Tools & Forms

Calculators

Government Co-contribution Calculator

Annual Reports

2011 Annual Report
2010 Annual Report
2009 Annual Report
2008 Annual Report

Superannuation

PDS
Industry Division PDS and Employer Guide Booklet
Personal Division PDS

Forms
Rollover Form
Super Choice – Fund Nomination Form
Tax File Notification Form
Investment Choice Form
Change of Membership Details Form
Direct Debit Authority Form
Voluntary Contribution Form
Payroll Deduction Authority

Fact Sheets
Super-Size Your Retirement Savings booklet (super contributions & salary sacrifice)
Retirement – Your Options Now booklet (pension & transition to retirement)
Your Super – What You Should Know (insurance & investment options)

Insurance Forms & Information

Personal Statement Form (extra insurance)
Significant Events (Insurance) Form
Insurance Cancellation or Reduction Form

Financial Planning

Financial Planning Interest Form

Pension

Pension Lump Sum Withdrawal Form
Pension Division PDS
Pension Member Change Details Form

Employer

Employer Application Form
Employer Guide Booklet
Contribution Advice Form
Employer Booklet – How to Complete Contributions
ATO Choice of Fund Form

Other

Letter of Compliance
Notice to Members of a Material Change
Financial Services Guide