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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

  • 2020 Annual Financial Report
  • 2019 Annual Financial Report
  • 2018 Annual Financial Report
  • 2017 Annual Financial Report
  • Continuous Disclosure Notice – 15 July 2020 – Change of Auditor
  • Continuous Disclosure Notice – 30 June 2018
  • Continuous Disclosure Notice – 30 June 2017

Freehold Australian Property Fund

  • Continuous Disclosure Notice – 15 July 2020 – Change of Auditor
  • Important notice pursuant to section 601GCA of the Corporations Act 2001 – Proposed constitutional changes to meet requirements for new tax system for managed investment trusts

Mantra Hindmarsh Square Managed Investment Scheme

  • 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 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
    • Additional Investment Form
    • Withdrawal Form
    • PMMIS Hardship Withdrawal form
    • Change of Payment Details Form
    • FATCA and CRS Form
    • Additional Investment Instruction Form
    • Share Trade Form
    • Proof of Identity Fact Sheet

Tidswell Risk Protection Plan

  • Product Disclosure Statement
  • Forms
    • Application Form for Incorporated Bodies
    • Application Form for Individuals

William Blair

  • Product Disclosure Statement
  • Reference Guide
  • Constitution
  • Unit Price

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