The Australian Ethical Financial Services Guide, Product Disclosure Statement and Target Market Determination should be considered before making a decision about your superannuation options.
See the Notices & Updates page for the latest changes to Super or Pension products.
We currently do not accept electronic signatures on forms. To avoid delays or having to recomplete forms, please ensure you sign the documents with a wet ink signature (i.e. by hand).
Important information
Financial Services Guide
Product Disclosure Statement
Australian Ethical Super
Superannuation Additional Information Booklet
Australian Ethical Super
Pension Additional Information Booklet
Australian Ethical Super
Insurance Guide for ex-Christian Super members
Super Forms
Third party authority form
Complete this form to allow a third party to request information in relation to your Australian Ethical Super accounts on your behalf
Investment choice form (Super)
Complete this form if you would like to set up or change your investment option(s)
Change of membership details form
For Super and Pension members. Complete this form if you want us to update your personal details, to make a non-binding nomination, update your occupation category or provide consent to search and consolidate your lost super
Letter of compliance (Notice of compliance or Choice of super fund form)
Provide this Letter of compliance (notice of compliance or choice of super fund) to new employers to help them make contributions to your Australian Ethical super account
Binding beneficiary nomination form
Make a binding nomination of beneficiaries who are to receive your Super in the event of your death
Change of name form
For Super and Pension members
Trans Tasman Portability form
For Super members
Superannuation contributions splitting application
Complete this form if you would like to split your superannuation contributions with your spouse
Spouse contribution form
Complete this form to make a contribution directly to Australian Ethical Super for your spouse
Benefit payment form (Super)
Complete this form to make a withdrawal from your Australian Ethical Super account
Notice of intent to claim a tax deduction for super contributions
Adviser third party and fee authority form (Super & Pension)
Complete this form to gain access to your client's Australian Ethical account(s) oramend an adviser service fee arrangement
Insurance Forms
Insurance opt-in form
You can use this form to opt-in to insurance if you are under 25 and your account balance is under $6,000
Election form to maintain insurance cover
Use this form to keep your insurance with us
Insurance choice form
This form can be used to opt-out of Default Cover before it commences or cancel existing cover. Change or reduce your existing insurance cover or apply for fixed or additional life events cover or income protection. Change your personal details including occupational classification
Transfer of insurance cover form
Use this form if you have insurance outside of Australian Ethical Super and you'd like to transfer your cover to us
Insurance application form
To disclose personal details as part of an application for insurance. Please consider the Insurance Guide before applying for Insurance
Pension Forms
Pension application form
This application form is for investment in a Pension account with Australian Ethical Super. If you want to commence a Pension with your existing Australian Ethical super account, you can also do this by logging into your online portal and selecting the 'pension' tab.
Pension payment election form
Complete this form to change your pension payment options
Investment choice form (Pension)
Complete this form if you would like to set up or change your investment option(s)
Change of membership details form
For Super and Pension members. Complete this form if you want us to update your personal details, to make a non-binding nomination, update your occupation category or provide consent to search and consolidate your lost super
Binding beneficiary nomination form
Make a binding nomination of beneficiaries who are to receive your Super in the event of your death
Change of name form
For Super and Pension members
Benefit payment form (Pension)
Complete this form to make a withdrawal from your Australian Ethical Super account
Tax file number declaration (ATO)
Applicants under the age of 60 who are transitioning to retirement or wanting to start an Australian Ethical Pension account will need to complete this form
Adviser third party and fee authority form (Super & Pension)
Complete this form to gain access to your client's Australian Ethical account(s) oramend an adviser service fee arrangement
Adviser Forms
Adviser third party and fee authority form (Super & Pension)
Complete this form to gain access to your client's Australian Ethical account(s) oramend an adviser service fee arrangement
Target Market Determination
Super TMD
Pension TMD
Retirement Income Strategy
Retirement Income Strategy Summary
A summary of the key sections of Australian Ethical Super's Retirement Income Strategy