Guides & Handbooks
MEMBER HANDBOOKS
| Title | Date | Detail |
| Member Product Disclosure Statement | 1 April 2020 | 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. |
| Super Guide | 1 April 2020 | Contribution types, eligibility and limits, how and when you can access your super, types and how to nominate beneficiaries, fees and costs and how super is taxed. |
| Investment Guide |
1 April 2020 | MTAA Super Investment Options, how to switch between them and the risks associated with investing. |
| Insurance Guide | 1 April 2020 | Insurance options, eligibility, costs, conditions and exclusions. |
| Financial Services Guide | 1 July 2019 | Information about the financial services offered by MTAA Super and its representatives. |
| Joint Financial Services Guide | 1 July 2019 | Information about the financial services offered by MTAA Super and its representatives and Link Advice and its representatives. |
PENSION HANDBOOKS
| Title | Date |
| Pension Handbook* |
9 August 2019 |
| Term Allocated Pension Handbook* |
9 August 2019 |
Updates to Product Disclosure Statement
*The following updates have been made since the relevant Product Disclosure Statement was published (9 August, 2019). This complies with ASIC Corporations (Updated Product Disclosure Statements) Instrument 2016/1055.
Pension Handbook (28 August 2019)
On page 36, replace the Objective for the Diversified Fixed Interest option with:
Objective: To perform (before tax and fees) in line with a weighted average of the Bloomberg Ausbond Treasury 0+Year Index, the
J.P. Morgan Government Bond Index - Global. Index hedged to Australian dollars and global floating rate credit targeting a return of 0.8% p.a. above the Bloomberg AusBond Bank Bill Index.
Term Allocated Pension Handbook (28 August 2019)
On page 32, replace the Objective for the Diversified Fixed Interest option with:
Objective: To perform (before tax and fees) in line with a weighted average of the Bloomberg Ausbond Treasury 0+Year Index, the
J.P. Morgan Government Bond Index - Global. Index hedged to Australian dollars and global floating rate credit targeting a return of 0.8% p.a. above the Bloomberg AusBond Bank Bill Index.