| File | Description |
|---|---|
| Portfolio Holding Disclosure | Portfolio holding information for the fund as at 31 December 2021. |
| Product Disclosure Statement | Information about Cruelty Free Super including key features, benefits, risks, fees and costs. |
| Additional Information Booklet | This guide forms part of the PDS. It provides further information about Cruelty Free Super, including key features, benefits, risks, fees and costs. |
| Insurance Guide | Contains important information about the insurance offerings available to Cruelty Free Super members. |
| Financial Services Guide | Contains important information about who we are and your rights as a client. |
| Letter of Compliance | Give this to your employer with the choice form - it confirms that Cruelty Free Super is a complying and regulated super fund that can accept super contributions. |
| Significant Event Notice | Changes to fees applying to Cruelty Free Super from 1 October 2020. |
| Significant Event Notice | Cruelty Free Super will move from the Grosvenor Pirie Master Superannuation Fund – Series 2 to a larger master trust - the Tidswell Master Superannuation Plan. |
| Grosvenor Pirie Master Trust No. 2 Trust Deed | Sets out the rules we follow as a super fund, and what the trustee can and can’t do. |
| 2021 Fund Annual Report | This document contains general information about Cruelty Free Super including its financial performance, management and investment performance over the 2020-21 financial year. |
| 30 June 2020 Fund Annual Report | This document contains general information about Cruelty Free Super including its financial performance, management and investment performance over the 2019-20 financial year. |
| 30 June 2019 Fund Annual Report | This document contains general information about Cruelty Free Super including its financial performance, management and investment performance over the 2018-19 financial year. |
| 30 June 2018 Fund Annual Report | This document contains general information about Cruelty Free Super including its financial performance, management and investment performance over the 2017-18 financial year. |
| 30 June 2017 Fund Annual Report | This document contains general information about Cruelty Free Super including its financial performance, management and investment performance over the 2016-17 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 | This document will focus on the key outcomes found within the assessment in relation to Cruelty Free Super. |
| 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. |
| Design and Distribution Obligations | Target Market Determination for Cruelty Free Super – 5 October 2021 |
| Complaints policy | Details on how to make a complaint about the fund. |
| File | Description |
|---|---|
| Super Nomination Form | Give this to your employer - they need this form to pay your super into your Cruelty Free Super account. |
| ATO Standard Choice Form | This is the ATO version of the Super Nomination Form if your employer requires it in this format. |
| ATO Rollover Form | Complete this form if you are already a member of the Cruelty Free Super fund, and would like to rollover some money from another super fund into your Cruelty Free Super account. |
| Personal Contribution Form | Login and follow the prompts to make a personal contribution into your Cruelty Free Super account. |
| Spouse Contribution Form | Complete this form if you would like to make a contribution into your spouse's Cruelty Free Super account. |
| Life Insurance Transfer Form | Complete this form if you would like to transfer your existing insurance cover to your Cruelty Free Super account. Please email the completed application form to hello@crueltyfreesuper.com.au. |
| TPD Claim Form | Complete this form if you would like to make a claim on your TPD insurance. Please email the completed application form to hello@crueltyfreesuper.com.au. |
| Beneficiary Nomination Form | Complete this form to ensure your benefits go to the right people. |
| Beneficiary Cancellation Form | Complete this form to cancel a previous beneficiary nomination. |
| Third Party Authority Form | Complete this form to authorise a third party e.g. your adviser, to access your account details. |
| ATO Contribution Splitting Form | Complete this form to split your superannuation contributions. |
| Change of Details Form | Complete this form to update your name, date of birth or gender. |
| ATO form to claim or vary tax deductions for personal contributions | Complete this form if you would like to claim a tax deduction for your personal contributions. |
| ATO inactivity declaration | Complete this form if your Cruelty Free Super account is inactive, or is approaching inactivity, and you would like to keep it open. |