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 2020 - Mercer Easy - Newcastle Supplementary (Part 3)

DESIGNATED RULES

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

Financial Services Guides

Trustee Documents

Complaints Management Procedures
Conflicts of Interest Policy Summary
Constitution
Financial Report 2020
Governance Statement - Containing remuneration information, board attendance reports and other important information about executive officers.
Insurance in Superannuation Voluntary Code of Practice – Update
Register of Relevant Duties and Interests
Service Providers

Fact Sheets

Whistle-blower Protection Policy

Whistle-blower Protection Policy 2020

Environmental, Social & Governance (ESG) Policies

Mercer’s investment approach to climate change
Mercer’s investment approach to modern slavery
Sustainable Investment Policy
Sustainable Investment Report
Proxy Voting Search website where you will be able to search for particular proxy votes for the latest financial year. For further information on proxy voting please contact us here.

Product Dashboard

Annual Outcomes Assessment

Annual Outcomes Assessment: February 2021

Portfolio Holdings

Fund Product Disclosure Statements

Choice of fund

Standard choice form

Mercer SmartSuper Plan - Individual Section

Allocated Pension Division

Employer Plan Product Disclosure Statements

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 December 2021. For more information, please call Helpline.