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Investment forms
Join:
- Investment statement and membership form: individual - to set up a superannuation scheme as an individual member
- Investment statement & membership form: employee - to set up a superannuation scheme as an employee member where all savings and insurances are voluntary i.e. there is no employer subsidy
- Investment statement & spouse membership form – insurance & savings - use this form to set up a spouce/partner for savings and/or insurance
Add/change:
- Change savings contributions - use this form to change your current monthly savings amount if you are an Individual Member
- Change investment strategy - use this form to change your investment strategy for your existing and/or your future savings
- Switch investments - use this form to switch some or all of your existing savings between different investment pools
Update:
- Update beneficiary details - use this form to update the beneficiaries who will receive the benefits that are payable if you die
- Update bank account - use this form to advise SuperLife of the bank account applicable for the payment of your benefits
Inform:
- PIR tax rate nomination - use this form to advise SuperLife of your PIR rate
>> All forms