Forms & Publications
Fact sheets, forms, guides and newsletters. Find the information you need right here.
We’re merging with Spirit Super
From 1 November, you’ll become a member of a bigger and stronger CareSuper. We’ll have a service transition period in place from 22 October until 21 November. Go to the Merger hub to find the full details.
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Member Guide PDSSuper
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Pension Guide PDSRetirement
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Investment GuideSuper
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Insurance Guide - 100% standard coverSuper
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Insurance Guide and Fact sheet - 125% standard coverSuper
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Insurance Guide and Fact sheet - 150% standard coverSuper
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Corporate Insurance Arrangements (CIA) PDSSuper
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Accessing your superSuper
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What it costs to be a CareSuper member – fees and costsSuper
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Making enquiries and complaintsSuper
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Guaranteed Income PDSRetirement
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Comprehensive PDS Pack - 100% standard coverSuper
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Essentials PDS pack - A5Super
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2023/24 financial statement for the Fund
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2023/24 financial statement for the Trustee
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2022/23 financial statement for the Fund
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2022/23 financial statement for the Trustee
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2021/22 financial statement for the Fund
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2021/22 financial statement for the Trustee
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2020/21 financial statement for the Fund
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2020/21 financial statement for the Trustee
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2019/20 financial statement for the Fund
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2019/20 financial statement for the Trustee
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2018/19 financial statement for the Fund
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2018/19 financial statement for the Trustee
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2017/18 financial statement for the Fund
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2017/18 financial statement for the Trustee
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2016/17 financial statement for the Fund
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2016/17 financial statement for the Trustee
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Fund information report 2024
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Annual Report 2023
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Annual Report 2022
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Annual Report 2021
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Annual Report 2020
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Annual Report 2019
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Annual Report 2018
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Annual Report 2017
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Annual Report 2016
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Annual Report 2015
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Annual Report 2014
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Annual Report 2013 (Member)
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Annual Report 2013 (Pension)Retirement
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Annual Report 2012 (Member)
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Annual Report 2012 (Pension)Retirement
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Annual Report 2011 (Member)
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Annual Report 2011 (Personal Plan)
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Annual Report 2011 (Pension)Retirement
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Annual Report 2010 (Member)
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Annual Report 2010 (Personal Plan)
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Annual Report 2010 (Pension)Retirement
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Annual Report 2009 (Member)
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Annual Report 2009 (Personal Plan)
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Annual Report 2009 (Pension)Retirement
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Authorise my account to stay with CareSuperSuper
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Authority to access informationSuper
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Benefits at a glanceSuper
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Boosting your superSuper
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Certifying your identification documentsSuperRetirement
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Change of detailsSuperRetirement
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Changing your occupational categorySuper
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Pay my super to CareSuperSuperAlso known as our Member choice form, you can use this form to ask your employer to pay your super to CareSuper (includes our letter of compliance).
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Claiming a death benefitSuperRetirement
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Contribution formSuper
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Contribution authorisation (top up super)Super
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Corporate Insurance application form
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Elect to have insurance coverSuper
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Employer GuideEmployers
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Exiting the Direct Investment optionSuperRetirement
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Extra benefits for employersEmployers
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Family law paymentsSuperRetirement
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Financial Planning through CareSuperSuperEmployersRetirement
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Financial Services GuideSuperEmployersRetirementJoint Financial Services Guide (FSG) for CareSuper and Mercer
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Insurance applicationSuper
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Reinstate your insurance cover form
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Corporate reinstate your insurance cover form
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Keep or cancel my coverSuperOpt in to keep your insurance under the PYS legislation changes
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Investment choiceSuperRetirement
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Letter of complianceSuperYour employer will use this letter to confirm we’re a complying super fund. You don’t need to provide this letter if you complete our Member choice form.
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Meeting a condition of release (TTR to Pension)SuperRetirement
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Member applicationSuper
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Member outcomes assessment 2023
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Member outcomes assessment 2022
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Member outcomes assessment 2021
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Member outcomes assessment 2020
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Nominating your beneficiariesSuper
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Notice of intent to claim – personal super contributionsSuper
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On the Money Issue 1 2023SuperEmployersRetirement
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On the Money Issue 1 2022RetirementSuperEmployers
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Parental leave insurance fee waiverSuper
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Pension Election FormRetirement
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People authorised to certify documentsSuperRetirement
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Reduce or cancel cover
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Redundancy and your superSuperEmployers
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Spouse contribution formSuper
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Transfer your insuranceSuper
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Transfer your superSuper
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Why it pays to be a member
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Workplace seminars for your employeesEmployers
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Retirement GuideRetirement
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Target Market Determination (TMD) for CareSuper Superannuation
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Target Market Determination (TMD) for CareSuper Pension
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Target Market Determination (TMD) for CareSuper Guaranteed Income
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Target Market Determination (TMD) for CareSuper Corporate Insurance
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Standard Choice formEmployersEmployers use this form to offer their employees choice of fund (includes our letter of compliance).
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Retirement Income StrategyRetirement
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Pension Withdraw FormRetirement
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Significant Event Notice - Super
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Significant Event Notice - Pension
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Significant Event Notice - Transition to retirement
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