Fund and company details
The Bendigo Superannuation Plan ABN 57 526 653 420
Including the following product offers:
- Bendigo SmartStart Super®
- Bendigo SmartStart Pension®
Bendigo Superannuation Pty Ltd (Bendigo Superannuation) is the trustee and issuer of the Bendigo Superannuation Plan.
Material service providers
Administration service provider
IOOF Service Co. Pty Limited
ABN 99 074 572 919
Internal audit services
Bendigo and Adelaide Bank Limited
ABN 11 068 049 178
View or download information related to Bendigo Superannuation policies, governance, the board and executive and product disclosures.
- Annual members' meeting
- Bendigo Superannuation resolution policy / proxy voting summary
- Conflicts Management Framework Summary
- Bendigo superannuation annual report
- MySuper product dashboard
- Standard risk measures process disclosure
- Significant event and material change notices
- Product Disclosure Documents and Forms
Corporate Governance and director and executive officer information
Retirement income strategy
The Retirement Income Covenant came into effect on 1 July 2022, and requires all superannuation trustees to develop a retirement income strategy for their members approaching retirement.
Our strategy aims to support and empower our members to make informed decisions when it comes to planning their retirement.
Bendigo SmartStart Outcomes Assessment - as at 30 June 2021
We are required by law to carry out an annual assessment of the outcomes our super products provide to our members.
The assessment reviews how we are delivering against our objectives across areas that will have an impact on members’ retirement savings. This includes investment performance, fees and costs, insurance, as well as the overall size and scale of the fund and benefits provided to members.
Overall, we are pleased with the results and as Trustee have determined that our Bendigo SmartStart product offering promotes the financial interests of our members. A summary of each assessment completed for Bendigo SmartStart can be viewed below:
Portfolio holdings disclosure - as at 31 December 2021
Bendigo Defensive Wholesale Fund PHDpdf, 134 KB
Bendigo Defensive Wholesale Fund PHDcsv, 6 KB
Bendigo Defensive Index Fund PHDpdf, 94 KB
Bendigo Defensive Index Fund PHDcsv, 5 KB
Bendigo Conservative Wholesale Fund PHDpdf, 133 KB
Bendigo Conservative Wholesale Fund PHDcsv, 6 KB
Bendigo Conservative Index Fund PHDpdf, 130 KB
Bendigo Conservative Index Fund PHDcsv, 5 KB
Bendigo Balanced Wholesale Fund PHDpdf, 134 KB
Bendigo Balanced Wholesale Fund PHDcsv, 6 KB
Bendigo Balanced Index Fund PHDpdf, 129 KB
Bendigo Balanced Index Fund PHDcsv, 5 KB
Bendigo Growth Wholesale Fund PHDpdf, 133 KB
Bendigo Growth Wholesale Fund PHDcsv, 6 KB
Bendigo Growth Index Fund PHDpdf, 96 KB
Bendigo Growth Index Fund PHDcsv, 5 KB
Bendigo High Growth Wholesale Fund PHDpdf, 132 KB
Bendigo High Growth Wholesale Fund PHDcsv, 5 KB
Bendigo High Growth Index Fund PHDpdf, 126 KB
Bendigo High Growth Index Fund PHDcsv, 5 KB
Bendigo Socially Responsible Growth Fund PHDpdf, 129 KB
Bendigo Socially Responsible Growth Fund PHDcsv, 5 KB
Sandhurst Strategic Income Fund PHDpdf, 137 KB
Sandhurst Strategic Income Fund PHDcsv, 7 KB
Things you should know
Bendigo Superannuation Pty Ltd ABN 23 644 620 128 AFSL 534006 (Bendigo Super) is the trustee and issuer of Bendigo SmartStart Super and Bendigo SmartStart Pension (products). Bendigo Super is a wholly owned subsidiary of Bendigo and Adelaide Bank Limited ABN 11 068 049 178 AFSL 237879 (Bank). Each of these companies receives remuneration on the issue of the products or services they provide, full details of which are contained in the relevant Product Disclosure Statement (PDS). Bendigo Super, the Bank and its related entities do not guarantee the repayment of capital invested, the payment of income or products’ investment performance. An investment in these products does not represent a deposit with, or liability of Bendigo Super, the Bank or its related entities. The Bank does not stand behind or guarantee the performance of Bendigo Super in its capacity as trustee and issuer of the products. Bendigo Super is not an authorised deposit-taking institution within the meaning of the Banking Act 1959.
Information on the website is subject to change without notice. Any advice in relation to superannuation is provided by Bendigo Super. The information contains general advice only and does not take into account your personal objectives, situation or needs. Before making an investment decision in relation to these products you should consider your situation and read the relevant PDS accessible through this site.