Forms & Publications

View and download forms, sheets and PDS documents or log in to Member Online to complete most requests online.

Icon of form with a pen

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.

Log in

file icon

Reports and financial statements

Looking for reports, financial statements and other important disclosures? You’ll find them on our Governance page.

Go to Governance

Member PDS

PDS / PDF

Fees and costs guide

PDS, Guide / PDF

Investment guide

PDS, Guide / PDF

How super works guide

PDS, Guide / PDF

How to open an account guide

PDS, Guide / PDF

Insurance guide

PDS, Guide / PDF

Insurance guide (Category D)

PDS, Guide / PDF

Retirement Income PDS

PDS / PDF

Transition to Retirement PDS

PDS / PDF

Financial Services guide

Guide / PDF

Flexible Income TMD

TMD / PDF

Managed Income TMD

TMD / PDF

Super TMD

TMD / PDF

Transition to Retirement TMD

TMD / PDF

Letter of compliance

Factsheet / PDF

Defined Benefits fund guide

Form / PDF

Guaranteed Income PDS

PDS / PDF

Term Allocated Pension guide

PDS, Guide / PDF

PDS updates

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