MLC Navigator Retirement Plan Series 2 - Supplementary Product Disclosure Statement 2025

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The MLC Navigator Retirement Plan Series 2 Supplementary Product Disclosure Statement (SPDS) dated March 19, 2018, provides updates to the existing Product Disclosure Statement (PDS) from September 30, 2017. Key changes include the appointment of WealthHub Securities Limited as the preferred broker and new rules for reversionary beneficiary nominations for Transition to Retirement accounts, requiring beneficiaries to meet specific conditions at the time of death. The document emphasizes the importance of reading both the SPDS and PDS together to understand how these changes may affect members.

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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

What is a supplementary product disclosure statement?

A Supplementary Product Disclosure Statement is a document by which a person who has prepared a Product Disclosure Statement (the PDS ) can: (a) correct a misleading or deceptive statement in the PDS; or. (b) correct an omission from the PDS of information it is required to contain; or.

Which products require a PDS?

A product disclosure statement (PDS) is a document that must be provided when offering a financial product. The Corporations Act 2001 (Cth) defines financial products. It includes things like shares, credit cards, loans or bonds.

What is the purpose of a PDS?

A document that financial service providers must provide to you when they recommend or offer a financial product. It must include information about the products key features, fees, commissions, benefits, risks and the complaints handling procedure.

What is the difference between PDS and IM?

PDSs are highly regulated and must comply with specific requirements of the Corporations Act and ASIC policy. IMs are not regulated and there are no specific requirements under the fundraising provisions of the Corporations Act.

What is an example of a product disclosure statement?

For example, a PDS for a car insurance policy could explain how the value of your car would be assessed if you had an accident where it could not be repaired, or a home insurance PDS could explain how leaving your door unlocked could affect your chances of being covered if there was a robbery.

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What is a retirement fund statement?

Summarizes your account activity for the quarter, including your beginning and ending balance, all money in and money out, gains or losses, and vested balance. Your Current. Asset Allocation.