Scheme Documentation​

Beca Super Scheme Product Disclosure Statement

The Product Disclosure Statement (PDS) dated 19 May 2023 summarises the benefits, membership conditions and how the Scheme is managed.

Statement of Investment Policies and Objectives

BGS Trustee Limited manages the investment of the Scheme through a combination of selected underlying investment managers and directly held investments. The Statement of Investment Performance and Objectives (SIPO) sets out the Trustee’s investment policy and objectives for the Scheme, including the nature and types of investments that can be made and the limits on the proportions of each type of asset invested in.

Fund Updates

The Fund Update tells you how the Scheme has performed and what fees are charged.

Annual Report

Each year the Trustees produces an annual report. That report reviews the operation of the Scheme over the year, sets out what has been achieved and summarises the results. It includes both statutory information and other information about the investment performance and the operation of the Scheme during the year.

Financial Statements

Each year the Scheme produces audited financial statements as at the Scheme balance date 31 August.

Beca Super Scheme OMI

Beca Super Scheme - Other Material Information (OMI) contains important information about your investment.

Beca Super Scheme Trust Deed July 2022

Frequently Asked Questions (FAQ)

See the attached document for more information on frequently asked questions