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.
- Annual Report 2018 - Mercer Super Trust
- Annual Report 2017 - Mercer Super Trust
- Annual Report 2016 – Mercer Super Trust
- 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
- Defined fees
- Summary of Notices - Allocated Pension Division
- Summary of Notices - Individual Section of the Mercer SmartSuper Plan
- Summary of Notices - Personal Superannuation Division
Financial Services Guides
- Mercer Financial Services Guide
- Mercer Financial Advice Financial Services Guide
- Mercer Super Trust Dispute Resolution Procedures
- Mercer Financial Advice Dispute Resolution Procedures
- Conflicts of Interest Policy Summary
- Financial Report 2018
- Governance Statement - Containing remuneration information, board attendance reports and other important information about executive officers.
- 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
- Accessing your super fact sheet
- Contributions fact sheet
- Government contributions fact sheet
- Tax on lump sum super payouts fact sheet
Environmental, Social & Governance (ESG) Policies
Fund Product Disclosure Statements
Choice of fund
Mercer SmartSuper Plan - Individual Section
- Beneficiaries Fact Sheet
- How Your Super Works
- Product Disclosure Statement
- Application Form
- Insurance Booklet
- Investments Booklet
Allocated Pension Division
The Product Disclosure Statement and other important information booklets are under review. These documents will be available in May 2019. If you want more information about these documents, please call the Helpline.
Employer Plan Product Disclosure Statements
To find the PDS for your Plan, type your employer plan name in the search box below.