

smartMonday PRIME - Investment option changes at 1 June 2024

PDS - smartMonday PRIME

Product Disclosure Statement - PRIME

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

How smartMonday Works Guide

This guide gives you more information about smartMonday PRIME, including fees and costs, the investment optionsavailable to you,super rules and taxation.

Insurance guide - PRIME

Details of the insurance options available to you.

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PDS - smartMonday PRIME TESF

Product Disclosure Statement - PRIME TESF

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

How smartMonday PRIME TESF Works Guide

This guide gives you more information about smartMonday PRIME TESF, including fees and costs, the investment optionsavailable to you, super rules and taxation.

Insurance Guide - PRIME TESF

Details of the insurance options in your smartMonday account.

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PDS - smartMonday PENSION

Most popular

Product Disclosure Statement - Pension

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

Member kit (forms) - PENSION

Contains the application form to open your pension or transition-to-retirement pension account.

Other documents

KPMG Pension special fee arrangements

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PDS - Retail Insurance

AIA Australia Priority Protection PDS

Product Disclosure Statement - Retail Insurance Division

AIA Australia Priority Protection PDS – Incorporated by reference material

Product Disclosure Statement - Retail Insurance Division

AIA Professional Insurance Portfolio (PIP Doquile Perrett Meade (DPM) PDS

Product Disclosure Statement - Retail Insurance Division

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Smart Easy Actions

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Binding Death Nomination

Protect your family in 5 minutes.

Make sure you're covered

Do you have insurance to protect you and your loved ones?

How to get insurance savvy for your super

Find out how you can protect your most important asset.

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Performance and report - MySuper

MySuper Performance and Report

Annual Member Meetings and Reports

Smart Future Annual Report 2024

Smart Future Trust Annual Report and Audit Opinion 30 June 2024

Other important documents

Retirement Income Strategy

Financial Services Guide

Material Service Providers

Material Outsource Providers

Other

ATO Standard Form Prime TESF

Smartmonday Overview for Employees

Commutation or rollover request – PENSION

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