Significant Event Notices

29 May 2019

23 Oct 2018

changes to fees

Equity Trustees Superannuation Limited, as Trustee for the Crescent Wealth Superannuation Fund (the Fund), has approved changes to the fees and costs for the Fund. The Fund promoter, Crescent Wealth Funds Management (Aust) Ltd, has negotiated reduced Investment costs for each investment option (see Indirect Cost Ratios below) with its new investment advisers, however, there will be an increase in the Account-keeping fee.

The Fund will implement the changes on 25 November 2018. The following table reflects the changes.

*This amount is an estimate and may vary from time to time.

Note: For definitions of the fees and costs in the table above and more information about other fees and costs that may apply (including advice fees for personal advice, insurance fees and the Family Law fee please refer to the Crescent Wealth Superannuation Fund – Additional Information Guide. This can be found on our website at www.crescentwealth.com.au

8 Feb 2018

21 Dec 2017

28 Sep 2017

15 Sep 2016

26 Feb 2016

06 Jan 2014

Annual Reports

2018 - 2019

2017 - 2018

2016 - 2017

2015 - 2016

2014 - 2015

2013 - 2014

2012 - 2013

Governing Documents

Trust Deed



Register of Material Service Providers

Crescent Wealth Register of Material Service Providers

UPDATED OCTOBER 2019

Service provider

ABN

Services/functions

BFinance 

Company Number 395021 (Registered in England and Wales)

Investment Management

Crescent Wealth Funds Management (Aust) Limited

32 144 560 172

Promotion, Administration, Risk Management and Compliance

Ernst & Young

75 288 172 749

External Audit Services

Mercer Outsourcing (Australia) Pty Ltd

83 068 908 912

Super Administration (inc. Client Services Centre)

TAL Life Limited

70 050 109 450

Insurance

National Australia Bank Limited

12 004 044 937

Custody Services and Investment Administration

Financial Statements

2018

2019

Insurance

Name of Trustee:
Equity Trustees Superannuation Limited (ABN 50 055 641 757)

Name of Fund:
Crescent Wealth Superannuation Fund (ABN 71 302 958 449)

We have adopted the Insurance in Superannuation Voluntary Code of Practice, which commenced on 1 July 2018.

This transition plan applies to the following fund (among others):

 

Crescent Wealth Superannuation Fund

 

The products that we offer that will be covered by the Code are:

  • All products in the Fund that provide insurance cover.

 

While we already carry out many of requirements of the Code, we will transition to all of the standards of the Code, with some exceptions, by the following date:

30 June 2021.

We will be undertaking a planned approach to work with our Administrators and Insurers to ensure that we meet all sections of the Code by the above date and earlier where possible.

Exceptions to the standards of the Code are expected to include the following matters:

We may provide some interpreter services on a fee-for service basis.

For further information please download: http://www.aist.asn.au/media/1099546/insurance_in_superannuation_voluntary_code.pdf