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 – MVE Class – 26 Nov 2024
Allan Gray Australian Equity Fund Class A – 8 Oct 2024
Allan Gray Australian Stable Fund – 8 Oct 2024
AMP Saver Accounts – 28 Mar 2024
Ausbil Australian Active Equity Fund – 30 Sept 2024
Australian Ethical Australian Shares Fund – 1 Oct 2024
Australian Military Bank Deposits – 13 Dec 2024
Australian Unity Healthcare Property Trust – 5 Dec 2024
Auswide Wealth Management Account – 1 Jan 2025
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 – 10 Jan 25
BT Panorama Investments Additional Information and Terms Booklet – 1 Jul 2024
BT Panorama Super – 10 Jan 2025
CFS Firstchoice Wsale Investments – 16 Nov 2024
CFS Firstchoice Wsale Super Pension – 16 Nov 2024
Charter Hall Direct Industrial Fund No. 4 – 18 Dec 2024
Charter Hall Direct PFA Fund – 18 Dec 2024
ClearBridge RARE Infrastructure Wholesale Plus Value Fund – Hedged – 11 Dec 2024
Cromwell Direct Property Fund – 17 Nov 2022
Cromwell Phoenix Property Securities Fund – 15 Nov 2023
DNR Capital Australian Equities High Conviction Fund – Retail Class – 19 Jun 2024
Dexus AREIT Fund – 15 Dec 2023
Dexus Wholesale Australian Property Fund – 29 Jul 2024
Dexus Wholesale Plus AREIT Fund – 11 Dec 2024
Fidelity Australian Equities Fund – 15 Dec 2023
Fidelity Asia Fund – 20 May 2024
GQG Partners Emerging Markets Equity Fund – 9 Dec 2024
Heartland Bank – TD via AMM – 24 May 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 – 16 Dec 2024
Investors Mutual Australian Share Fund – 16 Dec 2024
Investors Mutual Equity Income Fund – 16 Dec 2024
Investors Mutual Future Leaders Fund – 16 Dec 2024
iShares International Equity Index Fund – 1 Nov 2024
Judo Bank Term Deposits – 18 May 2024
La Trobe Australian Credit Fund – 28 Nov 2024
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 – 11 Dec 2024
Magellan Global Fund – Open Class Units – 27 Nov 2023
Magellan Wholesale Plus Infrastructure Fund – 11 Dec 2024
Magellan Wholesale Plus Global Fund – 11 Dec 2024
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
MyStateBank Bank Deposit Accounts – 16 Jan 2025
NAB Term Deposits – 9 Nov 2023
Nanuk New World Fund – 2 Dec 2024
Nanuk New World Fund (Currency Hedged) – 16 Sep 2024
OC Micro Cap Fund – 2 Dec 2024
OC Premium Small Companies Fund – 2 Dec 2024
Pendal MidCap Fund – 6 Jun 2024
Pendal Smaller Companies Fund – 6 Jun 2024
Pengana Emerging Companies Fund – 26 Sep 2024
Perpetual Investment Funds – 1 Nov 2023
Plato Australian Shares Income Fund A Class – 22 Sept 2023
Portfolio Care Super Pension Service – Sept 2022
Schroder Absolute Return Income Fund – 14 Dec 2023
Schroder Wholesale Australian Equity Fund – 14 Dec 2023
Schroder Wholesale Plus Australian Equity Fund – 11 Dec 2024
SGH Emerging Companies Fund – 10 Aug 2023
SGH Reference Guide – 4 Jun 2024
Spheria Australian Microcap Fund – 10 Nov 2023
Talaria Wholesale Plus Global Equity Fund – 11 Dec 2024
Tribeca Alpha Plus Class A – 21 Nov 2023
UBS Australian Share Fund – 20 Sep 2024
UBS CBRE Property Securities Fund – 20 Sep 2024
VanEck Global ETFs – 26 Sep 2024
Vanguard Australian Property Securities Index Fund – 30 Sep 2024
Product Disclosure Statements (Previous Versions)
Allan Gray Australian Equity Fund Class A – 4 Oct 2023
Allan Gray Australian Stable Fund – 4 Oct 2023
AMP Capital Australian Property Fund – 12 Aug 2020
AMP Capital Australian Property Fund – 26 Sep 2022
AMP Saver Accounts – 9 Nov 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
APN Wholesale Plus AREIT Fund – 26 Oct 2020
Arrowstreet Global Equity Fund (Hedged) – 1 Jul 2021
Ausbil Australian Active Equity Fund – 30 Sep 2023
Australian Ethical Australian Shares Fund – 15 Sep 2023
Australian Military Bank Deposits – 29 Mar 2024
Australian Unity Healthcare Property Trust – 1 May 2024
Auswide Wealth Management Account – 1 Apr 2024
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 – 1 Jul 2024
BT Panorama Investments – Additional Information and Terms Booklet – 9 Nov 2023
BT Panorama Investment Options Full – 29 Jan 2021
BT Panorama Super – 1 Jul 2024
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 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 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
Dexus Wholesale Australian Property Fund – 20 Nov 2023
Dexus Wholesale Plus AREIT Fund – 22 Dec 2023
DNR Capital Australian Equities High Conviction Fund – 19 Dec 2022
Fidelity Asia Fund – 15 Dec 2023
Fidelity Wholesale Plus Australian Equities Fund – 26 Oct 2020
First Sentier Geared Share Fund – 30 Nov 2020
Global X Copper Miners ETF WIRE – 23 May 2024
GQG Partners Emerging Markets Equity Fund – 15 Jan 2024
Heartland Bank – Term Deposits – 1 May 2024
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 – 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
Investors Mutual Investment Guide – 30 Nov 2020
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 – 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
Macquarie Wholesale Plus Income Opportunities Fund – 22 Dec 2023
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 (Unhedged) – 27 Nov 2023
Magellan Infrastructure Fund – 27 Nov 2023
Magellan Wholesale Plus Infrastructure Fund – 22 Dec 2023
Magellan Wholesale Plus Global Fund – 22 Dec 2023
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
MyStateBank Bank Deposit Accounts 11 Jun 2024
NAB Term Deposits – 13 Mar 2021
Nanuk New World Fund – 18 May 2023
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 – 10 May 2024
Perth Mint Gold – PMGOLD – 31 July 2020
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 – 22 Dec 2023
SGH Emerging Companies Fund – 1 Mar 2021
SGH Reference Guide – 1 Dec 2023
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 – 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 S&P ASX MidCap ETF – MVE – 26 Sep 2022
VanEck MSCI World ex Aust Quality ETF – 26 July 2021
VanEck MSCI World ex Aust Quality (Hedged) ETF – 26 Jul 2021
Vanguard Australian Property Securities Index Fund – 30 Oct 2023
Vanguard Australian Shares ETFs – 15 Sept 2023
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Shume & Associates is a Corporate Authorised Representative of Australian Financial Services licence Wealth Integrity Pty Ltd (AFSL 499766).