Tools and Forms
Calculators
Government Co-contribution Calculator (coming soon)
Annual Reports
Product Disclosure Statements
(and supporting reference material)
Superannuation
Forms
Change of Membership Details form
Severe Financial Hardship (and Benefit Payment) form
Super Choice – Fund Nomination form
Tax File Number Notification form
Term Deposit Re-investment form (super members)
Term Deposit Voluntary Break form (super members)
Fact Sheets
Retirement – Your Options Now booklet (pension & transition to retirement)
Transition to Retirement Factsheet
Super-Size Your Retirement Savings booklet (super contributions & salary sacrifice)
Your Super – What You Should Know (insurance & investment options)
Insurance
Forms
Insurance Cancellation or Reduction form
Personal Statement form (extra insurance)
Significant Events (Insurance) form
Financial Planning
Club Plus Financial Planning FSG
Financial Planning Interest form
Pension
Forms
Pension Term Deposit option form
Pension Lump Sum Withdrawal form
Pension Member Change of Details form
Term Deposit Re-investment form (pension members)
Term Deposit Voluntary Break form (pension members)
Employer
How to Complete Contributions booklet
Other
Club Plus Super's Combined FSG
Notice to Members of a Material Change