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www.theportfolioservice.com.au  ›  Documents and forms

Documents and forms

 
Product Disclosure Statements
  • TPS Investment Essentials
  • TPS Investment Essentials forms booklet
  • TPS Personal Investment Plan
  • TPS Personal Investment Plan forms booklet
  • TPS Super Essentials
  • TPS Super Essentials forms booklet
  • TPS Superannuation Plan
  • TPS Superannuation Plan forms booklet
  • TPS Retirement Income Plan
  • TPS Retirement Income Plan forms booklet
  • Cash Management Fund
      
Guides
  • TPS general reference guide (TPS.01)
  • TPS investment guide (TPS.02)
  • TPS insurance guide (TPS.03)
     
Forms
  • Download forms
     
Investment options
  • TPS List of Investment Strategies – 24 April 2013
  • Investment options Product Disclosure Statements
     
Product information update
  • SuperStream Levy - 2012
     
Service guide
  • TPS Self-managed super fund
     
Other documents
  • Insurance rates information sheet - 13 May 2013
  • TPS Withdrawal schedule - 9 January 2013
  • Annual reports and tax guides
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