Member forms and publications

Member Forms & Publications

All the applications, guides, contribution and insurance choices, and change of details forms are below.

Did you know that all our forms are editable and can be saved to your computer?

You can even add your electronic signature and email the documents back to us.

Publications

Financial Services Guide (FSG)
Compliance letter
Proof of Identity Requirements
WA Super Advice services

Super Solutions

Super Solutions Product Disclosure Statement (PDS) and application for membership
Member guide
Insurance guide

Forms

Editable PDF forms are denoted by Editable.

Editable Choice of super
Editable Transfer in - rollover initiation
Editable Personal or Self-employed contribution
Editable Change in personal details
Editable Change of employment details
Editable Change in Investment options - Super Solutions
Editable Automatic increase in insurance
Editable Insurance application or variation
Editable Insurance alteration
Editable Insurance transfer
Editable Tax file number notification
Editable Future contribution instruction for employer
Editable Application to have external advisor or administration fee deducted
Editable Letter of authority
Editable Super Solutions - Binding beneficiary nomination
Editable Super Solutions - Non-binding beneficiary nomination
ATO form - Contributions splitting
ATO form - Downsizer contribution into superannuation
ATO form - Notice of intent to claim or vary a deduction for personal super contributions
ATO Form - Inactive low balance accounts - Authorising your fund to provide a written declaration to the ATO

Retirement Solutions

Editable Retirement Solutions Product Disclosure Statement
Editable Change in investment options - Retirement Solutions
Editable Change in bank account details or income level
Editable Converting your Transitional Income Stream account to an Income Stream account
Editable Roll back to Super Solutions
Editable Retirement Solutions - Binding beneficiary nomination
Editable Retirement Solutions - Non-binding beneficiary nomination

Newsletters

Autumn 2019 (April)
Summer 2018 (December)
Winter 2018 (July)
Autumn 2018 (March)
Summer 2017 (December)
Autumn 2017 (September)

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