Forms & Publications
View and download forms, sheets and PDS documents or log in to Member Online to complete most requests online.
Upload forms faster in Member Online
Most account requests can be completed in Member Online. Plus, you can save time and submit most forms securely anytime.
Reports and financial statements
Looking for reports, financial statements and other important disclosures? You’ll find them on our Governance page.
Redundancy and your super
Self managed super funds
Information on SMSFs, their benefits, responsibilities, costs, and how to manage or wind them up.
Paying advice fees from your CareSuper account
Information on paying advice fees from your CareSuper account.
Compliance statement
Super and family law
Information on the process of what can happen with your super while going through a divorce.
Retirement bonus
Information on a bonus you may be eligible to receive when you open a retirement income account with CareSuper.
Retirement guide
Ready to plan for life after work? Our Retirement Guide covers everything you need to know — from how much you'll need and getting retirement ready, to turning your super into income. Discover how we can help you take the next step with confidence.
Retirement income payments calendar
This calendar shows the payment dates for retirement incomes from 1 July 2025 - 30 June 2026.
How to make a terminal illness claim
Step-by-step guidance to help you through the claims process
How to make a total and permanent disablement (TPD) claim
Step-by-step guidance to help you through the claims process
Access your Defined Benefit
Information on how and when you can access your defined benefit.
Early access to your super
Information on the special circumstances where you may be able to access your super early.
First home super saver scheme
Information on using the tax-friendly environment of super to help save a deposit for your first home.
Temporary residents departing Australia
Information on how you can claim the super you earned as a temporary resident once you leave Australia.
Transferring your super to a KiwiSaver
Information on transferring your Australian super to a KiwiSaver scheme under the Trans-Tasman portability scheme, after permanently moving to New Zealand.
Boost your spouse's super
Information on the spouse contribution tax offset and how you can split your eligible contributions with your spouse.
Boosting your super with government help
Information on the co-contribution and low-income superannuation tax offset strategies, including the income thresholds.
Claiming tax deductions for contributions
Information on claiming tax deductions for contributions.
First home super saver scheme
Information on using the tax-friendly environment of super to help save a deposit for your first home.
Super contributions
Information on the different ways you can contribute extra money to help grow your super.
Thinking of downsizing your home?
Information on how members aged 55 and over could contribute the proceeds from the sale of their family home to super.
PDS updates
The information in our PDS can be subject to change. We’ve summarised changes that are not materially adverse.