Financial Services Guide

Purpose of this guide

The main purpose of this Financial Services Guide (FSG) is to ensure you are given adequate information about the financial services being offered by Host-plus Pty Ltd.

It contains information about the services we offer you, how we are paid, any potential conflict of interest we may have, and our internal and external dispute resolution procedures and how you can access them. If you need more information or clarification of any matters raised in this document, please contact us.

A guide to our relationship with you

Who will be responsible for the financial services provided?

HOSTPLUS will be responsible for the financial services provided by HOSTPLUS Approved Representatives. The financial services provided by Approved Representatives are of a general nature only and does not take into consideration your financial situation, objectives or needs.

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).

What kind of financial services is HOSTPLUS authorised to provide me?

HOSTPLUS only provides general advice on superannuation, retirement planning and eligible rollover funds specific to HOSTPLUS, IRIS Allocated Pension and AUSfund products.

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 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.

How are your staff paid for providing the service?

Our staff are remunerated by salary. They do not receive any commissions, fees or bonuses for the services provided to you.

Will you give me advice that is suitable to my personal investment needs and financial circumstances?

No, the advice that is being provided to you is of a general nature. It has been prepared without taking 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 to your needs, objectives and financial circumstances.

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.

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).
Does HOSTPLUS have Professional Indemnity Insurance? Both HOSTPLUS and it's administrator, Superpartners, maintain Professional Indemnity Insurance which covers the conduct of employees/representatives, including those who no longer work HOSTPLUS or Superpartners but who did at the time of the relevant conduct.

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

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:
    Complaints 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 of receipt of your complaint, you have the right to take your complaint to the following independent resolution body:

    In relation to superannuation matters:
    Superannuation Complaints Tribunal (SCT)
    Locked Mail Bag 3060
    GPO Melbourne 3001
    Tel: 1300 780 808 (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
  3. GPO Box 3
    Melbourne  VIC  3001
    Tel: 1300 780 808 (local call cost in Australia)

    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) at their freecall infoline on 1300 300 630 to find out which complaints scheme may be available to assist you to settle your complaint.

    The above services are free to you.

HOSTPLUS State Offices

Postal Address:
Locked Bag 3
Carlton South, VIC 3053

VIC
Level 9, Qantas House
114 William St.
Melbourne, VIC 3000

NSW
Level 5,
477 Pitt St.
Sydney, NSW 2000

QLD - Brisbane
Level 10,
144 Edward St.
Brisbane, QLD 4000

QLD - Surfers Paradise
Level 5,
64 Ferny Ave.
Surfers Paradise, QLD 4217

Qld - Cairns
Suite M75/76 Mezzanine Lvl
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

Please print and retain this document for your reference and any future dealings with HOSTPLUS