Disclosure Documents

Material and Significant Event Notices June 2020

TAL notified Bank Bond Superannuation, Managed Investment Bond and Rollover Deferred Annuity policy holders of changes to the management style of Australian Shares and International Shares asset classes.

Significant Event Notice to TAL Bank Bond Superannuation, Managed Investment Bond and Rollover Deferred Annuity policy holders 

These changes also applied to all TAL Life unit linked investment products see our Investment Philosophy for more information on TAL’s investment management partners and investment style.

Statement of Accounts

• Series B Statements (Capital Assured) – September 2018

• Series C Statements – September 2018

The Annual Report is provided by the Trustee of the TAL Superannuation and Insurance Fund (Fund), TAL Superannuation Limited. It includes the Fund's investment objective and strategy, other fund information and investment option information such as strategy, objective and asset allocations.

You should read the Annual Report along with your Member Statement, which details your specific entitlements under the Fund.

If you would like a printed copy of this report or have any questions, please call us on 1300 209 088 or email

Please select, from the list below, the document relevant to your product.

Annual Report

Personal Superannuation (TSIF Annual Report)

• TOWER Super Fund Allocated Pension

The Investment Update is provided by TAL Life Limited. It includes TAL's investment objective and strategy and investment option information, such as strategy, objective and asset allocations.

You should read the Investment Update along with your Annual Statement, which details your specific entitlements.

Please select, from the list below, the document relevant to your product.

If you would like a printed copy of this update or have any questions, please call us on 1300 209 088 or email.

Investment Update - June 2019

Savings

• TOWER Allocated Annuity

• TOWER Unitised Annuity

• FULS, Lifeforce and Pooled

Investment Update – September 2019

Savings

• Deferred Annuities

• Savings

Investment Update – March 2020

Savings

• Managed Investment Bond

• Rollover Deferred Annuity

Reference Guides

TAL Life has developed a reference guide which explains how we manage our participating policies. It is designed to help policyholders understand the guiding principles that govern how decisions are made in the management of our participating policies.

Learn more about how we manage your participating policy.