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Preparing for retirement

Starting a pension

How to join

To get started, the minimum amount you need to rollover into a Club Plus Pension account is $20,000 of your Club Plus Super benefit, or any other superannuation benefit that you are entitled to.

1. Read our Pension Product Disclosure Statement

Download the Pension PDS to find out which pension is right for you and whether you are eligible. You can also read the Pension Options page to find out more or call our Pension Hotline on 1800 204 194. We also suggest that you consult a qualified financial adviser.

2. Fill in the Pension Application form and tailor the pension to your needs.

On the Pension application form, you need to tell us what your initial contribution is, select the amount and frequency of your pension payments, choose your investment options and nominate your beneficiaries.

Complete and attach (1) Tax File Number Declaration form (only if aged between 58 and 59); and (2) evidence of your identity and your beneficiary’s identity. 

3. Complete and attach (1) Tax File Number Declaration form (only if aged between 58 and 59); and (2) evidence of your identity.

Download our Pension TFN form. For evidence of your identity, you can provide details on the application form to have your identity verified electronically, otherwise attach a certified copy of your passport, driver’s licence, birth certificate or citizenship certificate to confirm this. A certified copy is a copy signed by a Justice of the Peace or someone capable of witnessing statutory declarations (for example, at Australia Post, or a Police Officer) certifying that it is a true copy of the original. You can find more information about certifying copies here. If you send original documents, these will be returned following copying and certification by Club Plus Super.

4. Send application form and attachments

Finally, send your application form and attachments through to:

Club Plus Administration
Locked Bag 5042
Parramatta NSW 2124

Please note: If you are starting a Club Plus Pension and rolling money over from a fund other than Club Plus Super, you will need to fill in a Rollover Form and attach it to your application.

If you need further assistance please contact our Pension Hotline on 1800 204 194, Monday to Friday from 8am to 6pm AEST. Alternatively, submit an enquiry.

Downloads

Pension PDS
Pension TFN Form
Rollover Form
Transfer to Retirement Pension PDS