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
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
OTHER FUND DOCUMENTS
- Defined fees
- Summary of Notices - Allocated Pension Division
- Summary of Notices - Individual Section of the Mercer SmartSuper Plan
- Summary of Notices - Personal Superannuation Division
- Summary of Notices - Mercer Easy - Newcastle
Financial Services Guides
- Mercer Outsourcing (Australia) Pty Ltd Financial Services Guide
- Mercer Superannuation (Australia) Limited Financial Services Guide
- Mercer Financial Advice Financial Services Guide
- Mercer Super Trust Dispute Resolution Procedures
- Mercer Financial Advice Dispute Resolution Procedures
Trustee Documents
Fact Sheets
Whistle-blower Protection Policy
Environmental, Social & Governance (ESG) Policies
Product Dashboard
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 25th February 2020. If you want more information about these documents, please call the Helpline.
