Synergy Retirement Service

Product Disclosure Statement
Information Guide
Investment Authority
Current investment list/disclosure documents – Superannuation
Current investment list/disclosure documents - Income Stream
Redemption restrictions applicable to investment options (illiquid investments)
Fund annual report
Fund Certificate of Compliance

The Synergy Retirement Service offers you simplicity, choice and flexibility.

Using Synergy Retirement Service, you and your financial adviser can design and implement a tax-effective strategy to meet your financial needs in retirement.

The superannuation service has been designed for people wishing to:

Contribute to superannuation with the aim of achieving financial security in retirement; and/or
Rollover their retirement or eligible termination payments.

The income stream allows you to:

Roll over your retirement or other eligible termination payments to preserve taxation benefits; and/or
Enjoy the benefits of a private income stream in retirement.

The Trustee of Synergy Retirement Service (Fund ABN: 64 924 606 651) is N.M. Superannuation Pty Ltd (ABN: 31 008 428 322 AFS Licence No. 234654) a wholly owned subsidiary of AXA Asia Pacific Holdings Limited (ABN 78 069 123 011)