Customer Monitoring

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
Identification rules and certification of documents
Introduction to investments
Investing with us
Understanding investment risk
Putting Members Interests First (PMIF) & Protecting Your Super (PYS)
Transition to retirement pension
Tax on Super
Spouse contributions
Contribution splitting
Downsizer Contribution Guide
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
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 managed investment options
Switching investment options - smartMonday PENSION
Choice of Fund form
Notice of intent to claim a tax deduction
Tax file number notification
Authority to advise
Benefit Transfer or Payment Request
smartMonday PRIME PDS (Product Disclosure Statement)
smartMonday PRIME PDS - Insurance guide
smartMonday PRIME PDS - Your investment options guide
smartMonday PRIME PDS - Fees and costs guide
smartMonday PRIME PDS - Tax, super and privacy guide
smartMonday PRIME PDS - Employer kit
smartMonday PENSION - PDS
smartMonday PENSION Member kit
smartMonday PENSION - TFN Declaration Instructions & Form
smartMonday DIRECT PDS (Product Disclosure Statement)
smartMonday DIRECT PDS - Insurance guide
smartMonday DIRECT - Your investment options guide
smartMonday DIRECT PDS - Fees and costs guide
smartMonday DIRECT PDS - Tax, super and privacy guide
smartMonday DIRECT PDS - Member kit
smartMonday PRIME TESF - PDS
smartMonday PRIME TESF PDS: Your investment options guide
smartMonday PRIME TESF PDS: Fees and costs guide
smartMonday PRIME TESF PDS: Tax, super and privacy guide
smartMonday PRIME TESF PDS: Corporate Insurance Guide
smartMonday PRIME TESF PDS: ASC insurance guide
smartMonday PRIME TESF PDS: FreshFood insurance guide
smartMonday PRIME Enterprise PDS
AIA Australia Priority Protection PDS
AIA Professional Insurance Portfolio (PIP Doquile Perrett Meade (DPM) PDS
MetLife Protect and MetLife Protect Super PDS
Zurich Insurance-only Superannuation Plan PDS
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
31 October 2020 - Super
31 October 2020 - Pension
31 October 2020 - Pension
30 September 2020 - Super
30 September 2020 - Pension
31 August 2020 - Super
31 August 2020 - Pension
31 July 2020 - Super
31 July 2020 - Pension
30 June 2020 - Super
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
29 February 2020 - Pension
31 January 2020 - Super
31 January 2020 - Pension
31 December 2019 - Super
31 December 2019 - Pension
30 November 2019 - Super
30 November 2019 - Pension
31 October 2019 - Super
31 October 2019 - Pension
30 September 2019 - Super
30 September 2019 - Pension
31 August 2019 - Super
31 August 2019 - Pension
31 July 2019 - Super
31 July 2019 - Pension
smartMonday PRIME TESF PDS: Spouse Member Kit
smartMonday PRIME PDS (Product Disclosure Statement)
smartMonday PRIME PDS - Insurance guide
smartMonday PRIME PDS - Your investment options guide
smartMonday PRIME PDS - Fees and costs guide
smartMonday PRIME PDS - Tax, super and privacy guide
Letter of compliance
Binding death benefit nomination
Identification rules and certification of documents
Introduction to investments
Investing with us
Understanding investment risk
Putting Members Interests First (PMIF) & Protecting Your Super (PYS)
Transition to retirement pension
Tax on Super
Spouse contributions
Contribution splitting
Downsizer Contribution Guide
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
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 managed investment options
Switching investment options - smartMonday PENSION
Choice of Fund form
Notice of intent to claim a tax deduction
Tax file number notification
Authority to advise
Benefit Transfer or Payment Request
smartMonday PRIME PDS (Product Disclosure Statement)
smartMonday PRIME PDS - Insurance guide
smartMonday PRIME PDS - Your investment options guide
smartMonday PRIME PDS - Fees and costs guide
smartMonday PRIME PDS - Tax, super and privacy guide
smartMonday PRIME PDS - Employer kit
smartMonday PENSION - PDS
smartMonday PENSION Member kit
smartMonday PENSION - TFN Declaration Instructions & Form
smartMonday DIRECT PDS (Product Disclosure Statement)
smartMonday DIRECT PDS - Insurance guide
smartMonday DIRECT - Your investment options guide
smartMonday DIRECT PDS - Fees and costs guide
smartMonday DIRECT PDS - Tax, super and privacy guide
smartMonday DIRECT PDS - Member kit
smartMonday PRIME TESF - PDS
smartMonday PRIME TESF PDS: Your investment options guide
smartMonday PRIME TESF PDS: Fees and costs guide
smartMonday PRIME TESF PDS: Tax, super and privacy guide
smartMonday PRIME TESF PDS: Corporate Insurance Guide
smartMonday PRIME TESF PDS: ASC insurance guide
smartMonday PRIME TESF PDS: FreshFood insurance guide
smartMonday PRIME Enterprise PDS
AIA Australia Priority Protection PDS
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 TESF PDS: Spouse Member Kit
smartMonday PRIME PDS (Product Disclosure Statement)
smartMonday PRIME PDS - Insurance guide
smartMonday PRIME PDS - Your investment options guide
smartMonday PRIME PDS - Fees and costs guide
smartMonday PRIME PDS - Tax, super and privacy guide
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
31 October 2020 - Super
31 October 2020 - Pension
31 October 2020 - Pension
30 September 2020 - Super
30 September 2020 - Pension
31 August 2020 - Super
31 August 2020 - Pension
31 July 2020 - Super
31 July 2020 - Pension
30 June 2020 - Super
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
29 February 2020 - Pension
31 January 2020 - Super
31 January 2020 - Pension
31 December 2019 - Super
31 December 2019 - Pension
30 November 2019 - Super
30 November 2019 - Pension
31 October 2019 - Super
31 October 2019 - Pension
30 September 2019 - Super
30 September 2019 - Pension
31 August 2019 - Super
31 August 2019 - Pension
31 July 2019 - Super
31 July 2019 - Pension