These documents tell you how each fund has performed and what fees were charged. The documents will help you to compare the Funds with other funds. Australian Scholarships Group Friendly Society Limited (ASG) prepared these updates in accordance with the Financial Markets Conduct Act 2013. This information is not audited and may be updated.


Tax Treatment of Scholarship Benefit Payments

This update applies to Members of The Education Fund (New Zealand) and the Supplementary Education Program (New Zealand) only.




Statements of Investment Policy & Objectives (SIPOs)

Current SIPOs can be accessed on the Disclose Register under the relevant scheme’s governing documents at the following link. The SIPOs were last updated on 18 August 2020.


Quarterly Fund Updates

30 September 2020

30 June 2020

31 March 2020

31 December 2019

30 September 2019

30 June 2019

31 March 2019

31 December 2018

30 September 2018

30 June 2018

As at 31 March 2018

As at 31 December 2017

Annual Reports

As at 30 June 2019

As at 30 June 2018

As at 30 June 2017