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Publications

Forms

Investments

Education

Resources


Fees and conditions appearing on this website apply to members who join the Trust on or after 1 July 2012. Existing members' fees and conditions are as notified.
 

FACTSHEETS & GUIDES

 
 

The facts at your fingertips…

Our easy-to-read fact sheets and guides give you a quick overview of key investment and superannuation topics.


Super - general

Contributions

Investments

Insurance

Pension

Other

 

Super - general

Introduction to super PDF
Consolidating your super PDF
Rollover options PDF
Tax on super PDF
Tax on death benefits PDF
Temporary residents and superannuation PDF

 

Contributions

Contributions PDF
Salary sacrifice PDF
Government co-contributions PDF
Spouse contributions PDF
Contribution splitting PDF

 

Investments

Investing with the Aon Master Trust PDF
Introduction to investments PDF
Introduction to asset classes PDF
Understanding investment risk PDF
Investment volatility: what to expect and how to find your match PDF
Automatic rebalancing in Personal Super PDF
Calculating standard risk measures PDF

 

Insurance

Tax treatment of employer-sponsored insurance PDF
Insurance enhancements from 1 July 2011 PDF
Binding death benefit nomination PDF
Occupation ratings guide PDF
Insurance: helping you to protect your wealth PDF

 

Pension

Transition to retirement PDF
Guide to transferring your UK pension benefit to the Aon master Trust PDF
Reversionary beneficiary nomination in the Aon Master Trust Pension PDF

 

Other

Federal Budget 2012: report PDF
User guide - Member online services PDF
Identification (ID) rules and certification of documents PDF
Guide to Choice of Fund for employees PDF
Guide to Choice of Fund for employers PDF
Enquiries and complaints procedure PDF
Family law PDF
Leaving your employer PDF
Policy committee guide PDF

 

 


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