• HOSTPLUS
Info Updated 29 October 2011

FSG

Purpose of this guide

The main purpose of this Financial Services Guide (FSG) is to ensure you are given adequate information about the financial services being offered by HOST-PLUS Pty Limited.

It contains information about the services we offer you, how we are paid, any potential conflict of interest we may have, and our internal and external dispute resolution procedures and how you can access them. If you need more information or clarification of any matters raised in this document, please contact us.

A guide to our relationship with you

Who will be responsible for the financial services provided?

HOST-PLUS Pty Ltd (HOSTPLUS) is responsible for the financial services provided. HOSTPLUS (ABN 79 008 634 704) holds an Australian Financial Services Licence (AFSL No. 244392) and is a Registrable Superannuation Entity Licensee (RSEL No. L0000093).

What kind of financial services is HOSTPLUS authorised to provide me?

HOSTPLUS is authorised to provide a range of financial services. These include dealing in financial products and providing general advice and limited (intra-fund) personal advice under the Australian Securities and Investment Commission Class Order 09/210 (CO 09/210).

HOSTPLUS provides general advice on:

  • HOSTPLUS Superannuation Fund

  • HOSTPLUS Pension Plan

  • AUSfund Eligible Rollover Fund

  • Members Equity Bank products

HOSTPLUS provides limited (intra-fund) personal advice under ASIC Class Order CO 09/210 to its members only on HOSTPLUS Superannuation Fund.

How will I pay for the service?

HOSTPLUS receives member fees for managing the fund. These costs are set out in the HOSTPLUS Product Disclosure Statements and incorporation by reference information.

There are no additional fees for any general financial product or intra-fund advice you receive from us. However, your licensed financial adviser may charge you fees for providing financial product advice. This will be disclosed in a separate FSG provided by your licensed financial adviser. No fees are payable for referrals made to us.

How are our staff paid for providing the service?

Our staff are remunerated by salary only. They do not receive any commissions, fees or bonuses for the services provided to you.

Will you give me advice that is suitable to my personal investment needs and financial circumstances?

The advice that is provided to you is of a general nature does not take into account your particular investment objectives, financial situation or needs. Therefore, before you make an investment decision based on this advice, you need to consider, with or without the assistance of a licensed financial adviser, whether the advice is appropriate for your needs, objectives and financial circumstances.

However, if you have requested limited (intra-fund) personal advice, the advice provided will be limited to the products and arrangements within the fund for existing fund members, and will be based on the information which you provide. Any intra-fund advice will be provided in accordance with the ASIC Class Order CO 09/210.

You should obtain a copy of the relevant Product Disclosure Statement (PDS)and consider the information contained in it before making any decision about whether to acquire an interest in HOSTPLUS.

More about advice

Do you keep my personal information?

The privacy of your information is important to us. We handle your personal information in accordance with our Privacy Policy. Alternatively you may contact us for a copy.

Do any relationships or associations exist that may influence any advice or financial services given to me?

HOST-PLUS Pty Limited is a shareholder of the following organisations:

Does HOSTPLUS have Professional Indemnity Insurance?

HOSTPLUS maintains Professional Indemnity insurance which covers the conduct of employees and Approved Representatives, including those who no longer work for HOSTPLUS but who did at the time of the relevant conduct.

How do I get in contact with HOSTPLUS?

HOSTPLUS Superannuation

HOSTPLUS Pension Plan

What should I do if I have a complaint?

If you have any concerns or complaints about the service provided to you, you should take the following steps.

1. 

  • HOSTPLUS Super Complaints Officer, HOSTPLUS Locked Bag 3 CARLTON SOUTH VIC 3053
  • Tel: 1300 HOSTPLUS (1300 467 875)
  • Fax: 1800 HOSTPLUS (1800 467 875) 
  • HOSTPLUS Pension Complaints Officer, HOSTPLUS 
    Pension Plan Locked Bag 200 CARLTON SOUTH VIC 3053
  • Tel: 1300 348 546
  • Fax: 1300 655 283

2.

If you are not satisfied with our internal complaints resolution process or HOSTPLUS has not responded within 90 days for SCT matters or 45 days for Financial Ombudsman Services matters, you have the right to take your complaint to the following independent resolution body:

In relation to superannuation matters:

  • Superannuation Complaints Tribunal (SCT) Locked Mail Bag 3060 GPO Melbourne 3001
  • Tel: 1300 884 114 (local call cost in Australia)

Please note that there are certain criteria and time limits as to when a complaint can be lodged with the SCT.

If it is outside the jurisdiction of the SCT, you may have the right to take your complaint to:

  • Financial Ombudsman Services Ltd. GPO Box 3. Melbourne, VIC 3001
  • Tel: 1300 780 808 (Local call cost in Australia)

3. In relation to personal information held: Privacy Commissioner GPO Box 5218 SYDNEY NSW 2001 You can also contact the Australian Securities and Investment Commission (ASIC) on their freecall infoline on1300 300 630 to find out which complaints scheme may be available to assist you in settling your complaint. The above services are free to you.

More information about providing us with feedback.

HOSTPLUS State Offices

  • VIC - Melbourne - Level 9, 114 William Street, Melbourne, VIC 3000

  • NSW - Sydney - Level 5, 477 Pitt Street, Sydney, NSW 2000

  • NSW - Parramatta - Level 7, 91 Phillip Street, Parramatta, NSW 2150

  • QLD – Brisbane - Level 10, 144 Edward Street, Brisbane, QLD 4000

  • QLD – Surfers Paradise - Shop 110/111, Pacific Fair Shopping Centre Hooker Boulevard, Broadbeach, QLD 4218

  • QLD – Cairns - Suite M75/76 Mezzanine Level, Shangri-La Executive Centre Pierpoint Road, Cairns QLD 4870

  • QLD - Gold Coast - Shop 4 / 220 Varsity Parade, Varsity Lakes QLD 4226

  • WA - Ground Floor 3 Plain Street, East Perth WA 6004

  • SA - Adelaide -Level 1, 104 Frome Street, Suite 10, Centrepoint Business Centre Adelaide SA 5000

  • NT -  Darwin - Level 1, 48-50 Smith Street, Darwin NT 0800

  • ACT - Canberra - Level 11, 60 Marcus Clarke Street, Canberra ACT 2601

  • TAS – Hobart - Suite 8, 29 Cameron St, Grand Chancellor Airport, Hobart TAS 7000

  • TAS - Launceston - Level 4, 33 Salamanca Place, Launceston TAS 7250

Please refer to this Financial Services Guide for any future dealings with HOSTPLUS. Dated 24 May 2011

Related links

    
Follow @HOSTPLUS

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