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.

 Account Based Pension

AB Managed Volatility Equities Fund – 30 Oct 2023

Allan Gray Australian Equity Fund Class A – 4 Oct 2023

Allan Gray Australian Stable Fund – 4 Oct 2023

AMP Saver Accounts – 9 Nov 2023

ANZ Deposits – 29 Jan 2024

Ausbil Australian Active Equity Fund – 30 Sep 2023

Australian Ethical Australian Shares Fund – 15 Sep 2023

Australian Unity Healthcare Property Trust – 8 Sep 2023

Australian Military Bank Deposit Accounts – 13 Jun 2023

Auswide Bank – Wealth Management Account – 1 Oct 2023

Bell Potter Online – Terms & Conditions – 14 Jun 2023

Betashares Australian Hybrids Fund – HBRD – 30 Sep 2022

Betashares Aust High Interest Cash ETF – AAA – 16 Sep 2022

Betashares Australian Government Bond ETF – AGVT – 16 Sep 2022

Betashares Aus Technology ETF – ATEC – 16 Sep 2022

Betashares Australian Top 20 Equity Yield Maximiser Fund – YMAX- 23 Sep 2022

Betashares Managed Risk Aust Share Fund – AUST – 16 Sep 2022

Betashares NASDAQ 100 ETF – NDQ – 18 Dec 2022

Betashares Climate Change Innovation ETF – ERTH – 2 Jun 2023

Betashares Global Energy Companies ETF – FUEL – 29 Sep 2022

Betashares Global Sustainability Leaders ETF – ETHI – 16 Mar 2023

BoQ DDH Graham Money Market Deposit Account – 30 Nov 2023

BT Panorama Investment Funds – 19 Sep 2023

BT Panorama Investments – Investor Guide – 9 Nov 2023

BT Panorama Investments – Additional Information and Terms Booklet – 9 Nov 2023

BT Panorama-Super – 16 Sep 2023

CFS FirstChoice Wsale Investments – 18 Nov 2023

CFS FirstChoice Wsale Super & Pension – 18 Nov 2023

Challenger Bank Ltd – Term Deposits – 1 Aug 2023

Charter Hall Direct PFA Fund – 29 Aug 2022

Charter Hall Direct Industrial Fund No 4 – 29 Sep 2022

ClearBridge RARE Infrastructure Wholesale Plus Value Fund – Hedged – 22 Dec 2023

Cromwell Direct Property Fund – 17 Nov 2022

Cromwell Phoenix Property Securities Fund – 15 Nov 2023

DNR Capital Australian Equities High Conviction Fund – 19 Dec 2022

Dexus AREIT Fund – 15 Dec 2023

Dexus Wholesale Australian Property Fund – 20 Nov 2023

Dexus Wholesale Plus AREIT Fund – 22 Dec 2023

Fidelity Australian Equities Fund – 15 Dec 2023

Fidelity Asia Fund – 15 Dec 2023

Gateway Bank – 13 Dec 2023

Goldfields Money – Nov 2023

GQG Partners Emerging Markets Equity Fund – 15 Jan 2024

Hyperion Australian Growth Companies Fund – 27 Oct 2023

Hyperion Global Growth Companies Fund (Managed Fund) – 27 Oct 2023

Hyperion Small Growth Companies Fund – 27 Oct 2023

ING Business Optimiser – 9 Nov 2023

Investors Mutual All Industrials Share Fund – 20 Dec 2022

Investors Mutual Australian Share Fund – 20 Dec 2022

Investors Mutual Equity Income Fund – 20 Dec 2022

Investors Mutual Future Leaders Fund – 20 Dec 2022

iShares International Equity ETFS – 16 Jan 2023

 

Judo Bank Term Deposits – 9 Nov 2023

La Trobe Australian Credit Fund – 21 Dec 2023

Macquarie Cash Accelerator Account – 1 Dec 2023

Macquarie Cash Management Account – 1 Dec 2023

Macquarie Term Deposit – 1 Dec 2023

Macquarie Wholesale Plus Income Opportunities Fund – 22 Dec 2023

Magellan Global Fund – Open Class Units – 27 Nov 2023

Magellan Infrastructure Fund (Unhedged) – 27 Nov 2023

Magellan Infrastructure Fund – 27 Nov 2023

Magellan Wholesale Plus Global Fund – 22 Dec 2023

Magellan Wholesale Plus Infrastructure Fund – 22 Dec 2023

MCP Master Income Trust – 24 Jan 2020

Metrics Direct Income Fund – 30 Sep 2022

Metrics Income Opportunities Trust – 10 Feb 22

ME Business Online Savings Account – 3 Nov 2023

ME Business Term Deposit – 3 Nov 2023

Mutual Cash (MCTDF) – 30 Sep 2022

Mutual Credit Fund – 30 Sep 2022

Mutual Income (MIF) – 30 Sep 2022

Mutual High Yield (MHYF) – 30 Sep 2022

My State Bank Deposit Accounts – 1 Jul 2023

NAB Term Deposits – 9 Nov 2023

Nanuk New World Fund – 18 May 2023

OC Micro-Cap Fund – 23 Oct 2023

OC Premium Small Companies Fund – 23 Oct 2023

Pendal MidCap Fund – 11 Jan 2023

Pendal Smaller Companies Fund – 11 Jan 2023

Pengana Emerging Companies fund – 15 Sep 2022

Perpetual Investment Funds – 1 Nov 2023

Platinum Funds – 3 Oct 2023

Plato Australian Shares Income Fund A Class – 22 Sept 2023

Schroder Absolute Return Income Fund – 14 Dec 2023

Schroder Wholesale Australian Equity Fund – 14 Dec 2023

Schroder Wholesale Plus Australian Equity Fund – 22 Dec 2023

SGH ICE Fund – 1 Dec 2023

SGH Emerging Companies Fund – 10 Aug 2023

SGH Reference Guide – 1 Dec 2023

Spheria Australian Microcap Fund – 10 Nov 2023

Talaria Wholesale Plus Global Equity Fund – 22 Dec 2023

UBS Australian Share Fund – 8 Aug 2023

UBS CBRE Property Securities Fund – 12 Dec 2023

VanEck Australian Equal Weight ETF – MVW – 26 Sep 2022

VanEck Australian Property ETF – MVA – 26 Sep 2022

VanEck MSCI World ex Aust Quality ETF – QUAL – 26 Sep 2022

VanEck S&P ASX MidCap ETF – MVE – 26 Sep 2022

Vanguard Australian Property Securities Index Fund – 30 Oct 2023

Vanguard Australian Shares ETFs – 15 Sept 2023

Vanguard Global Infrastructure Index Fund – 30 Oct 2023

Product Disclosure Statements (Previous Versions)

AB Managed Volatility Equities Fund (Managed Fund) – 30 Sep 2022

ABP SPP Booklet – 14 Dec 2020

Allan Gray Australian Equity Fund Class A – 10 Oct 2022

Allan Gray Australian Stable Fund – 10 Oct 2022

AMP Capital Australian Property Fund – 12 Aug 2020

AMP Capital Australian Property Fund – 26 Sep 2022

AMP Saver Account – 28 Feb 2023

AMP SuperEdge Saver Account – 19 May 2023

Antares Dividend Builder – 1 Jun 2021

Antipodes Global Fund – 17 May 2021

Antipodes Wholesale Plus Global Fund – 26 Oct 2020

ANZ Deposits – 30 Nov 2022

APN Wholesale Plus AREIT Fund – 26 Oct 2020

Arrowstreet Global Equity Fund (Hedged) – 1 Jul 2021

Ausbil Australian Geared Equity Fund 28 Jun 2019

Australian Unity Healthcare Property Trust – 6 Mar 2023

Auswide Wealth Management Account – Jun 2023

Bell-Potter-Online Terms & Conditions – 31 Jan 2022

Betashares Aust Corporate Bond ETF – CRED – Update 31 May 2021

Betashares Climate Change Innovation ETF – ERTH – 1 Mar 2021

BetaShares ETFs GlobalSectors 29 Sept 2017-pds

Betashares Global Energy ETF – FUEL – 29 Sep 2017

Betashares Global Sustainability Leaders ETF – ETHI – 30 Sep 2022

Betashares NASDAQ 100 ETF – NDQ – 18 Dec 2020

BetaShares X Update – 4 Oct 2021

BoQ DDH Graham Deposit Account – Mar 2023

BT Panorama Investment Funds – 30 September 2022

BT Panorama Investments – Investor guide – 30 Sep 2022

BT Panorama Investments Additional Info & Terms – 15 Oct 2022

BT Panorama Investment Options Full – 29 Jan 2021

BT Panorama Super – 1 November 2022

BT Panorama Super – Product Disclosure – 5 Jun 2021

BT Panorama Super Additional Info & Terms – 1 Jan 2023

BT Panorama Super – Investment Options – Compact – 24 Oct 2020

BT Protection Plans – 5 Apr 2021

CFS First Choice Wsale Investments – 21 Nov 2022

CFS First Choice Wsale Super & Pension – 21 Nov 2022

Charter Hall Direct Industrial Fund No.4

Cromwell Direct Property Fund – 17 Nov 2020

Cromwell Phoenix Property Securities Fund – 16 Dec 2021

Cromwell Phoenix Property Securities Fund – Additional Info – 16 Dec 2021

Dexus AREIT Fund – 31 October 2022

Fidelity Asia Fund – 3 Jan 2023

Fidelity Wholesale Plus Australian Equities Fund – 26 Oct 2020

First Sentier Geared Share Fund – 30 Nov 2020

Gateway Bank – 21 Nov 2022

Goldsfields Money – Jun 2023

GQG Partners Emerging Markets Equity Fund- 01 Aug 2023

Hyperion Australian Growth Companies Fund – 28 Sep 2022

Hyperion Global Growth Companies Fund – 29 Sep 2022

Hyperion Small Growth Companies Fund – 28 Sep 2022

ING Business Optimiser – 13 Apr 2022

Investors Mutual All Industrials Share Fund – 31 Jan 2022

Investors Mutual Australian Share Fund – 31 Jan 2022

Investors Mutual Equity Income Fund – 31 Jan 2022

Investors Mutual Future Leaders Fund – 30 Nov 2020

Investors Mutual Investment Guide – 30 Nov 2020

iShares International Equity ETFS – 27 Jul 2022

Judo Bank Term Deposits – 6 Mar 2023

La Trobe Australian Credit Fund – 29 Sep 2022

 

 

 

Macquarie Cash Accelerator Account – 8 Dec 2022

Macquarie Cash Management Account – 1 Oct 2021

Macquarie Term Deposit – 1 Sep 2021

Macquarie Income Opportunities Fund – 1 Jul 2020

Macquarie Super Accumulator – 25 Sep 2020

Magellan Funds Additional Information – 30 Nov 2020

Magellan Global Equities Fund – 30 Nov 2020

Magellan Global Fund – 13 Nov 2020

Magellan Global Trust – MGG – 27 Nov 2020

Magellan High Conviction Fund – 30 Nov 2020

Magellan Infrastructure Fund – 30 Nov 2020

Magellan Infrastructure Fund (Unhedged) – 30 Nov 2020

Magellan Wholesale Plus Global Fund – 26 Oct 2020

Magellan Wholesale Plus Infrastructure Fund – 26 Oct 2020

MCP Master Income Trust – 16 Apr 2019

ME Bank accounts – 28 Feb 2022

ME Bank Term Deposit – 28 Feb 2022

Metrics Direct Income Fund – 30 Oct 2020

Metrics Income Opportunities – MOT – 25 Feb 2019

Metrics Master Income Trust – 12 Mar 2020

Mutual High Yield (MEC) – 1 Oct 2020

NAB Term Deposits – 13 Mar 2021

Nanuk New World Fund – 14 Mar 2022

OC Micro Cap Fund – 30 Sep 2022

OC Premium Small Companies Fund – 30 Sep 2022

Pendal MidCap Fund – 11 Jan 2023

Pendal Smaller Companies Fund – 11 Jan 2023

Pengana Emerging Companies Fund – 29 Oct 2020

Perpetual Funds – 1 Jun 2021

Perth Mint Gold – PMGOLD – 31 July 2020

Platinum Trust – 31 Oct 2022

Platinum Funds PIXX & PAXX – 21 May 2021

Plato Australian Shares Income Fund – 14 Nov 2022

Schroder Absolute Return Income Fund – 20 Dec 2022

Schroder Australian Equity Fund – 20 Dec 2022

Schroder Wholesale Plus Australian Equity Fund – 20 Dec 2022

SGH ICE Fund – 30 Sep 2022

SGH Emerging Companies Fund – 1 Mar 2021

SGH Reference Guide – 30 Sep 2022

Spheria Australian Microcap Fund -15 May 2020

Smarter Money Active Cash Fund – 7 Apr 2021

Talaria Global Equity Fund – 23 Nov 2020

Talaria Wholesale Plus Global Equity Fund – 30 Sep 2022

UBS Australian Share Fund – 30 Nov 2020

UBS Property Securities Fund – 30 Nov 2020

Van Eck Australian Equal Weight ETF – 26 Oct 2021

Van Eck Australian Property ETF – MVA – 26 Jul 2021

VanEck MSCI World ex Aust Quality ETF – 26 July 2021

VanEck MSCI World ex Aust Quality (Hedged) ETF – 26 Jul 2021

VanEck S&P ASX MidCap ETF – MVE – 26 Jul 2021

Vanguard Australian Property Securities Index Fund – 21 Sep 2022

Vanguard Australian Shares ETF’s – 21 Sep 2022

Vanguard Global Infrastructure Index Fund – 21 Sep 2022

Vanguard Short Term Fixed Interest Fund – 1 Oct 2020

1 South Street
Alstonville, New South Wales
PO Box 504
Alstonville NSW 2477
Tel: 02 6628 0334
 
 
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).