Documents and Forms
Fund Documents
| File | Description |
|---|---|
| Portfolio Holding Disclosure | Portfolio holding information for the fund as at 31 December 2021. |
| Financial Services Guide | Information about Professional Super’s services, AFS licence, remuneration of our representatives, and how to provide feedback. |
| Letter of Compliance | Give this to your employer with the choice form - it confirms that Professional Super is a complying and regulated super fund that can accept super contributions. |
| Product Disclosure Statement | Information about Professional Super including key features, benefits, risks, fees and costs. |
| Reference Guide | This guide forms part of the PDS. It provides further information about Professional Super including key features, benefits, risks, fees and costs, and our investment options. |
| 2018 Annual Report | This document contains general information about Professional Super including its financial performance, management and investment performance over the 2017-18 financial year. |
| 2019 Annual Report | This document contains general information about Professional Super including its financial performance, management and investment performance over the 2018-19 financial year. |
| 2020 Annual Report | This document contains general information about Professional Super including its financial performance, management and investment performance over the 2019-20 financial year. |
| 2021 Annual Report | This document contains general information about Professional Super including its financial performance, management and investment performance over the 2020-21 financial year. |
| FY20 Member Outcomes Product Summary | Assessment of the outcomes achieved and evidence showing that members’ interests are being promoted. |
| FY21 Member Outcomes Product Summary | Assessment of the outcomes achieved and evidence showing that members’ interests are being promoted. |
| 2021 Annual Member Meeting | Information about the Annual Member Meeting including how to register and ask a question. Registrations close on the 8th of December 2021. |
| Protecting Your Super - Significant Event Notice | The Protecting Your Super Package — Important Changes to Your Super |
| Changes to our Investment Strategy - Significant Event Notice | Updates to investment return objectives, risk measures and time horizon |
| Changes to our Investment Direction - Significant Event Notice | Minor update to our investment approach. |
| Change of Trustee - Significant Event Notice | Diversa Trustees Limited will replace Tidswell Financial Services Ltd as Trustee on 18 December 2020. |
| Design and Distribution Obligations | Target Market Determination for Professional Super – 5 October 2021 |
| Complaints policy | Details on how to make a complaint about the fund. |
Forms
| File | Description |
|---|---|
| Beneficiary Cancellation Form | Complete this form to cancel a previous beneficiary nomination. |
| Beneficiary Nomination Form | Complete this form to ensure your benefits go to the right people. |
| Super Nomination Form | Give this to your employer - they need this form to pay your super into your Professional Super account. |
| ATO Standard Choice Form | This is the ATO version of the Super Nomination Form if your employer requires it in this format. |
| Third Party Authority Form | Complete this form to authorise a third party e.g. your parent, to access your account details. |
Learning
This is general information only and does not take account of your individual investment objectives, financial situation or needs. Before acting on it, consider if the information is appropriate and whether you need to speak to an accredited professional.
You should also consider the Product Disclosure Statement and Target Market Determination before making any decision. This product is issued by Diversa Trustees Limited (ABN 49 006 421 638; AFSL No. 235153; RSE Licence L0000635) as trustee for Student Super Professional Super which is a sub-fund of the Tidswell Master Superannuation Plan (ABN 34 300 938 877, RSE R1004953). Professional Superannuation Management Pty Ltd (ABN 31 617 160 791; AFSL No. 499786) is the Founder and Promoter of Student Super Professional Super which is marketed under two brands; Student Super and Professional Super.
Past performance is not indicative of future performance.
Use of this website is subject to Student Super Professional Super’s Terms and Conditions and Privacy Policy and Information Collection Statement.