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