The Australian Ethical Financial Services Guide and Product Disclosure Statement should be considered before making a decision about your superannuation options.
Complete this form to notify us to start or amend an advisor service fee arrangement
Make a binding nomination of beneficiaries who are to receive your super in the event of your death.
Update your name or your date of birth
Provide this letter to new employers to help them make contributions to your Australian Ethical super account
Change, cancel or reduce your existing insurance cover or apply for fixed or additional life events cover or apply for income protection insurance. Change your personal details including occupation category and smoking status.
Use this form if you currently have insurance outside Australian Ethical Super, and you’d like to transfer the cover to us.
To disclose personal details as part of an application for insurance. Please consider the Insurance Guide before applying for insurance.
Notice of intent to claim a tax deduction for super contributions
Use this form if you want to withdraw your super from Australian Ethical or roll it over to another fund.
Update your investment option or future contribution strategy
Complete this form and give it to your payroll officer or HR department
Use this form to keep your insurance with us
| News and updates | Significant event notices summary | Significant event notices |
| Changes to your super: 1 July 2019 FAQ | Summary of the Significant Event Notices over the past 3 Years | |
| Important information regarding your super contributions cap assessment | ||
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Important information about your Australian Ethical account, 17 October 2017 |
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Registering as an employer using our secure employer portal allows you to make all of your employee contributions.