Disclosure Documents

• Product Disclosure Statement (PDS)
• Financial Services Guide
• Additional Information
• Product Information Sheet

Educational Documents

• Atchison Consultants SMHI Research Rating Report
• Australia Ratings SMHI Research Ratings Report
• When is Savings Not Savings?
• How to Apply
• How To Manage Your Account
• Finding Decent Low Risk Returns
• Probability of Bank Failures
• The Fixed-Income Performance Puzzle
• SMHI Product Flyer January 2017

Application Forms

• Individual or Joint
• Company
• SMSF
• Trust

Forms

• Investment Direct Debit Form
• Automatic Savings Plan Direct Debit Form
• Withdrawal Form
• Change of Address
• Change Distribution Method
• Add Authorised Signatory
• Change Linked Account
• Switch Funds Form (from SMAC to SMHI or vice versa)

Performance Snapshots

• Jun-16 Fact Sheet
• Jul-16 Fact Sheet
• Aug-16 Fact Sheet
• Sep-16 Fact Sheet
• Oct-16 Fact Sheet
• Nov-16 Fact Sheet
• Dec-16 Fact Sheet
• Jan-17 Fact Sheet
• Feb-17 Fact Sheet

Distributions

• Quarterly Distribution Payment History

Fund Reports/Notices

• SMHI Financial Statements 30/06/2015