Important Documents

Corporate Documents

Audited Raiz Invest Australia Fund Half Year Financial Statement - December 2024
Audited Raiz Property Fund Half Year Financial Statement - December 2024
Audited Raiz Invest Australia Fund Financial Statement 2024
Audited Raiz Property Fund Financial Statement 2024
Audited Raiz Invest Australia Fund Half Year Financial Statement - December 2023
Audited Raiz Property Fund Half Year Financial Statement - December 2023
Raiz Invest Australia Fund – Internal Disputes Resolution Process
Audited Raiz Invest Australia Fund Financial Statement 2023
Audited Raiz Property Fund Financial Statement 2023
Audited Raiz Invest Australia Fund Half Year Financial Statement - December 2022
Audited Raiz Property Fund Half Year Financial Statement 2023
Audited Raiz Invest Australia Fund Financial Statement 2022
Audited Raiz Invest Australia Fund Half Year Financial Statement - December 2021
Audited Raiz Invest Australia Fund Financial Statement 2021
Audited Raiz Invest Australia Fund Financial Statement 2020
Audited Raiz Invest Australia Fund Financial Statement 2019
Audited Raiz Invest Australia Fund Financial Statement 2018
Audited Acorns Fund Financial Statement 2017
Audited Acorns Fund Financial Statement 2016

Raiz Invest Super

Governing documents

Trust Deed – available under Governing Documents section on Acclaim Wealth’s website.

Disclosures

Raiz Invest Super Product Disclosure Statement (PDS)
Raiz Invest Super Member Guide (MG)
Raiz Invest Super Plus Portfolio Investment Guide
Raiz Invest Super Target Market Determination (TMD)
Raiz Invest Super Material Outsourced Service Providers
Raiz Invest Super Retirement Income Strategy
Raiz Invest Super Investment Performance FY 2022
Raiz Invest Super Investment Performance FY 2023
Portfolio Holding Disclosure for 30 June 2022
Portfolio Holding Disclosure for 31 December 2022
Portfolio Holding Disclosure for 30 June 2023
Portfolio Holding Disclosure for 31 December 2023
Portfolio Holding Disclosure for 30 June 2024
Portfolio Holding Disclosure for 31 December 2024
Raiz Invest Super – Member Outcomes Assessments (MOA) for the FY21

Trustee information

Raiz Invest Super Letter of Compliance

Financial information

AMG Super Annual Report 2024
Acclaim Wealth Annual Report 2023
DIY Master Plan 2022 AMM Minutes
DIY Raiz Notice of Annual Member Meeting 2022
DIY Master Plan Annual Report 2022 Part 1
DIY Master Plan Annual Report 2022 Part 2
DIY Master Plan Annual Report 2021 PART 1
DIY Master Plan Annual Report 2021 PART 3

Significant Event Notices

SEN: Change of Trustee 1 November 2022
SEN: Superestate is now part of Raiz Invest Super 23 March 2023
SEN: Expense recovery fee 30 May 2023

Forms

Benefit Payment Request Form
Binding Nomination of Beneficiary Form
Non Binding Nomination of Beneficiary Form
Superannuation Choice Form

Policies and Processes

Death Benefit Nomination
Death Benefit – How to Make a Claim
Raiz Invest Super Complaints Information

Other links

Services Australia – Financial Information Services
Moneysmart – Retirement Income