Documents

Including Transparency Information under SIS Act s29QB.
For any plan specific documents, please sign in to your account and access 'Documents and forms' page on the secure member website.

Fund documents

ANNUAL REPORTS

MERCER EASY NEWCASTLE

Annual Report 2019 - Mercer Easy - Newcastle Supplementary (Part 3)

DESIGNATED RULES

Consolidated Designated Rules - Corporate Superannuation Division
Consolidated Designated Rules - Personal Superannuation Division
Consolidated Designated Rules - Allocated Pension Division
Designated Rules – Mercer Retail Division
Consolidated Master Deed - Mercer Master Fund

Financial Services Guides

Trustee Documents

Conflicts of Interest Policy Summary
Constitution
Financial Report 2019
Governance Statement - Containing remuneration information, board attendance reports and other important information about executive officers.
Insurance in Superannuation Voluntary Code of Practice – Annual Code Compliance Report
Insurance in Superannuation Voluntary Code of Practice - Claims Philosophy
Insurance in Superannuation Voluntary Code of Practice - The Trustee of the Mercer Super Trust has adopted the code.
Insurance in Superannuation Voluntary Code of Practice - Transition Plan
Register of Relevant Duties and Interests
Service Providers

Fact Sheets

Whistle-blower Protection Policy

Whistle-blower Protection Policy 2020

Environmental, Social & Governance (ESG) Policies

Climate Change Management Report
Sustainable Investment Policy
Mercer Proxy Voting Summary 2019
Mercer Australian Proxy Voting Disclosure FY 2018-2019
Proxy Voting Search: Mercer has recently changed its proxy voting reporting provider. In July 2020 we will restore the ability to search Mercer’s historical proxy voting record by country and company.

Product Dashboard

Fund Product Disclosure Statements

Choice of fund

Standard choice form

Mercer SmartSuper Plan - Individual Section

Allocated Pension Division

Employer Plan Product Disclosure Statements

IMPORTANT NOTE: The Product Disclosure Statement, Insurance, Investment, How Your Super Works/Other Things You Should Know booklets and Your Plan Fees and Benefits Booklet (if applicable) are under review. All documents will be available by the end of August 2020. If you want more information about these documents, please call the Helpline.

Mercer Super Trust: 1800 682 525, +61 3 8306 0900
Pension: 1800 671 369, +61 3 8306 0906

8am - 7pm (AEST/AEDT), Monday - Friday

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Write to us:

Mercer Super Trust

GPO Box 4303

Melbourne VIC 3001

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