Disclosure Documents

Our Policyholder Notices, Annual Reports, Investment Updates and Reference Guides.

Find out more about your investment

Policyholder Notices

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

Annual Reports

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)

Investment Updates

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 2020

Savings

Investment Update – September 2020

Savings

Investment Update – March 2021

Savings

Investment Update – June 2021

Savings

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2021 © TAL Services Limited a Dai-ichi Life Group Company.

"TAL is Australia's leading life insurer" based on Inforce premiums for risk only life insurance policies, NMG Consulting (2021).

The information provided on this website is general advice only and does not take into account your individual needs, objectives or financial situation. You should read the relevant Product Disclosure Statement (PDS) before making a decision to purchase or continue to hold a product. The Target Market Determination (TMD), where applicable, for the product is also available. Life insurance issued by TAL Life Limited ABN 70 050 109 450 AFSL 237848.