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Home > About AUSCOAL Super > Governance > Our Trust Deed

AUSCOAL Super Trust Deed

The Trust Deed is AUSCOAL Super's rule book. It’s a legal document setting out how AUSCOAL Super is to be administered and takes precedence over anything contained in the Product Disclosure Statement, the website and other publications. 

The Trustee is responsible for making sure AUSCOAL Super is managed in accordance with the Trust Deed and for the protection of member's entitlements.

AUSCOAL Super’s Trust Deed includes the Fund's general governing rules and Trustee powers and contains schedules that outline the rules relating to fees and specific membership categories. The schedules are:

  • Schedule A – Accumulation Category (Employer) Rules. Includes rules relating to employer-sponsored members, their employers and specific rules applying to Queensland and New South Wales mineworkers.
  • Schedule B – Accumulation Category (Personal) Rules. Anyone who isn't an employer-sponsored member (or a pensioner) is a personal member. This schedule outlines the rules relating to these personal and spouse members. 
  • Schedule C – Defined Benefit Category Rules. Includes rules relating to the old New South Wales statutory benefits scheme. Membership to this scheme closed in 1993.
  • Schedule D – Pension Category Rules. Outlines the rules relating to the standard AUSCOAL Super Account-based Pension and the Queensland statutory pensions (payable to coal mineworkers).
  • Schedule E – Fees. Specifies the types of fees and costs able to be charged by the Trustee.
 

Inspect AUSCOAL Super’s Trust Deed

Drop in to our office during business hours at 472 The Esplanade, Warners Bay, NSW 2285

Call 1300 AUSCOAL (1300 287 262) and we’ll mail you a copy.

 
 

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Call 1300 AUSCOAL
(1300 287 262)
int: +61 (2) 4948 3333
fax: +61 (2) 4948 6955

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Copyright AUSCOAL Superannuation Pty Ltd - ABN 70 003 566 989 - AFSL 246864 AUSCOAL Superannuation Fund ABN 16 457 520 308

The information in this document is general in nature and doesn’t take into account your objectives, financial situation or needs. Before acting, you should consider whether the information is appropriate for you and read our Product Disclosure Statement. The information is based on our understanding of current Australian laws, including tax and super laws, and assumes these laws will remain unchanged. Issued by AUSCOAL Superannuation Pty Ltd | ABN 70 003 566 989 | AFSL 246864 trustee for the AUSCOAL Superannuation Fund | ABN 16 457 520 308. AUSCOAL Advice is the trading name of AUSCOAL Advisory Services Pty Ltd ABN 22 104 151 635,
a Corporate Authorised Representative of the Adviser Network Pty Ltd ABN 25 056 310 699 AFSL 232729.