Forms & Publications

Fact sheets

PDS updates

The information in our PDS can be subject to change. We’ve summarised changes that are not materially adverse here.


How super works guide

PDS, Guide / PDF

How to open an account guide

Factsheet / PDF

Information on how to open a CareSuper account.

How to transfer your SMSF to CareSuper

Factsheet / PDF

Information on how to transfer your self-managed super fund (SMSF) to CareSuper.

Retirement bonus

Factsheet / PDF

Information on a bonus you may be eligible to receive when you open a retirement income account with CareSuper.

Retirement guide

Form / PDF

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

Form / PDF

This calendar shows the payment dates for retirement incomes from 1 July 2024 - 30 June 2025.

Access your super

Factsheet / PDF

Information on how and when you can access your super.

Access your Defined Benefit

Factsheet / PDF

Information on how and when you can access your defined benefit.

Early access to your super

Factsheet / PDF

Information on the special circumstances where you may be able to access your super early.

First home super saver scheme

Factsheet / PDF

Information on using the tax-friendly environment of super to help save a deposit for your first home.

Temporary residents departing Australia

Factsheet / PDF

Information on how you can claim the super you earned as a temporary resident once you leave Australia.

Transferring your super to a KiwiSaver

Factsheet / PDF

Information on transferring your Australian super to a KiwiSaver scheme under the Trans-Tasman portability scheme, after permanently moving to New Zealand.

Making a death claim

Factsheet / PDF

Information on the process of claiming a death benefit.

Nominating your beneficiaries

Factsheet / PDF

Information on the different types of nominations you can make for your death benefit.

Boost your spouse's super

Factsheet / PDF

Information on the spouse contribution tax offset and how you can split your eligible contributions with your spouse. 

Boosting your super with government help

Factsheet / PDF

Information on the co-contribution and low-income superannuation tax offset strategies, including the income thresholds.

Claiming tax deductions for contributions

Factsheet / PDF

Information on claiming tax deductions for contributions.

First home super saver scheme

Factsheet / PDF

Information on using the tax-friendly environment of super to help save a deposit for your first home.

Salary sacrifice and super

Factsheet / PDF

Information on the salary sacrifice strategy.

Super contributions

Factsheet / PDF

Information on the different ways you can contribute extra money to help grow your super.

Thinking of downsizing your home?

Factsheet / PDF

Information on how members aged 55 and over could contribute the proceeds from the sale of their family home to super.

Application to fix contribution errors

Form / PDF

Clearing house start-up guide

Factsheet / PDF

Understanding your super obligations

Factsheet / PDF

Direct Investment option guide

Factsheet / PDF

Important information on our Direct Investment option.

Market volatility

Factsheet / PDF

Markets will always move up and down, and the way you react to volatility can make a big difference in the long-term.

Guide to providing proof of ID

Factsheet / PDF

Information on how to provide your proof of ID.

Member Online

Factsheet / PDF

Information on what you can do in Member Online to look after your super. 

Paying advice fees from your CareSuper account

Factsheet / PDF

Information on paying advice fees from your CareSuper account.

Compliance statement

Factsheet / PDF

Super and family law

Form / PDF

Information on the process of what can happen with your super while going through a divorce.