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Member forms and guides
The Trustee has designed a number of easy-to-use forms to enable members to easily transfer other benefits into Accountants Super, to advise us of changes in their insurance requirements, investment options, personal details and when leaving Accountants Super, of their benefit payment requirements. The forms for these purposes and others shown below can be downloaded from this website.
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Member forms
Application for Membership FormThis form is for members wanting to join Accountants Super, including those who have been enrolled by their employer and those joining as a member's spouse. |
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Super Choice FormThis form is used by eligible members to instruct their employers to send their contributions to Accountants Super. The Accountants Super Letter of Compliance is also included to identify Accountants Super as a complying fund that can accept employer contributions. |
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Voluntary Contributions FormThis form is for members wanting to make a voluntary contribution, especially to be eligible for a Government Co-contribution. |
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Benefit Payment Advice FormThis form should be completed by members who wish to transfer all or part of their benefit out of Accountants Super, have part or all of their benefit paid in cash (if eligible) or wish to retain their benefit in the Fund following resignation from their employer. Please call our Customer Service Centre on 1300 651 331 to obtain a form. |
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Change of Member Details FormThis form can be used by members to notify a change of address, employment status, name, employer or other changes to personal details. |
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Nomination of Beneficiary FormUsed by members for nomination of dependants in the case of death. |
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Direct Debit FormUsed by members who wish to make Member Voluntary Contributions through eSuper for Members. |
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Insurance Application FormMembers who wish to increase their death and total and permanent disablement benefits should complete this insurance application form. |
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You may need a Personal Statement to accompany this insurance application form |
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Investment Choice formThis form allows members to change their investment options at any time. You can change investment options for your current balance, future contributions or both. |
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Transfer FormMembers who wish to transfer benefits held in other funds to Accountants Super should complete this form. |
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Salarysafe Application FormUsed by member wanting to insure their income against illness or injury. |
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Tax File Number (TFN) Notification FormMembers who did not notify Accountants Super of their tax file number when first joining who subsequently wish to do so should complete this form. |
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Consent to Search FormMembers who would like us to assist them in searching for any old super accounts can complete this form. If you have had a number of jobs and moved house a few times, you may be surprised at how much missing super you have. |
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Third Party Authorisation FormMembers who would like a third party (e.g. their adviser or accountant) to have access to their account need to send this form to us. This authority can be revoked in writing at any time. |
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Third Party Authorisation Withdrawal FormMembers who no longer want a third party (e.g. their adviser or accountant) to have access to their account can cancel their authority by completing this form and returning it. |
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Member guides
Product Disclosure StatementThe Product Disclosure Statement (PDS) which is also known as the Information Guide for Members, provides full details of the features and benefits including detailed information about the investment choices available to members of Accountants Super. All forms required to enrol in Accountants Super are also included in the PDS. |
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