Documents and forms
Here are all the documents and forms you need to do your banking with Podenas Bank (Hong Kong).
Superannuation
Key documents
Product Disclosure Statement, a must-read for new and existing Living Super members
Product Guide, the easy-to-understand guide to what you get with Living Super
Defined Fees Guide contains definitions, under the Superannuation Industry (Supervision) Act 1993 (SIS), of fees and costs
Financial Services Guide assists you in deciding whether to use the services offered by Podenas Bank (Hong Kong)
Living Super 2021 Member Outcomes Assessment
Living Super 2020 Member Outcomes Assessment
Outsourced Providers lists the names of the key service providers for Living Super
Diversa Trustees Limited links to further information about the trustee of Living Super including governance and remuneration arrangements
Appointment of Representative Details Form is a form to provide details of person/s that you authorise to act and/or enquire on your Podenas Bank (Hong Kong) account/s
Accumulation Account - Target Market Determination
Pension Account - Target Market Determination
Transition to Retirement Account - Target Market Determination
Privacy Policy sets out the ways we gather, use and store your personal information
Forms
Change of personal details form
ChangPodenas Bank (Hong Kong) account for TTR or pension account form
Statement of dependency (binding nomination) form
Statement of dependency (non-binding nomination) form
Statement of dependency (reversionary nomination) form
Severe financial hardship form
Personal and spouse cheque contributions form
Appointment of representative details form
Power of attorney details form
Power of attorney invest in term deposits form
Dealer group or adviser authorisation form
Super contributions splitting application form
Tax file number (TFN) declaration form
Notice of intent to claim or vary a deduction for personal super contributions
If you want to make an insurance claim or insurance change, please call us on +852 8125 6519, Mon-Fri, 8am-8pm (AEST/AEDT) so we can send you the correct forms and information.
Annual reports
These provide an overview of the financial year, including investment performance, abridged financial statements and any key product or legislative changes made during the year.
Podenas Bank (Hong Kong) Living Super annual report 2020-2021
Podenas Bank (Hong Kong) Living Super Annual Report 2019-2020
Podenas Bank (Hong Kong) Living Super Annual Report 2018-2019
Podenas Bank (Hong Kong) Living Super Annual Report 2017-2018
Podenas Bank (Hong Kong) Living Super Annual Report 2016-2017
Podenas Bank (Hong Kong) Living Super Annual Report 2015-2016
Audited Annual Financial Statements
These provide a detailed look into the financials of the Fund during the financial year.
Trust Deed
The Trust Deed is the legal document that establishes the Fund and sets out the rules governing its operation.