Corporate Governance Disclosure
All trustees of superannuation funds have a legal responsibility to make certain documents and disclosures available. Equity Trustees Superannuation Limited as trustee of Beyond Super and pension, a sub-fund of the CUBS Superannuation Fund RSE number R1068832 has elected to make these items available from this website. Details of each disclosure and links to the relevant documents are provided below.
Trust Deed
Trust Deed
Issuer and Trustee
Equity Trustees Superannuation Limited ABN 50 055 641 757
Annual Reports
Annual Report 2017
Significant Event Notices issued by the Trustee
Operational Risk Financial Reserve (ORFR)
Issuer and Trustee
Equity Trustees Superannuation Limited ABN 50 055 641 757
Outsourced Providers:
Administrator
Financial Synergy Pty Limited (ACN 005 484 391) as trustee for the Financial Synergy Unit Trust (ABN 73 423 494 780)
Promoter
Top Quartile Management Pty Limited ABN 98 006 771 848
Sub-Promoter
Community CPS Australia Ltd trading as Beyond Bank Australia ABN 15 087 651 143 AFSL /Australian Licence Credit Licence 237 856
Asset Consultant
TAG Asset Consulting Group Pty Ltd (trading as Atchison Consultants) ABN 58 097 703 047
Custodians
Equity Trustees Limited (ABN 46 004 031 298)
Level 2/575 Bourke Street, Melbourne, VIC 3000
Insurer
TAL Life Limited ABN 70 050 109 450
Beyond Super Documents
Beyond Super Product Disclosure Statements
Beyond Super Product Disclosure Statement (PDS)
Beyond Pension Product Disclosure Statement (PDS)
Beyond Super Factsheets
Accessing Benefits Factsheet
Contribution Factsheet
Insurance Factsheet
Investment Factsheet
Nomination of Beneficiaries Factsheet
Other Important Information Factsheet
Fees and Costs Factsheet
Beyond Super Forms
Change of Member Details
Compliance Letter
Death Benefit Nomination
Employer Contributions via BPAY or Cheque
Investment Application form
Membership Application form
Member Contribution via Cheque
Member Contribution via Direct Debit
Notice of Intention Claim Tax Deduction
Super Contribution Eligibility
Super to Pension Transfer Request
Super Investment Switch
Superannuation Transfer Request
Transfer Transition to Retirement Income Stream to an Account Based Pension
Withdrawal Request
Pension forms
Pension Account Change of Details
Pension Investment Switch
Pension TFN Notification
Important information
This information does not take into account your personal objectives, financial situation or needs. You should read the Product Disclosure Statement (PDS) available above before making a decision to acquire this product. Fees and charges apply, refer to the Fees and Costs Fact Sheet for more information.
Insurance cover is provided to eligible Fund members by TAL Life Limited (ABN 70 050 109 450 AFSL 237848), subject to eligibility criteria and acceptance by TAL. Insurance cover may cease in certain circumstances including if there are insufficient funds held in your beyond super account to pay insurance premiums, refer to the Insurance Fact Sheet.
Beyond Super and Pension is issued by Equity Trustees Superannuation Limited RSE License No L0001458 (ABN 50 055 641 757 AFSL 229757) as trustee of the CUBS Superannuation Fund (ABN 90 120 177 925). Community CPS Australia Ltd trading as Beyond Bank Australia | ABN 15 087 651 143 | Australian Credit Licence 237 856 | AFSL 237 856 is the sub-promoter of the CUBS Superannuation Fund.
The Trustee or Beyond Bank Australia and associated or related entities do not guarantee the return of capital or the performance of the Fund, this product or any investment options.
