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).
If you're an ex-Christian Super member, click here for forms & PDS.
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 Australian Ethical members
If you are an ex-Christian Super member, click the link in the box below to view the Insurance Guide
Guide to our Ethical Investment Process
If you're an ex-Christian Super member, click here for forms & PDS.
Super Forms
Letter of compliance (Notice of compliance)
Provide this letter of compliance (notice of compliance) to new employers to help them make contributions to your Australian Ethical super account
Binding death benefit nomination form
Make a binding nomination of beneficiaries who are to receive your Super in the event of your death
Choice of super fund form
Complete and provide this form for your Employer to pay your Super
Salary sacrifice form
Complete this form and give it to your payroll officer or HR department
Change of name or date of birth 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
Super withdrawal form
Use 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) or amend an adviser service fee arrangement
If you're an ex-Christian Super member, click here for forms & PDS.
Insurance Forms
Insurance opt-in paper form
Use this form to keep your insurance with us
Insurance variation 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 category and smoking status
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
If you're an ex-Christian Super member, click here for forms & PDS.
Pension Forms
Pension application form
This application form is for investment in a Pension account with Australian Ethical Super. If you're an ex-Christian Super member, click the link in the box above for the paper pension application form that you are required to use
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
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
Withdrawal form (Pension)
Use this form to make a withdrawal from your Australian Ethical Pension account
Binding death benefit nomination form
Make a binding nomination of beneficiaries who are to receive your Super in the event of your death
Change of name or date of birth form
For Super and Pension members
Adviser third party and fee authority form (Super & Pension)
Complete this form to gain access to your client's Australian Ethical account(s) or amend an adviser service fee arrangement
Target Market Determination
Super TMD
Pension TMD
Retirement Income Strategy
AES Retirement Income Strategy - July 2023
Employer application form
Registering as an employer using our secure employer portal allows you to make all of your employee contributions.