The Australian Ethical Financial Services Guide and Product Disclosure Statement should be considered before making a decision about your superannuation options.
Combine your other super into your Australian Ethical Super account using this ATO rollover initiation request form.
Get your employer to pay your super to Australian Ethical Super.
If you want to keep your insurance, use the opt-in form.
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).
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 income protection. Change your personal details including occupational category and smoking status.
Use this form if you have insurance outside of Australian Ethical Super and you'd like to transfer your 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
Registering as an employer using our secure employer portal allows you to make all of your employee contributions.