Forms

The Australian Ethical Financial Services Guide and Product Disclosure Statement should be considered before making a decision about your superannuation options.

For new members

If you wish to join Australian Ethical, complete the pension application formIf you have questions, check out our additional information brochure.

For existing members

Document Description Size
Binding death benefit nomination form To make a binding nomination of beneficiaries who are to receive your super in the event of your death 189.26 KB
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. 525.34 KB
Change of details form – Pension Update your membership details such as contact details and name changes, or change your pension options, preferred beneficiaries or how your pension payments are made 159.38 KB

Joining is quick and easy!

We can assist you in setting up your account, and rolling in other super accounts.

Australia's most trusted ethical fund, with a history of almost 30 years.

Join over 25,000 Australians choosing to invest ethically with us.

Pensions Pre-Form