Customer Monitoring

PLEASE NOTE: Effective 1 May 2022 the name of the fund has changed from the Aon Master Trust to the Smart Future Trust. This is a name change only and has no material impact on the operations of the Fund. We are currently in the process of updating fund materials and relevant industry databases and expect this to be completed by 30 June. 

Looking for guides, investment returns, fees, fact sheet or forms?
You’ll find them all here – and more.

Letter of compliance
Binding death benefit nomination
Renewal of binding death benefit nomination
Revocation of binding death benefit nomination
Change member details
smartMonday PRIME PDS (Product Disclosure Statement)
smartMonday PRIME PDS - Fees and costs guide
smartMonday PRIME PDS - Insurance guide
Binding death benefit nomination
Identification rules and certification of documents
Closing investment options (October 2021)
Introduction to investments
Investing with us
Understanding investment risk
Change member details and options - smartMonday PENSION
smartMonday PRIME PDS - Tax, super and privacy guide
smartMonday PRIME PDS - Your investment options guide
Standard Risk Measures
smartMonday PRIME PDS - Employer kit
smartMonday DIRECT PDS (Product Disclosure Statement)
smartMonday DIRECT PDS - Fees and costs guide
smartMonday DIRECT PDS - Insurance guide
smartMonday DIRECT PDS - Tax, super and privacy guide
smartMonday DIRECT - Your investment options guide
Standard Risk Measures
smartMonday DIRECT PDS - Member kit
Switching investment options - smartMonday PRIME & DIRECT
Switching investment options - smartMonday PENSION
30 April 2022 - Super
30 April 2022 - Pension
31 March 2022 - Super
31 March 2022 - Pension
28 February 2022 - Super
31 January 2022 - Super
31 January 2022 - Pension
31 December 2021 - Super
30 November 2021 - Super
31 October 2021 - Super
31 October 2021 - Pension
30 September 2021 - Super
31 August 2021 - Super
31 August 2021 - Pension
31 July 2021 - Super
31 July 2021 - Pension
30 June 2021 - Super
30 June 2021 - Pension
31 May 2021 - Super
Standard Risk Measures
Indirect costs - Investments
Putting Members Interests First (PMIF) & Protecting Your Super (PYS)
Binding Death Nomination
Make sure you're covered
How to get insurance savvy for your super
It’s your choice form (portability)
Benefit Transfer or Payment Request
smartMonday PENSION - PDS
Transition to retirement pension
Notice of intent to claim a tax deduction
Standard Risk Measures
smartMonday PENSION - TFN Declaration Instructions & Form
Tax on Super
Spouse contributions
Contribution splitting
Downsizer Contribution Guide
Understanding Family Law and Super Factsheet
Financial hardship (early release)
Understand Investment Risk
Learn how to decode frequent flyer points
Salary sacrifice
31 May 2021 - Pension
30 April 2021 - Super
30 April 2021 - Pension
31 March 2021 - Super
31 March 2021 - Pension
28 February 2021 - Super
31 January 2021 - Super
31 January 2021 - Pension
31 December 2020 - Super
First Home Super Savers Scheme
smartMonday PENSION Member kit
30 November 2020 - Super
31 October 2020 - Super
31 October 2020 - Pension
smartMonday PRIME TESF - PDS
30 September 2020 - Super
31 August 2020 - Super
smartMonday PRIME TESF PDS: ASC insurance guide
smartMonday PRIME TESF PDS: Corporate Insurance Guide
smartMonday PRIME TESF PDS: Fees and costs guide
smartMonday PRIME TESF PDS: FreshFood insurance guide
smartMonday PRIME TESF PDS: Tax, super and privacy guide
smartMonday PRIME TESF PDS: Your investment options guide
Standard Risk Measures
Enquiries & complaints procedure (smartMonday PRIME/DIRECT)
31 August 2020 - Pension
31 July 2020 - Super
31 July 2020 - Pension
30 June 2020 - Super
31 October 2020 - Pension
30 June 2020 - Pension
Enquiries & complaints procedure (smartMonday PRIME TESF)
31 May 2020 - Super
31 May 2020 - Pension
Enquiries & complaints procedure (smartMonday PRIME Enterprise)
30 April 2020 - Super
30 April 2020 - Pension
31 March 2020 - Super
31 March 2020 - Pension
29 February 2020 - Super
AIA Australia Priority Protection PDS
AIA Australia Priority Protection PDS – Incorporated by reference material
AIA Professional Insurance Portfolio (PIP Doquile Perrett Meade (DPM) PDS
Enquiries & complaints procedure (smartMonday PENSION)
31 January 2020 - Super
31 January 2020 - Pension
31 December 2019 - Super
Policy committee guidelines
MetLife Protect and MetLife Protect Super PDS
Temporary Residents and superannuation - Departing Australia
30 November 2019 - Super
Super-Standard-Choice Form
ATO Standard Choice of Fund form (TESF)
ATO Standard Choice of Fund form (PRIME)
Tax file number notification
Target Market Determination (TMD) - smartMonday PRIME and smartMonday DIRECT
Super boot camp
Organising your super
Consolidate your super
Maternity leave masterclass
Do you really need a car?
Your credit score
Your credit card
Track your spending
Start a savings plan
Spend less than you earn
Manage debt
Get debts under control
Compound interest
Keep your retirement income afloat
Chart your way to the financial summit
Target Market Determination (TMD) - smartMonday PENSION
Authority to advise
31 October 2019 - Super
31 October 2019 - Pension
30 September 2019 - Super
Zurich Insurance-only Superannuation Plan PDS
smartMonday PRIME Enterprise PDS
31 August 2019 - Super
31 August 2019 - Pension
Adviser registration form
Transfer to KiwiSaver scheme account
31 July 2019 - Super
31 July 2019 - Pension
30 April 2022 - Super
30 April 2022 - Pension
31 March 2022 - Super
31 March 2022 - Pension
28 February 2022 - Super
31 January 2022 - Super
31 January 2022 - Pension
31 December 2021 - Super
30 November 2021 - Super
31 October 2021 - Super
31 October 2021 - Pension
30 September 2021 - Super
31 August 2021 - Super
31 August 2021 - Pension
31 July 2021 - Super
31 July 2021 - Pension
30 June 2021 - Super
30 June 2021 - Pension
31 May 2021 - Super
31 May 2021 - Pension
30 April 2021 - Super
30 April 2021 - Pension
31 March 2021 - Super
31 March 2021 - Pension
28 February 2021 - Super
31 January 2021 - Super
31 January 2021 - Pension
31 December 2020 - Super
30 November 2020 - Super
31 October 2020 - Super
31 October 2020 - Pension
30 September 2020 - Super
31 August 2020 - Super
31 August 2020 - Pension
31 July 2020 - Super
31 July 2020 - Pension
30 June 2020 - Super
31 October 2020 - Pension
30 June 2020 - Pension
31 May 2020 - Super
31 May 2020 - Pension
30 April 2020 - Super
30 April 2020 - Pension
31 March 2020 - Super
31 March 2020 - Pension
29 February 2020 - Super
31 January 2020 - Super
31 January 2020 - Pension
31 December 2019 - Super
30 November 2019 - Super
31 October 2019 - Super
31 October 2019 - Pension
30 September 2019 - Super
31 August 2019 - Super
31 August 2019 - Pension
31 July 2019 - Super
31 July 2019 - Pension
Binding Death Nomination
Make sure you're covered
How to get insurance savvy for your super
Understand Investment Risk
Learn how to decode frequent flyer points
Salary sacrifice
Super boot camp
Organising your super
Consolidate your super
Maternity leave masterclass
Do you really need a car?
Your credit score
Your credit card
Track your spending
Start a savings plan
Spend less than you earn
Manage debt
Get debts under control
Compound interest
Keep your retirement income afloat
Chart your way to the financial summit
smartMonday PRIME PDS (Product Disclosure Statement)
smartMonday PRIME PDS - Fees and costs guide
smartMonday PRIME PDS - Insurance guide
smartMonday PRIME PDS - Tax, super and privacy guide
smartMonday PRIME PDS - Your investment options guide
Standard Risk Measures
smartMonday PRIME PDS - Employer kit
smartMonday DIRECT PDS (Product Disclosure Statement)
smartMonday DIRECT PDS - Fees and costs guide
smartMonday DIRECT PDS - Insurance guide
smartMonday DIRECT PDS - Tax, super and privacy guide
smartMonday DIRECT - Your investment options guide
Standard Risk Measures
smartMonday DIRECT PDS - Member kit
smartMonday PENSION - PDS
Standard Risk Measures
smartMonday PENSION - TFN Declaration Instructions & Form
smartMonday PENSION Member kit
smartMonday PRIME TESF - PDS
smartMonday PRIME TESF PDS: ASC insurance guide
smartMonday PRIME TESF PDS: Corporate Insurance Guide
smartMonday PRIME TESF PDS: Fees and costs guide
smartMonday PRIME TESF PDS: FreshFood insurance guide
smartMonday PRIME TESF PDS: Tax, super and privacy guide
smartMonday PRIME TESF PDS: Your investment options guide
Standard Risk Measures
AIA Australia Priority Protection PDS
AIA Australia Priority Protection PDS – Incorporated by reference material
AIA Professional Insurance Portfolio (PIP Doquile Perrett Meade (DPM) PDS
MetLife Protect and MetLife Protect Super PDS
Zurich Insurance-only Superannuation Plan PDS
smartMonday PRIME Enterprise PDS
Binding death benefit nomination
Renewal of binding death benefit nomination
Revocation of binding death benefit nomination
Change member details
Change member details and options - smartMonday PENSION
Switching investment options - smartMonday PRIME & DIRECT
Switching investment options - smartMonday PENSION
It’s your choice form (portability)
Benefit Transfer or Payment Request
Notice of intent to claim a tax deduction
Tax file number notification
Authority to advise
Adviser registration form
Transfer to KiwiSaver scheme account
Letter of compliance
Binding death benefit nomination
Identification rules and certification of documents
Closing investment options (October 2021)
Introduction to investments
Investing with us
Understanding investment risk
Standard Risk Measures
Indirect costs - Investments
Putting Members Interests First (PMIF) & Protecting Your Super (PYS)
Transition to retirement pension
Tax on Super
Spouse contributions
Contribution splitting
Downsizer Contribution Guide
Understanding Family Law and Super Factsheet
Financial hardship (early release)
First Home Super Savers Scheme
Enquiries & complaints procedure (smartMonday PRIME/DIRECT)
Enquiries & complaints procedure (smartMonday PRIME TESF)
Enquiries & complaints procedure (smartMonday PRIME Enterprise)
Enquiries & complaints procedure (smartMonday PENSION)
Policy committee guidelines
Temporary Residents and superannuation - Departing Australia
Super-Standard-Choice Form
ATO Standard Choice of Fund form (TESF)
ATO Standard Choice of Fund form (PRIME)
Target Market Determination (TMD) - smartMonday PRIME and smartMonday DIRECT
Target Market Determination (TMD) - smartMonday PENSION