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Tools and resources

Tools

and resources

Important documents and resources your clients may need to join and manage their Hostplus SMI investments.

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Adviser

Forms

Everything you need to manage your client's Hostplus account.

Adviser & Licensee Agreement

This document can be used by an Adviser to register for the payment of Advice Fees from a Hostplus account.

Licensee Agreement

This form can be used by Licensees to authorise multiple (nominated) financial advisers to request the payment of advice fees from a Hostplus account.

Advice Fee Consent Form

Consent to deduct financial advice services fees from your Hostplus account.

Letter of Authority

Use this form to authorise someone other than yourself to obtain information regarding your Hostplus account.

Charging an advice fee

With Hostplus, you and your clients can benefit from charging your financial advice fee directly from their nominated Hostplus account.

SMI

Downloads

Everything you need to manage your Hostplus SMI. You can also find additional information in the Frequently Asked Questions section.

Product Disclosure Statement

Information on the features, costs and risks of investing with the Hostplus SMI.

Investment holdings disclosure - Property

Hostplus investment holdings disclosure | Reporting date 30 September 2021

Hosplus SMI Trust Deed

Hostplus Pooled Superannuation Trust

SMI Additional Information Brochure

Detailed information on the product features and costs.

Financial Services Guide

Important information about financial services offered by Hostplus Pty Limited.

Data Handling Statement

Overseas disclosure of personal information and how to make a complaint.

SMI Holdings Disclosure Infrastructure

Important
resources

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