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    Important Documents

    Terms & Conditions

    Privacy Policy

    Product Disclosure Statement

    Super Product Disclosure Statement

    Target Market Determination

    Super Target Market Determination

    Disclosures

    Important Documents

    Chatbot

    Corporate Documents

    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

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