Disclosure Documents

Deposit and Credit Accounts

The Terms and Conditions for Deposit and Credit Accounts (currently in two parts) contains information about the benefits, risks and conditions attached to basic deposit products and various non-cash payment facilities issued by Greater Bank Ltd and various conditions attached to certain loan or credit accounts.

Credit Cards

The Credit Card Conditions of Use document sets out conditions attaching to Credit Cards issued by Greater Bank and this along with any other Schedule and Terms and Conditions booklet are read together to form the totality of the Terms and Conditions attaching to Greater Bank Credit Cards.

Foreign Tax Declaration Forms

If you're in the process of opening an account with Greater Bank online and have been directed to this page, unfortunately, you will not be able to complete the account opening process online. Your next steps are to download and complete the relevant Foreign Tax Declaration Form below, and get in touch with our Service Centre on 1300 651 400 (from within Australia) or on +612 4921 9111 (internationally).

These forms are made available for customers who have been requested by Greater Bank to disclose their taxation status. You should download the instructions as well. If you require further assistance with completing these forms you should contact your personal financial adviser.

Greater Bank Allocated Pension and Rollover Funds

All trustees of superannuation funds have a legal responsibility to make certain documents and disclosures available. Equity Trustees Superannuation Limited as trustee of the Greater Bank Rollover and Allocated Pension Fund, a sub-fund of the CUBS Superannuation Fund RSE number R1068832, has elected to make these items available from this website and details of each disclosure or links to the relevant documents are provided below.

Significant Event Notice is issued by the Trustee. This SEN was distributed to members to alert them to the fact that The Trustee had determined to set up an Operational Risk Financial Requirement Reserve (ORFR) to protect members' interests should an operational failure occur that may result in losses to a fund or its members.

• Fund Administrator: Financial Synergy Pty Ltd (ACN 005 484 391) as trustee for the Financial Synergy Unit Trust (ABN 73 423 494 780);
• Fund Promoter: Top Quartile Management Pty Limited (ABN 98 006 771 848) 
• Fund Sub Promoter: Greater Bank Limited (ABN 88 087 651 956)
• Asset Consultant: TAG Asset Consulting Group Pty Limited trading as Atchison Consultants (ABN 58 097 703 047)
• Issuer and Trustee: http://www.eqt.com.au/corporate-and-employer-super/etsl-registrable-superannuation-entity-disclosures

The Greater Bank Rollover Fund and the Greater Bank Allocated Pension Fund are now closed to new customers.

The Greater Bank Rollover Fund and the Greater Bank Allocated Pension Fund are sub-funds of the CUBS Superannuation Fund (CUBS RSE Number: R1068832).

Greater Bank has outsourced the administration of the Greater Bank Rollover and Allocated Pension Funds to Financial Synergy.

Contact Phone Number: 1300 855 565

If you wish to request a withdrawal from either fund please complete a Greater Bank Rollover and Allocated Pension Fund Withdrawal Request Form. 

Once you've completed the form as instructed at the top of the form, you can send it to:

Greater Bank Rollover and Allocated Pension Fund

GPO Box 4344

Melbourne, VIC, 3001

CUBS Superannuation Fund

• ABN 90 120 177 925
• Unique Superannuation Identifier^ (USI); 90 120 177 925 002 (^The USI is the unique identifier that is used in the new electronic clearing system for superannuation funds called "SuperStream")
• The Trustee of the CUBS Superannuation Fund is: Equity Trustees Superannuation Limited, ABN 50 055 641 757, AFSL 229757, RSE License No. L0001458, Level 2, 575 Bourke Street, Melbourne VIC 3000.