Legal
Documents and Forms
As of 30 October 2020, our new registered address is Level 9, Podium 530 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
- Target Market Determination Sep 2021
- 2021 Annual Financial Report
- 2020 Annual Financial Report
- 2019 Annual Financial Report
- 2018 Annual Financial Report
- “Free” Accommodation Information Sheet
- Continuous Disclosure Notice – 15 July 2020 – Change of Auditor
- Continuous Disclosure Notice – 2 February 2017
- “Free” Accommodation Request Form
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
- 2021 Annual Financial Report – 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
- TMSP Division 1 – Complaints Information
- 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
- 2021 Annual Financial Report
- 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