Update to the Product Disclosure Statements
12 February 2010 – change in Administrator name for Bendigo Superannuation Plan and Bendigo Super Easy® Superannuation Plan
Following the merger of Australian Wealth Management Limited (the parent entity of SMF Fund Management Limited) with IOOF Holdings Limited on 12 May 2009, the merged entity has made the decision to operate its Superannuation Administration arm (amongst other operations) under the name IOOF Investment Management Limited.
As a result the following changes are to be made to the Bendigo Superannuation Plan Product Disclosure Statement (PDS) dated 28 July 2008 and the Bendigo Super Easy® Superannuation Plan PDS dated 14 July 2008:
- References to “SMF Funds Management Limited (SMF or the Administrator) ABN 23 009 564 354” should now be read as “IOOF Investment Management Limited (IOOF or the Administrator) ABN 53 006 695 021”
- Any reference to “SMF Funds Management Limited” should now be read as “IOOF Investment Management Limited”
- Any reference to “SMF” should now be read as “IOOF”, with the exception of references to “SMF Master Pooled Superannuation Trust” and “SMF Master PST”, which remain unchanged
- Any reference to “Australian Wealth Management Limited” and “AWM” should now be read as “IOOF Investment Holdings Limited”
We do not expect this merger and change of name to affect our customers.
10 August 2009 – Disclosure against ASIC Benchmarks (Sandhurst Common Funds)
This document dated 10 August 2009 updates the Sandhurst Common Funds Product Disclosure Statement dated 25 May 2007 (the PDS) and should be read together with the PDS and any updates to the PDS available on our website from time to time.
31 July 2009 – Updated contact information for our external dispute resolution body (Sandhurst Common Funds, Sandhurst Professional Series, Bendigo Managed Funds and Bendigo Managed Wholesale Funds). Click here for further details.
10 March 2009 – New Customer Identification Requirements (Sandhurst Common Funds)
Sandhurst has implemented the Know Your Customer (KYC) requirements in accordance with the Anti Money Laundering and Counter-Terrorism Financing Act 2006. KYC requirements replace the previous requirements that existed under the Financial Transactions & Reports Act 1988 which contained the ‘100 point identification method’ and ‘referee method’. Click here for further details.
1 March 2008 – change in parent entity name
Following the merger of our parent entity Bendigo Bank Limited with Adelaide Bank Limited during November 2007, the merged company has voted to change its name to Bendigo and Adelaide Bank Limited. The name change will take effect from Monday 31 March 2008. Click here for further details.
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