Documents & forms
Follow the links below to download the documents and forms for your membership. Should you require any help with completing a form, or if you are unsure which form you need to use, contact us.
By submitting information using the below forms, I understand and consent to my information being collected, disclosed and used in the manner set out in our Privacy Policy.
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Annual Reports
Read Annual Reports here
- 2023 Annual Report
- 2022 Annual Report
- 2021 Annual Report
- 2020 Annual Report
- 2019 Annual Report
- 2018 Annual Report
- 2017 Annual report
- 2016 Annual report
- 2015 Annual report
- 2014 Annual report
- 2013 Annual report
- 2012 Annual report
- 2011 Annual report
- 2010 Annual report
- 2009 Annual report
- 2008 Annual report
- 2007 Annual report
- 2006 Annual report
- 2005 Annual report
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Fact Sheets
View Fact Sheets
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- Beneficiaries Factsheet
- How to Join: Information for JBWere Employees
- Internal Dispute Resolution
- Completing a proof of identity
- Contribution splitting factsheet
- Departing Australia superannuation payments
- Making the Most of Your Super – Tips for the end of financial year
- What happens when you leave service with Goldman Sachs
- How to transfer your super to New Zealand (Trans Tasman Portability)
- 5 Ways to Make the Most of Your Super
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Investment performance
View Investment performance
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Member Forms
View Member Forms
- Insurance Premiums 1 July 2022
- Notice of intent to claim or vary a deduction for personal super contributions
- Application for membership and nomination of beneficiary - pension
- Application for Membership
- Application for membership - spouse
- Change details advice
- Completing proof of identity
- Contribution splitting application form
- Early release of superannuation benefits - Financial hardship
- Election to Opt in to Insurance Cover - Form
- How to apply for a super payout
- Individual insurance transfer
- Making a binding death nomination form
- Making a non-binding death benefit nomination form
- Making lump sum contributions form
- Making voluntary contributions form
- Payment instructions
- Pension Variation Form
- Portability transfer instructions form
- Protect Your Super - Reinstatement form
- Providing Tax File Number
- Retained division insurance cover change
- Rollover form
- Spouse contribution form
- Update insurance cover
- How to transfer your super to New Zealand (Trans Tasman Portability)
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Product dashboard
View Product dashboard
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Product Disclosure Statements
View Product Disclosure Statements
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Portfolio Holdings Disclosure
View all Portfolio Holdings Disclosure
Overview
From March 2022, all superannuation funds are required to disclose the value and weighting of underlying assets within their portfolio.
This requirement is referred to as Portfolio Holdings Disclosure. It is a mandatory requirement for all superannuation funds following an amendment to the Corporations Act 2001. Each fund must update its disclosure every six months.
The aim of the Portfolio Holding Disclosure is to increase transparency and help members gain a better understanding of the assets in which their superannuation fund invests.
You can see how the Goldman Sachs & JBWere Superannuation Fund is invested by clicking on your membership division below (accumulation or pension). These files are provided in a format set out by the new government regulations and are available in CSV format. Additional files are also available below in XLS format which will be easier for you to view once downloaded.
The information contained in each spreadsheet is current as at 31 December 2023.
A spreadsheet for each of the Fund’s membership divisions (accumulation or pension) within its investment option is available for you to download on this page.
To help you understand this information, we have provided definitions below. These definitions relate to the column headings in each spreadsheet.
Asset
This is the asset class, where similar types of assets are grouped together including, but not limited to, equities, fixed income, and private equity.
Name
This is the asset holding name. The type of name provided will vary according to the asset class.
Currency
This is only relevant for cash assets. It will display N/A for all other asset classes.
Security identifier
This only applies to assets which are listed publicly and traded on a stock exchange. The identifier is the unique reference number used to identify that asset on the stock exchange.
There is no identifier for unlisted assets (which are not publicly traded). Therefore, N/A will be displayed.
Units held
This is the number of units or shares held in an asset.
Value
This is the total value, in Australian dollars, of the asset.
Weighting
This is the percentage of the fund’s total value for that asset.
- Portfolio Holdings Disclosure (Accumulation XLS) - 31 December 2023
- Portfolio Holdings Disclosure (Accumulation CSV) - 31 December 2023
- Portfolio Holdings Disclosure (Pension XLS) - 31 December 2023
- Portfolio Holdings Disclosure (Pension CSV) - 31 December 2023
- Portfolio Holdings Disclosure (All Member Divisions) - 31 December 2023
BEST Superannuation Pty Ltd ABN 57 070 732 008, AFS Licence No. 530672, RSE Licence No. L0001939 is the trustee of the Goldman Sachs & JBWere Superannuation Fund ABN 55 697 537 183, RSE registration #R1005271. You should consider the Product Disclosure Statements for the Fund (available here) and the Target Market Determinations (available here) before making any decisions in relation to this product.