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Log in Letter for your employer or transferring fund confirming that the Fund is complying.
How binding death benefit nominations work and how to set up a binding nomination of your account in the Fund.
Advise us of a change of name, date of birth, contact details, or employment status.
Standard cover - minimum levels (based on your age) for Death and Total and permanent disablement from 1 July 2024.
A summary of the important information about your smartMonday PRIME account, including investments, insurance, and fees.
Details of the fees and costs that apply to your account.
The law requires us to verify a members identity for certain transactions - here's an outline of the requirements and how to get copies of documents legally certified.
All investments carry some form of risk but there are ways to manage it.
Change member details, request conversion of a transition to retirement pension to a retirement pension, switch investment options, provide payment instructions, or nominate or update beneficiaries.
A summary of information about taxation, super rules, and how we handle your personal information.
Information about investing with smartMonday PRIME and details of the investment options available to you.
Contains the application form for employers to participate in the fund.
Contains the application form for members to participate in the fund.
Change managed investment options for current account balance and future cashflow.
Find out how you can protect your most important asset.
Use this form if you’re already a smartMonday member and you change employers.
Use this form to request a transfer/rollover of your benefit to another superannuation fund or a benefit payment to you.
A summary of the important information about your smartMonday PENSION account, including investments and fees.
Like the thought of retiring but not ready to stop work yet? Using your super to buy a transition to retirement pension might be the solution.
Claim a tax deduction on personal (after-tax) contributions or reduce a previous claim for a tax deduction. Download to electronically sign and email your completed form without having to post.
How contributions made to super, earnings inside super and benefits paid out of super are taxed.
If you make contributions on behalf of your spouse, you may be eligible for a tax offset. Read how spouse contributions work and the potential advantages.
The rules & instructions if you want to split your super contributions with your spouse.
If you are going through a relationship break up, your superannuation may be part of the financial settlement. This fact sheet is intended to provide you with general information around the process.
Provides important information on the rules, requirements and release limits relating to claims for financial hardship.
If you are under age 55, use this short-form to apply for or increase your insurance cover
Take our smartQUIZ to find out if that new credit card reward program is really as good as it seems.
This guide is designed to help fund members and employers understand the risk rating of different occupations for insurance purposes. These ratings can affect eligibility for cover and types of disability definitions applied at claim time.
Apply to transfer your insurance cover from another retail insurer or super fund into smartMonday
Contains the application form to open your pension or transition-to-retirement pension account.
A summary of the important information about your smartMonday PRIME TESF account, including investments, insurance, and fees.
Details of the insurance options in your smartMonday account.
Information about the fees and costs in your super account.
Information about the insurance arrangements for members of FreshFood Superannuation Plan.
A summary of information about taxation, super rules, and how we handle your personal information.
Information about investing with smartMonday PRIME and details of the investment options available to you.
Sets out our enquiries and complaints policy and contact details for smartMonday products
Product Disclosure Statement - Retail Insurance Division
Product Disclosure Statement - Retail Insurance Division
Product Disclosure Statement - Retail Insurance Division
Make changes to your insurance such as fix/reducing cover, continuing your income protection cover, changing waiting/benefit periods, changing occupation category
Apply for life stages additional insurance cover for death and disablement
Product Disclosure Statement - Retail Insurance Division
This factsheet explains the rules applying to temporary residents who are departing Australia and wish to claim their superannuation benefit.
The purpose of this Target Market Determination (TMD) is to require issuers and distributors of smartMonday superannuation products to have a consumer centric approach in the product design and distribution, and to help consumers obtain financial products appropriate for their needs.
Invest long term, consolidate your super, make extra contributions and name a beneficiary.
Forget what you've heard - this is the best push present for expectant mums looking for maternity leave hacks.
We unlock the cost of getting a car - does it stack up and can you afford it?
The earlier you start planning for your retirement the better!
The purpose of this Target Market Determination (TMD) is to require issuers and distributors of smartMonday pension product to have a consumer centric approach in the product design and distribution, and to help consumers obtain financial products appropriate for their needs.
The purpose of this Target Market Determination (TMD) is to require issuers and distributors of smartMonday superannuation products to have a consumer centric approach in the product design and distribution, and to help consumers obtain financial products appropriate for their needs.
Appoint a personal financial adviser, provide servicing and transactional authority to them, and authorise the payment of adviser service fees.
Product Disclosure Statement - Retail Insurance Division
Use this form if you are a financial adviser applying to smartMonday for an Adviser Code and access to the Adviser Online Portal.
Use this form to request a transfer of your smartMonday superannuation benefit to a KiwiSaver scheme account you have established in New Zealand.
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smartMonday acknowledges the Traditional Custodians of the lands on which we operate and pay our respects to Elders, past, present and emerging. We recognise the enduring relationship Aboriginal and Torres Strait Islander peoples have with Country and that sovereignty was never ceded. We stand for a future that promotes justice for Aboriginal and Torres Strait Islander peoples and profoundly respects and acknowledges their respective perspectives, culture, language and history.
Your access to this website is subject to these terms and conditions, our privacy statement, the trustee’s privacy statement and all disclaimers on this website.
The information on this website is general in nature and does not take account of your personal financial objectives, situation or needs. Before deciding whether a particular product is appropriate for you, please read and consider the relevant Product Disclosure Statement, Target Market Determination and Financial Services Guide which is available at smartmonday.com.au/documents or by calling us. Contact us about the intra-fund advice services you may be able to access through your membership. Any intra-fund advice is provided by or on behalf of smartMonday Solutions Limited. Past performance is not a reliable indicator of future performance. The content of this website is not intended to represent or be a substitute for specific taxation or legal advice and should not be relied on as such. You should obtain advice from a registered tax agent or legal practitioner. Any taxation, legal and other matters referred to on this website are based on smartMonday and the Trustee’s interpretation of existing laws and should not be relied upon in place of appropriate professional advice. Those laws may change from time to time.
smartMonday is a registered trading name of smartMonday Solutions Limited ABN 48 002 288 646 AFSL 236667, the sponsor of the Smart Future Trust ABN 68 964 712 340 (the Fund). The trustee of the Fund and issuer of the information on this website is Equity Trustees Superannuation Limited ABN 50 055 641 757 AFSL 229757 RSE Licence L0001458. smartMonday products are part of the Fund.
smartMonday and/or the trustee are either the owner or licensed user of the copyright in all material contained on this website. Where a third-party source has been relied on, smartMonday and/or the trustee have attributed credit for that information. Except to the extent necessary for personal use, you are not permitted to reproduce, adapt, upload, link, frame, broadcast, transmit, or distribute any material on this website without the permission of smartMonday or the trustee, or as permitted under law.
This website, the information and materials on the website, and the software made available on the website, are provided 'as is' without any representation or warranty, express or implied, of any kind. To the maximum extent possible, smartMonday and/or the trustee do not warrant or guarantee the accuracy or completeness of the materials or the reliability of any advice, opinion, statement or other information displayed or distributed through the website. You acknowledge that you are responsible for assessing the accuracy and completeness of content on this website, and reliance on any opinion, advice, statement, memorandum or information shall be at your own risk. In no event shall smartMonday and/or the trustee be liable to any website user or any other entity for any damages whatsoever, related to the inability to access or use the material or functions of this website.
© 2024 smartMonday Solutions Limited - Financial Services Guide
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