Resources
At Shume & Associates we are committed to reducing the wastage of paper and so we encourage our clients to use our resources page to access documents that would otherwise need to be printed.
Important Information
Pleade find below our Financial Services Guide and Privacy Statement.
Financial Services Guide
Privacy Statement
Product Disclosure Statements
This page provides electronic access to Product Disclosure Statements (PDS’s) for clients of Shume & Associates. The information provided on this page is general information. Unless you have been specifically directed to a particular document by Shume & Associates, the information provided on, and available from, this page does not constitute financial or taxation advice.
AB Managed Volatility Equities Fund – 29 Sept 2017
Allan Gray Aust Equity Fund – 1 Jul 2017
Allan Gray Australia Stable Fund – 1 July 2017
AMP Capital Australian Property Fund – 22 Feb 2018
AMP Saver Account – 1 Feb 2018
AMP SuperEdge Saver Account – 1 Feb 2018
Antares Dividend Builder – 12 June 2018
Antipodes Global Fund – 27 Sept 2017
Antipodes Wholesale Plus Global Fund – 1 Jul 2017
APN Wholesale Plus AREIT Fund – 1 Jul 2017
Arrowstreet Global Equity Fund (Hedged) – 22 Sept 2017
Australian Ethical Australian Shares Fund 2 Oct 2018
Australian Unity Healthcare Property Trust – 30 Sept 2017
Australian Unity Wingate Global Equity Fund – 30 Sept 2017
Auswide Wealth Management Account – 12 Dec 2018
Bell Potter Online Terms & Conditions – 6 Feb 2017
Betashares Aust High Interest Cash ETF – AAA – 29 Sept 2017
Betashares Aust Top 20 Equity Yield Maximiser – YMAX – 29 Sept 2017
Betashares Managed Risk Aust Share Fund – AUST – 29 Sept 2017
BoQ DDH Graham Deposit Account – 1 Apr 2018
BoQ Specialist Deposits – 1 Aug 2017
BT Panorama BT CMA – 1 July 2019
BT Panorama Fees and Costs – 9 March 2018
BT Panorama Investments Additional Info & Terms – 1 July 2019
BT Panorama Investments Investor Guide – 1 July 2019
BT Panorama Investments Important Changes – 23 July 2018
BT Panorama Super Product Disclosure Statement – 1 July 2019
BT Panorama Super Additional Information Booklet – 1 July 2019
BT Panorama Super – Investment Options – Full Menu – 17 June 2019
BT Panorama Super – Investment Options – Compact – 17 June 2019
BT Protection Plans – 1 April 2019
BT Smaller Companies Fund – 18 Sep 2017
BT SuperWrap (Open) – 23 Jul 2018
BT SuperWrap (Open) Additional Info – 23 Jul 2018
BT SuperWrap (Portfolio) – 1 Nov 2018
BT SuperWrap (Portfolio) Additional Info – 30 Sept 2017
BT SuperWrap (Administrator) – 30 Sept 2017
BT Wrap Essentials Investment Funds 27 November 2009
CFS FirstChoice Wsale Super & Pension – 1 Jul 2019
CFS FirstChoice Wsale Investments – 3 June 2019
CFS FirstChoice Wsale Deposits – 3 June 2019
Charter Hall Direct PFA Fund – 25 Jan 2019
Cromwell Direct Property Fund – 29 Sept 2017
Cromwell Phoenix Property Securities Fund – 29 Sept 2017
Fidelity Australian Equities Fund – 24 Jan 2017
Fidelity Future Leaders Fund – 28 Sept 2017
Fidelity Wholesale Plus Australian Equities Fund – 1 Jul 2017
Hyperion Small Growth Companies Fund – 30 Apr 2015
ING Business Optimiser – 21 December 2018
ING Savings Maximiser – 21 December 2018
ING Business Term Deposits – 15 Feb 2019
ING Personal Term Deposits – 15 Feb 2019
Investors Mutual All Industrials Share Fund – 21 Sept 2017
Investors Mutual Australian Share Fund – 21 Sept 2017
Investors Mutual Equity Income Fund – 21 Sept 2017
Investors Mutual Future Leaders Fund – 21 Sept 2017
Investors Mutual Investment Guide – 21 Sept 2017
Macquarie Bank Term Deposit – 1 July 2017
Macquarie Cash Management Account – 13 Nov 2017
Macquarie Super Accummulator – 7 Feb 2019
Magellan Funds Additional Information – 1 Dec 2017
Magellan Global Fund – 28 Sept 2017
Magellan Global Equities Fund (MGE) – 28 Sept 2017
Magellan Global Trust – MGG – 21 August 2017
Magellan High Conviction Fund – 1 Dec 2017
Magellan Infrastructure Fund – 28 Sept 2017
Magellan Infrastructure Fund (Unhedged) – 28 Sept 2017
Magellan Wholesale Plus Global Fund – 1 Jul 2017
MCP Master Income Trust – 16 Apr 2019
ME Bank Term Deposits – downloaded 2 May 2018
Mutual Limited – MCTDF -15 Dec 2016
Mutual Limited – MIF -15 Dec 2016
NAB Term Deposits – 12 Feb 2018
OC Micro-Cap Fund – 6 Feb 2019
OC Premium Small Companies Fund – 5 Feb 2018
Pengana Emerging Companies Fund – 28 Sept 2017
Pengana Private Equity Trust – 22 Feb 2019
Perpetual Wholesale Plus Australian Fund – 1 Jul 2017
Platinum Funds PIXX & PAXX – 14 Sept 2017
Plato Australian Shares Income Fund – 30 June 2018
RaboDirect Notice Saver – 1 May 2016
Schroder Absolute Return Income Fund – 1 May 2018
Schroder Australian Equity Fund – 1 August 2017
Schroder Wholesale Plus Australian Equity Fund – 1 Jul 2017
Smarter Money Active Cash Fund – 24 Aug 2018
SPDR Dow Jones Global Real Estate Fund (ETF) DJRE – 2 Jan 2018
UBS Australian Share Fund – 20 Nov 2017
UBS Additional Information – 24 July 2018
UBS Property Securities Fund – 12 Dec 2018
VanEck Vectors MSCI World ex Aust Quality ETF – QUAL – 22 Sept 2017
Vanguard Australian Property Securities Index Fund – 1 July 2017
Vanguard Australian Shares Index ETF’s – 1 Jul 2017
Vanguard Aust Shares High Yield Fund – 1 Jul 2017
Vanguard Cash Plus Fund – 1 July 2017
Wingate Wholesale Plus Global Equity Fund – 1 Jul 2017
Product Disclosure Statements (Previous Versions)
AB Managed Volatility Equities Fund – 1 Mar 2016
AMP Capital Australian Property Fund – 30 Jan 2015
AMP Capital Australian Property Fund – 26 Jun 2017
Antipodes Global Fund – 1 Jul 2016
ANZ Term Deposits – 1 Mar 2017
Aust Unity Wingate Global Equity Fund – 3 Jan 2017
APN Wholesale Plus AREIT Fund – 10 Aug 2015
Aust Unity Wingate Global Equity Funds – 26 May 2015
Bell Potter Online Terms & Conditions – 4 Mar 2016
Betashares Aust High Interest Cash ETF – AAA – 29 Dec 2014
Betashares Aust Top 20 Equity Yield Maximiser – YMAX – 12 Nov 2012
BOQ Money Market Deposit Accounts – 1 Jul 2017
BOQ Sprecialist Trans and Savings Acc – Jun 15
BOQ Specialist Trans & Sav Accounts – 1 Aug 2014
BT Panorama BT CMA – 14 October 2017
BT Panorama BT CMA – 19 Aug 2018
BT Panorama Cash Additional Info – 1 Jul 2014
BT Panorama Cash PDS – 2 Jul 2014
BT Panorama Cash PDS – 10 Sep 2016
BT Panorama Cash Additional Info – 10 Dec 2016
BT Panorama Fees and Costs Booklet – 30 Sept 2017
BT Panorama Investments Additional Info & Terms – 6 June 2019
BT Panorama Investments Additional Info & Terms – 23 July 2018
BT Panorama Investments Additional Info & Terms – 14 Oct 2017
BT Panorama Investments Additional Info & Terms – 1 July 2017
BT Panorama Investments Additional Info & Terms – 26 Mar 2016
BT Panorama Investments Investor Guide – 6 June 2019
BT Panorama Investments Investor Guide – 23 July 2018
BT Panorama Investments Investor Guide – 14 Oct 2017
BT Panorama Investments Important Changes – 1 July 2017
BT Panorama TD Terms & Conditions – 24 Aug 2014
BT Panorama Super Product Disclosure Statement – 23 Jul 2018
BT Panorama Super Additional Information Booklet – 23 Jul 2018
BT Panorama Super – Investment Options – Full Menu – 15 Mar 2019
BT Panorama Super – Investment Options – Compact Menu – 17 Jan 2019
BT Panorama Super – Investment Options – Full Menu – 23 May 2019
BT Panorama Super – Investment Options – Compact – 23 May 2019
BT Protection Plans – 25 Feb 2017
BT Smaller Companies Fund – 24 Jul 2015
BT SuperWrap (Portfolio) Personal Super & Pension – 30 Sept 2017
BT Wrap (Administrator) – 30 Sept 2017
BT Wrap (Portfolio) – 30 Sept 2017
BT Wrap (additional terms) – 1 Jul 2017
CFS FirstChoice Wsale Super & Pension – 22 Oct 2018
CFS FirstChoice Wsale Investments – 22 Oct 2018
CFS FirstChoice Wsale Deposits – 14 May 2018
CFS FirstChoice Wsale Investments – 14 May 2018
CFS FirstChoice Wsale Super & Pension – 3 June 2019
CFS FirstChoice Wsale Personal Super & Pension – 14 May 2018
CFS FirstChoice Personal Super & Pension – 18 Sep 2017
CFS FirstChoice Wsale Investments – 18 Sept 2017
CFS FirstChoice Wsale Personal Super & Pension – 18 Sep 2017
CFS FirstRate Deposits – 18 Sept 2017
Cromwell Phoenix Property Securities – 5 Feb 2015
Fidelity Future Leaders Fund – 22 Feb 2016
Fidelity Future Leaders Fund – 24 Jan 2017
Fidelity Wholesale Plus Australian Equities Fund – 10 Aug 2015
Gateway Credit Union Deposits – 5 Oct 2017
Hyperion Australian Growth Companies Fund – 30 Apr 2015
ING Business Optimiser – 4 January 2018
ING Business Term Deposits – 30 Apr 2017
ING Personal Term Deposits – 30 Apr 2017
ING Savings Maximiser – 4 January 2018
ING Business Optimiser – 30 Apr 2017
ING Savings Maximiser – 30 Apr 2017
Investors Mutual Australian Share Fund – 1 Aug 2014
Investors Mutual Industrial Share Fund – 1 Aug 2014
Macquarie Cash Management Account – 8 Jun 2017
Magellan Funds Additional Information Booklet – 28 Sept 2017
Magellan Global Equities Fund – MGE – 25 Feb 2015
Magellan Global Equities Fund – MGE – 7 Jul 2016
Magellan Global Fund – 7 Jul 2016
Magellan High Conviction Fund – 16 Jun 2014
Magellan High Conviction Fund – 7 Jul 2016
Magellan High Conviction Fund – 28 Sept 2017
Magellan Infrastructure Fund – 7 Jul 2016
Magellan Infrastructure Fund (Unhedged) – 1 Jan 2015
Magellan Infrastructure Fund (Unhedged) – 7 Jul 2016
Magellan Wholesale Plus Global Fund – 10 Aug 2015
ME Bank Term Deposits – 31 Jul 2017
NAB Term Deposits – 3 Oct 2016
OC Premium Small Companies Fund – 1 June 2017
Pengana Emerging Companies Fund – 17 Apr 2013
Schroder Australian Equity Fund – 30 Nov 2016
Schroder Credit Securities Fund – 30 Nov 2016
Schroder Credit Securities Fund – 1 Aug 2017
Schroder Wholesale Plus Australian Equity Fund – 10 Aug 2015
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Shume & Associates is a Corporate Authorised Representative of Australian Financial Services licence Wealth Integrity Pty Ltd (AFSL 499766).