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Offer Documents

Offers to purchase interests in any of AXA Australia's products are made in the offer documents listed below.

Copies of current offer documents may be downloaded as PDF files by clicking on the product title. Alternatively, copies of offer documents can be ordered in the normal manner.

Supplementary Product Disclosure Statements (SPDS) that have been released to supplement or replace text for current Offer Document Product Disclosure Statements (PDS) are available for download to update your office stocks. Please ensure that you are aware of what products currently require an SPDS to be used in conjunction with the PDS. PDS’s that require a supplementary document will have it included with normal orders made from Penfold Buscombe, from the effective date pertaining to information changes. This SPDS information will remain as a supplement until the PDS is reprinted.

Information on this web site concerning products that are managed investment schemes has been published by the respective scheme's issuer (responsible entity).

Offer Documents
 
Australian Monthly Income Fund
Product Disclosure Statement (PDF,1.6 mb)
Further details
 
AXA's clearing house facility
Product Disclosure Statement - Super Online, streamlining your super administration (PDF, 371kb)
Further details
 
AXcess Managed Portfolio IDPS Guide
IDPS guide issued 30 October 2006 (PDF, 2.5mb)
Further details
 
AXcess Managed Portfolio Investment Menu
IDPS Investment Menu issue date 13 May 2008 (PDF, 1.1mb)
Further details
 
AXcess Service Guide and FSG
Service Guide and FSG issued 21 June 2007 (PDF, 988kb)
Further details
 
Cash Management Trust
Product Disclosure Statement (PDF, 803kb)
Further details
 
Generations Investment Options
Product Disclosure Statement issued 24 April 2006 and SPDSs (PDF, 7mb)
Further details
 
Generations Investment Portfolio
IDPS Guide and Financial Services Guide (PDF, 1.2mb)
Further details
 
Generations Investment Portfolio Insurance Options
Product Disclosure Statement issued 2 June 2008 (PDF, 1mb)
Further details
 
Generations Personal Pension - additional information
Product Disclosure Statement - Additional information (PDF, 167kb)
Further details
 
Generations Personal Pension
Product Disclosure Statement - Issue date 16 June 2008, effective date 30 June 2008 (PDF, 3.0mb)
Further details
 
Generations Personal Super
Product Disclosure Statement - Issue date 19 May 2008 (PDF, 3mb)
Further details
 
Generations Personal Super
Product Disclosure Statement - Additional information (PDF, 233kb)
Further details
 
Insurance PDS
Product Disclosure Statement dated 27 October 2008
Further details
 
North (Part A) - Personal Superannuation and Personal Pension
Product Disclosure Statement
Further details
 
North (Part A) - Additional Information
Product Disclosure Statement
Further details
 
North (Part B) - Protected Growth guarantee
Product Disclosure Statement
Further details
 
North (Part C) - Investment Options
Product Disclosure Statement
Further details
 
North Investment - Guarantee PDS
Product Disclosure Statement
Further details
 
North Investment - IDPS Guide and Financial Services Guide
Product Disclosure Statement
Further details
 
North Investment Options
Product Disclosure Statement
Further details
 
North Multi-manager
Product Disclosure Statement – Multi-manager
Further details
 
Retirement Directions Allocated Pension Plan
Product Disclosure Statement - Issue date 21 June 2007 (PDF, 695kb)
Further details
 
Simple Super
Product Disclosure Statement - Issue date 21 June 2007 (PDF 2.2mb)
Further details
 
Summit - Investing through the Summit Platform
Investing authority and menu - Issue date 13 May 2008 (PDF, 1.4mb)
Further details
 
Summit Insurance
Product Disclosure Statement - Money Master (PDF, 900 Kb)
Further details
 
Summit Money Master
Portfolio Service for Investment - IDPS Guide with application eform (PDF, 1.1mb)
Further details
 
Summit Personal Pension - additional information
Product Disclosure Statement - Additional information (PDF, 326kb)
Further details
 
Summit Personal Pension
Product Disclosure Statement (PDS) - Issue date 16 June 2008, effective date 30 June 2008 (PDF, 2.7mb)
Further details
 
Summit Select Trust
Product Disclosure Statement (PDF, 1.9mb)
Further details
 
Summit Super
Product Disclosure Statement - Personal Super, Employer Sponsored Super - Issue date 19 May 2008 (PDF, 2.1mb)
Further details
 
Summit Super
Product Disclosure Statement - Additional information (PDF, 327kb)
Further details
 
Summit Superannuation - additional information
Product Disclosure Statement (PDS) - Rollover Pension Plan - Additional Information (PDF, 337kb)
Further details
 
Summit Superannuation
Product Disclosure Statement (PDS) - Rollover Pension Plan - Issue date 16 June 2008, effective date 30 June 2008 (PDF, 1.5mb)
Further details
 
Super Directions for Business
Product Disclosure Statement - Issue date 21 June 2007 (PDF, 2.2mb)
Further details
 
Super Directions for Business Employer Guide
Product Disclosure Statement - Issue date 23 June 2007 (PDF, 960kb)
Further details
 
Super Directions Personal Super Plan
Product Disclosure Statement - Issue date 21 June 2007(PDF, 447kb)
Further details
 
Tailored Super
Product Disclosure Document - Issue date 21 June 2007 (PDF, 2.4mb)
Further details
 
Wholesale Australian Diversified Property Securities Fund
Product Disclosure Statement (PDF, 496 kb)
Further details
 
Wholesale Australian Equity - Growth Fund
Product Disclosure Statement (PDF, 222kb)
Further details
 
Wholesale Australian Equity - Industrials Fund
Product Disclosure Statement (PDF, 211kb)
Further details
 
Wholesale Australian Equity - Value Fund
Product Disclosure Statement (PDF, 188kb)
Further details
 
Wholesale Australian Monthly Income Fund
Product Disclosure Statement (PDF, 445kb)
Further details
 
Wholesale Cash Management Trust
Product Disclosure Statement (PDF, 956 kb)
Further details
 
Wholesale Global Diversified Yield Fund
Product Disclosure Statement (PDF, 272kb)
Further details
 
Wholesale Global Equity - Core Fund
Product Disclosure Statement (PDF, 325kb)
Further details
 
Wholesale Global Equity - Growth Fund
Product Disclosure Statement (PDF, 226kb)
Further details
 
Wholesale Global Equity - Value Fund
Product Disclosure Statement (PDF, 480kb)
Further details
 
Wholesale Global Property Securities Fund (Hedged)
Product Disclosure Statement (PDF, 272kb)
Further details
 
Wholesale Global Property Securities Fund (Unhedged)
Product Disclosure Statement (PDF, 272kb)
Further details
 
 
Supplementary PDS
 
Australian Monthly Income Fund
Supplementary Product Disclosure Statement. Issue date: 23 October 2008 (PDF, 12kb)
Further details
 
AXcess Service Guide FSG
Addendum. Issue date: 6 September 2007 (PDF,467 kb)
Further details
 
Generations Investment Options
Supplementary Product Disclosure Statement. Issue date: 22 August 2008 (PDF, 243kb)
Further details
 
Life Insurance Superannuation Plan
Supplementary Product Disclosure Statement. Date of issue: 19 November 2007 (PDF, 167kb)
Further details
 
Retirement Directions Allocated Pension Plan
Supplementary Product Disclosure Statement 18 August 2008 (PDF, 769 kb)
Further details
 
Simple Super
Supplementary Product Disclosure Statement. Issue date: 20 October 2008 (PDF, 157 kb)
Further details
 
Summit - Investing in the Summit Platform
Supplementary Product Disclosure Statement. Issue date: 7 November 2008 (PDF, 134 kb)
Further details
 
Summit Select Trust
Supplementary Product Disclosure Statement. Issue date: 16 May 2008 (PDF,299 kb)
Further details
 
Super Directions for Business
Supplementary Product Disclosure Statement. Date of issue: 1 September 2008 (PDF, 356kb)
Further details
 
Super Directions for Business Employer Guide
Supplementary Product Disclosure Statement. Issue date: 18 August 2008 (PDF,232 kb)
Further details
 
Super Directions Personal Super Plan
Supplementary Product Disclosure Statement. Issue date: 18 August 2008 (PDF,1mb)
Further details
 
Tailored Super
Supplementary Product Disclosure Statement. Issue date: 20 October 2008 (PDF, 600 kb)
Further details
 
Wholesale Australian Monthly Income Fund
Supplementary Product Disclosure Statement. Issue date: 23 October 2008 (PDF, 12kb)
Further details
 
Wholesale Diversified Funds
Supplementary Product Disclosure Statement. Issue date: 31 January 2005 (PDF, 63kb)
Further details
 

 
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