Legal
Documents and Forms
As of 30 October 2020, our new registered address is Level 7, 287 Collins St Melbourne VIC 3000.
Corporate Documents
Tidswell Financial Services Limited
- Constitution
- 2020 Annual Financial Report
- 2019 Annual Financial Report
- 2018 Annual Financial Report
- 2017 Annual Financial Report
- 2016 Annual Financial Report
- Directors and Executive Officers
- Director and Executive remuneration
- TFSL Register of Relevant Duties and Interests
- Summary of Directors’ Board Meeting attendances for the last 7 years
- Change in control
- Conflicts Management Policy Summary
- Proxy voting policy
- Privacy Policy
- Material Outsourcing Agreements
- 3rd Party Authority Form
Funds and financial products
Commonwealth House Unit Trust Managed Investment Scheme
Freehold Australian Property Fund
Mantra Hindmarsh Square Managed Investment Scheme
Pooled Mortgage Managed Investment Scheme
Direct Mortgage Managed Investment Scheme
- PMMIS Illiquidity – FAQs
- PMMIS – Loan Portfolio as at 31 March 2021
- PMMIS – Loan Portfolio as at 30 September 2020
- PMMIS – Loan Portfolio as at 30 June 2020
- PMMIS – Loan Portfolio as at 31 March 2020
- PMMIS – Loan Portfolio as at 31 December 2019
- Fund Profile – June 2020 – Pooled Mortgage Managed Investment Scheme
- Fund Profile – March 2020 – Pooled Mortgage Managed Investment Scheme
- Fund Profile – February 2020 – Pooled Mortgage Managed Investment Scheme
- Fund Profile – January 2020 – Pooled Mortgage Managed Investment Scheme
- Fund Profile – December 2019 – Pooled Mortgage Managed Investment Scheme
- Fund Profile – November 2019 – Pooled Mortgage Managed Investment Scheme
- Fund Profile – October 2019 – Pooled Mortgage Managed Investment Scheme
- Fund Profile – September 2019 – Pooled Mortgage Managed Investment Scheme
- 2020 Annual Financial Report – Pooled Mortgage Managed Investment Scheme
- 2020 Annual Financial Report – Direct Mortgage Managed Investment Scheme
- 2019 Annual Financial Report – Pooled Mortgage Managed Investment Scheme
- 2019 Annual Financial Report – Direct Mortgage Managed Investment Scheme
- 2018 Annual Financial Report – Pooled Mortgage Managed Investment Scheme
- 2018 Annual Financial Report – Direct Mortgage Managed Investment Scheme
- Continuous Disclosure Notice – 15 July 2020 – Change of Auditor
- Continuous Disclosure Notice – 30 June 2019
- Continuous Disclosure Notice – 31 December 2018
- Continuous Disclosure Notice – 30 September 2018
- Continuous Disclosure Notice – 30 June 2018
- Continuous Disclosure Notice – 31 March 2018
- Continuous Disclosure Notice – 31 December 2017
- Continuous Disclosure Notice – 30 September 2017
- Continuous Disclosure Notice – 30 June 2017
- Continuous Disclosure Notice – 31 March 2017
- Continuous Disclosure Notice – 2 February 2017
- Continuous Disclosure Notice – 31 December 2016
- Continuous Disclosure Notice – 30 September 2016
- Continuous Disclosure Notice – 30 June 2016
Tidswell Master Superannuation Plan
- Notice of change of trustee – 18 November 2020 – Significant Event Notice
- Product changes coming into effect on 31 July 2020 – Significant Event Notice
- Protecting Your Super – Significant Event Notice
- Trust Deed dated 17 June 1988 (as amended)
- Deed of Amendment dated 19 September 2018
- Product Disclosure Statement (PDS) Update – Changes to Default Insurance
- Investment Guide
- Insurance Guide
- Annual Report(Current)
- 2020 Annual Financial Report
- 2019 Annual Financial Report
- 2018 Annual Financial Report
- Statement of Compliance
- Claiming a Death Benefit Fact Sheet
- Forms
- Benefit Payment Request
- Work Test Declaration
- Death Benefit Claim Form
- Nomination of Beneficiaries Form
- Reversionary Beneficiary Nomination Form
- Transfer Whole Balance of Superannuation
- Transfer Whole Balance of Superannuation to SMSF
- Insurance Amendment Form
- Pension Payment Amendment Form
- Reversionary Pension Acceptance Form
- Change of Details Form
- Additional Investment Instruction Form
- Share Trade Form
- Proof of Identity Fact Sheet
Tidswell Investment Plan
- Closure of Investment Options from 31 July 2020 – Significant Event Notice
- Investment Guide
- 2020 Annual Financial Report
- 2019 Annual Financial Report
- 2018 Annual Financial Report
- 2020 Annual Report
- 2019 Annual Report
- 2018 Annual Report
- 2017 Annual Investment Report
- 2016 Annual Investment Report
- 2015 Annual Investment Report
- Continuous Disclosure Notice – 15 July 2020 – Change of Auditor
- Continuous Disclosure Notice – 2 February 2017
- Forms