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

Our Financial Services Guide is designed to assist you in deciding whether to use the financial services we offer. This document also provides you with an understanding of what to expect from Shume & Associates.

Privacy Statement

Our Privacy Statement is a document of recognition of the importance and sensitive nature of your personal information, how we use this information to provide advice and our commitment to keeping this information confidential.

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

ANZ Deposits – 9 Apr 2018

APN AREIT Fund – 28 Sept 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

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 MidCap Fund – 18 Sep 2017

BT Panorama BT CMA – 14 October 2017

BT Panorama Fees and Costs – 9 March 2018

BT Panorama Investments Addittional Info & Terms – 23 July 2018

BT Panorama Investments Investor Guide – 23 July 2018

BT Panorama Investments Important Changes – 1 July 2017

BT Protection Plans – 25 Feb 2017

BT  Smaller Companies Fund – 18 Sep 2017

BT SuperWrap Additional Information Booklet – 30 Sept 2017

BT SuperWrap (Administrator) Personal Super & Pension – 30 Sept 2017

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

BT Wrap Essentials Investment Funds 27 November 2009

CFS FirstChoice Wsale Deposits – 14 May 2018

CFS FirstChoice Wsale Investments – 14 May 2018

CFS FirstChoice Wsale Personal Super & Pension – 14 May 2018

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

Gateway Bank – 1 Mar 2018

Hyperion Australian Growth Companies Fund – 23 Jan 2017

Hyperion Small 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

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

iShares ETF’s – 2 Aug 2017

Macquarie Bank Term Deposit – 1 July 2017

Macquarie Cash Management Account – 13 Nov 2017

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

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 Premium Small Companies Fund – 5 Feb 2018

Pengana Emerging Companies Fund – 28 Sept 2017

Perpetual Funds – 23 Oct 2017

Perpetual Wholesale Plus Australian Fund – 1 Jul 2017

Platinum Funds PIXX & PAXX – 14 Sept 2017

RaboDirect – 1 Feb 2017

Schroder Absolute Return Income Fund – 1 May 2018

Schroder Australian Equity Fund – 1 August 2017

Schroder Wholesale Plus Australian Equity Fund – 1 Jul 2017

SGH Ice Fund – 28 Sept 2017

SPDR Dow Jones Global Real Estate Fund (ETF) DJRE – 2 Jan 2018

UBS Australian Share Fund – 20 Nov 2017

UBS Addittional Information – 24 July 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 AREIT Fund – 1 Jan 2015

APN AREIT Fund – 31 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 MidCap Fund – 24 Aug 2015

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 Add Info & Terms – 1 July 2017

BT Panorama Investments Additional Info &  Terms – 14   Oct 2017

BT Panorama Investments Investor Guide – 14 Oct 2017

BT Panorama Investments Add Info & Terms – 26 Mar 2016

BT Panorama TD Terms & Conditions – 24 Aug 2014

BT Smaller Companies Fund – 24 Jul 2015

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 Australian Equities Fund – 22 Feb 2016

Fidelity Future Leaders Fund – 22 Feb 2016

Fidelity Future Leaders Fund – 24 Jan 2017

Fidelity Wholesale Plus Australian Equities Fund – 10 Aug 2015

 

 

1 South Street
Alstonville, New South Wales
PO Box 504
Alstonville NSW 2477
Tel: 02 6628 0334
Fax: 02 8007 0507
 
info@shumeassociates.com.au

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Shume & Associates is a Corporate Authorised Representative of Australian Financial Services licence Wealth Integrity Pty Ltd (AFSL 499766).