A guide to our relationship with you
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Who will be responsible for the financial services provided? |
HOST-PLUS Pty Ltd (HOSTPLUS) is responsible for the financial services provided. HOSTPLUS (ABN 79 008 634 704) holds an Australian Financial Services Licence (AFSL No. 244392) and is a Registrable Superannuation Entity Licensee (RSEL No. L0000093).
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What kind of financial services is HOSTPLUS authorised to provide me?
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HOSTPLUS is authorised to provide a range of financial services. These include dealing in financial products and providing general advice and limited (intra-fund) personal advice under the Australian Securities and Investment Commission Class Order 09/210 (ASIC 09/210).
HOSTPLUS provides general advice on:
• HOSTPLUS Superannuation Fund
• HOSTPLUS Pension Plan
• AUSfund Eligible Rollover Fund
• Members Equity Bank products
HOSTPLUS provides limited personal advice to its members under ASIC 09/210 on:
• HOSTPLUS Superannuation Fund.
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How will I pay for the service? |
HOSTPLUS receives fees for managing the fund. This cost is set out in the HOSTPLUS Product Disclosure Statement.
There are no additional fees for any general or intra-fund advice you receive from us. However, your licensed financial adviser may charge you fees for providing financial product advice. This will be disclosed in a separate FSG provided by your licensed financial adviser.
No fees are payable for referrals made to us.
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How are your staff paid for providing the service?
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Our staff are remunerated by salary only. They do not receive any commissions, fees or bonuses for the services provided to you.
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Will you give me advice that is suitable to my personal investment needs and financial circumstances? |
The advice that is provided to you of a general nature does not take into account your particular investment objectives, financial situation or needs. Therefore, before you make an investment decision based on this advice, you need to consider, with or without the assistance of a licensed financial adviser, whether the advice is appropriate for your needs, objectives and financial circumstances.
However, if you have requested limited personal advice, the advice provided will be limited to the products and arrangements within the fund and will be based on the information which you provide.
When limited personal advice is provided, you will receive a Statement of Advice which sets out the basis of the advice provided, information about fees and any associations that the licensee may have that may influence the advice.
Any intra-fund advice is provided in accordance with the Australian Securities and Investments Commissions (ASIC) Class Order 09/210.
You should obtain a copy of the relevant product offering document and consider the information contained in it before making any decision about whether to acquire an interest in HOSTPLUS.
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Do you keep my personal information? |
The privacy of your information is important to us. We handle your personal information in accordance with our Privacy Policy which can be viewed on our website hostplus.com.au or contact us for a copy (contact details shown below).
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Do any relationships or associations exist that may influence any advice or financial services given to me?
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HOST-PLUS Pty Limited is a shareholder of the following organisations:
• Industry Fund Services Pty Limited – provides financial planning advice
• Superpartners Pty Ltd – administers the Fund on behalf of the Trustee
• Members Equity Bank – provides banking products
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| Does HOSTPLUS have Professional Indemnity Insurance? |
Both HOSTPLUS and its Administrator Superpartners maintain Professional Indemnity insurance which covers the conduct of employees/Representatives, including those who no longer work for HOSTPLUS or Superpartners but who did at the time of the relevant conduct. |
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How do I get in contact with HOSTPLUS? |
HOSTPLUS
Mail: Locked Bag 3, Carlton South VIC, 3053
Tel: 1300 HOSTPLUS (1300 467 875), 8am-8pm, Monday-Friday
Fax: 1800 HOSTPLUS (1800 467 875)
Email: info@mail.HOSTPLUS.com.au
Website: hostplus.com.au
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What should I do if I have a complaint? |
If you have any concerns or complaints about the service provided to you, you should take the following steps.
1. Call or write to us:
Resolutions Officer
HOSTPLUS
Locked Bag 3
CARLTON SOUTH VIC 3053
Tel: 1300 HOSTPLUS (1300 467 875)
Fax: 1800 HOSTPLUS (1800 467 875)
2. If you are not satisfied with our internal complaints resolution process or HOSTPLUS has not responded within 90 days for SCT matters or 45 days for Financial Ombudsman Services matters, you have the right to take your complaint to the following independent resolution body:
In relation to superannuation matters:
Superannuation Complaints Tribunal (SCT)
Locked Bag 3060
Melbourne Vic 3001
Tel: 1300 884 114 (local call cost in Australia)
Please note that there are certain criteria and time limits as to when a complaint can be lodged with the SCT.
If it is outside the jurisdiction of the SCT, you may have the right to take your complaint to:
Financial Ombudsman Services Ltd.
GPO Box 3.
Melbourne, VIC 3001
Tel: 1300 780 808 (Local call cost in Australia)
3. In relation to personal information held:
Privacy Commissioner
GPO Box 5218
SYDNEY NSW 2001
You can also contact the Australian Securities and Investment Commission (ASIC) on their freecall infoline on 1300 300 630 to find out which complaints scheme may be available to assist you in settling your complaint.
The above services are free to you.
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HOSTPLUS State Offices |
Postal Address:
Locked Bag 3
Carlton South, VIC 3053
VIC
Level 9,
114 William St.
Melbourne, VIC 3000
NSW Parramatta
Level 5, 477 Pitt St. Level 7, 91 Phillip St
Sydney, NSW 2000 Parramatta, NSW 2150
QLD – Brisbane QLD – Surfers Paradise QLD - Cairns
Level 10, 144 Edward St. Level 5, 64 Ferny Ave. Suite M75/76 Mezzanine Lvl
Brisbane, QLD 4000 Brisbane, QLD 4217 Shangri-La Executive Centre
Pierpoint Rd
Cairns Qld 4870
WA
Ground Floor
3 Plain St.
East Perth, WA 6004
SA/NT
Level 1, 104 Frome St.
Adelaide, SA 5000
ACT
Level 11, 60 Marcus Clarke St.
CANBERRA, ACT 2601
TAS
Level 4, 33 Salamanca Place
Hobart, TAS 7000 |
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Please print and retain this document for your reference and any future dealings with HOSTPLUS |