Important Documents

Corporate Documents

Raiz Invest Limited (ACN 615 510 177) – Anti-Bribery Corruption Policy
Raiz Invest Limited (ACN 615 510 177) – Audit Committee Charter
Raiz Invest Limited (ACN 615 510 177) – Board Charter
Raiz Invest Limited (ACN 615 510 177) – Code of Conduct
Raiz Invest Limited (ACN 615 510 177) – Constitution (conditional on ASX listing)
Raiz Invest Limited (ACN 615 510 177) – Corporate Governance Statement
Raiz Invest Limited (ACN 615 510 177) – Disclosure and Communication Policy
Raiz Invest Limited (ACN 615 510 177) – Diversity, Equity and Inclusion Policy
Raiz Invest Limited (ACN 615 510 177) – Nomination, Remuneration & Culture Committee Charter
Raiz Invest Limited (ACN 615 510 177) – Trading Policy
Raiz Invest Limited (ACN 615 510 177) – Whistleblower Policy
Raiz Invest Limited (ACN 615 510 177) – Risk & Technology Committee Charter

Raiz Invest Limited – Change of Auditor disclosure
Raiz Invest Australia Fund – Internal Disputes Resolution Processes

Audited Raiz Invest Australia Fund Financial Statement 2023
Audited Raiz Property Fund Financial Statement 2023
Audited Raiz Invest Australia Fund Half Year Financial Statement 2023
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 2022
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

Benefit Payment Request Form
Binding Nomination of Beneficiary Form
Letter of Compliance
Employer Choice Form

Raiz Invest Super Material Outsourced Service Providers
Raiz Invest Super Complaints Information
Raiz Invest Super Investment Performance FY 2022
Raiz Invest Super Investment Performance FY 2023
Raiz Invest Super – Member Outcomes Assessments (MOA) for the FY21

Trust Deed – available under Governing Documents section on Acclaim Wealth’s website.
Retirement Income Strategy
Services Australia – Financial Information Services
Moneysmart – Retirement Income
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
Portfolio Holding Disclosure for 30 June 2022
Portfolio Holding Disclosure for 31 December 2022
Portfolio Holding Disclosure for 30 June 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