Handbooks

member handbooks
Title Date of issue SIze You should read this for information about:
Member Product Disclosure Statement 1 December 2012 811kb Summary of significant information you need to make a decision about MTAA Super.  It includes references to the following documents which act as additional information.
How Super Works 1 December 2012 928kb Contribution types, eligibility and limits; conditions of release for withdrawing your super benefit and how to claim your benefit (including nominating a beneficiary for your death benefit) before making a decision.
Investment Guide 1 December 2012 314kb MTAA Super Investment Options, how to swtich between them and the risks associated with investing
Fees and Charges 1 December 2012 331kb Fees and costs of each investment option
How is Super Taxed 1 December 2012 354kb Taxation rules on superannuation
Insurance Guide 1 December 2012 658kb Insurance options, eligibility, costs, conditions and exclusions

 

employer handbooks
Title Date
Employer Kit 1 December 2012 1.9mb
Financial Services Guide (FSG) 1 January 2011 40kb

 

pension handbooks
Title Date Size
Pension Handbook 1 December 2012 3.6mb
MTAA Super RetireSafe PDS 1 January 2013 2.81mb

If you are currently in a Term Allocated Pension and have been prior to 20 September 2007, you may be eligible to transfer to MTAA Super’s Term Allocated Pension. For more information on the Term Allocated Pension and to obtain a copy of the Term Allocated Pension Handbook please contact 1300 362 415.

 

Investment handbooks
Title Date Size
Investment Reference Handbook May 2012 967kb