SuperLife

Legal Documents

 

Product Disclosure Statements

Product Disclosure Statement - SuperLife Invest

Product Disclosure Statement - SuperLife KiwiSaver scheme

Product Disclosure Statement - SuperLife Superannuation Master Trust

Product Disclosure Statement - SuperLife UK pension transfer scheme

Product Disclosure Statement - SuperLife workplace savings scheme

Other Material Information

Other Material Information - Responsible Investment Policy

Other Material Information - SuperLife Invest

Other Material Information - SuperLife KiwiSaver scheme

Other Material Information - SuperLife Superannuation Master Trust

Other Material Information - SuperLife UK pension transfer scheme

Other Material Information - SuperLife workplace savings scheme

Statements of Investment Policies and Objectives

Statement of Investment Policy and Objectives - SuperLife Invest

Statement of Investment Policy and Objectives - SuperLife KiwiSaver scheme

Statement of Investment Policy and Objectives - SuperLife Superannuation Master Trust

Statement of Investment Policy and Objectives - SuperLife UK pension transfer scheme

Statement of Investment Policy and Objectives - SuperLife workplace savings scheme

Financial Advice Provider Disclosure Statement

Financial Advice Provider Disclosure Statement

Complaints Disclosure Statement

Fund Updates

SuperLife Invest    Current

March 2024

December 2023  September 2023  June 2023  March 2023  December 2022  September 2022  June 2022  March 2022

December 2021  September 2021  June 2021  March 2021  December 2020  September 2020  June 2020  March 2020  

December 2019  September 2019  June 2019  March 2019  December 2018  September 2018  June 2018  March 2018   

December 2017  September 2017  June 2017  March 2017  December 2016  September 2016

SuperLife KiwiSaver scheme    Current

March 2024

December 2023  September 2023  June 2023  March 2023  December 2022  September 2022  June 2022  March 2022

December 2021  September 2021  June 2021  March 2021  December 2020  September 2020  June 2020  March 2020  

December 2019  September 2019  June 2019  March 2019  December 2018  September 2018  June 2018  March 2018   

December 2017  September 2017  June 2017  March 2017  December 2016  September 2016  Historic

SuperLife Superannuation Master Trust*   Current

March 2024

December 2023  September2023  June 2023  March 2023  December 2022  September 2022  June 2022  March 2022

December 2021  September 2021  June 2021  March 2021

SuperLife UK pension transfer scheme   Current

March 2024

December 2023  September 2023  June 2023  March 2023  December 2022  September 2022  June 2022  March 2022

December 2021  September 2021  June 2021  March 2021  December 2020  September 2020  June 2020  March 2020  

December 2019  September 2019  June 2019  March 2019  December 2018  September 2018  June 2018  March 2018   

December 2017  September 2017  June 2017  March 2017  December 2016  September 2016

SuperLife workplace savings scheme   Current

March 2024

December 2023  September 2023  June 2023  March 2023  December 2022  September 2022  June 2022  March 2022

December 2021  September 2021  June 2021  March 2021  December 2020  September 2020  June 2020  March 2020  

December 2019  September 2019  June 2019  March 2019  December 2018  September 2018  June 2018  March 2018   

December 2017  September 2017  June 2017  March 2017  December 2016  September 2016

Annual Reports

SuperLife Invest  31 March 2024   31 March 2023   31 March 2022    31 March 2021    31 March 2020    31 March 2019   31 March 2018   31 March 2017

SuperLife KiwiSaver scheme  31 March 2024   31 March 2023   31 March 2022   31 March 2021    31 March 2020   31 March 2019   31 March 2018   31 March 2017   31 March 2016

SuperLife Superannuation Master Trust*  31 March 2024   31 March 2023

SuperLife UK pension transfer scheme   31 March 2024   31 March 2023   31 March 2022    31 March 2021   31 March 2020    31 March 2019   31 March 2018   31 March 2017   31 March 2016

SuperLife workplace savings scheme     31 March 2024   31 March 2023   31 March 2022    31 March 2021    31 March 2020   31 March 2019   31 March 2018   31 March 2017   31 March 2016 

Financial Statements

SuperLife Invest   31 March 2024   31 March 2023   31 March 2022    31 March 2021   31 March 2020   31 March 2019   31 March 2018   31 March 2017

SuperLife KiwiSaver scheme  31 March 2024   31 March 2023   31 March 2022    31 March 2021   31 March 2020   31 March 2019   31 March 2018   31 March 2017    31 March 2016

SuperLife Superannuation Master Trust   31 March 2024

SuperLife UK pension transfer scheme  31 March 2024   31 March 2023   31 March 2022   31 March 2021   31 March 2020   31 March 2019   31 March 2018   31 March 2017    31 March 2016

SuperLife workplace savings scheme   31 March 2024   31 March 2023   31 March 2022   31 March 2021   31 March 2020   31 March 2018   31 March 2017   31 March 2016

 

 

*Prior to 28 August 2023, the Superlife Superannuation Master Trust was named the ASB Superannuation Master Trust (SMT). In February 2022, Smartshares Limited (Smartshares) became the manager of the scheme. In August 2023, Smartshares took over all investment management and administration functions for the scheme. Historical versions of the SMT Fund Updates, Annual Reports and Financial Statements are available on the scheme register at disclose-register.companiesoffice.govt.nz.

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