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Are you a former Christian Super member? If so, there are some differences in the information pack for you. See PDS & Forms for former Christian Super members

Super & Pension | PDS & Forms

Super & Pension | PDS & Forms

Please note that between 17th September – 4th November there will be limited services available on the Australian Ethical Super and Pension Portal for members to access their account.

 

Some transactions will not be processed until after this period, after we have completed the change of administrator from Mercer to GROW. For more information please see this post for Super and Pension.

Please see the Notices & Updates page for the latest changes to the Super or Pension products.

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Are you a former Christian Super member?

If so, there are some differences in the information pack for you.

Jump to... 

Important info

The Financial Services Guide, Product Disclosure Statement and Target Market Determination should be considered before making a decision. See Notices & Updates for the latest changes to our products.

USI, ABN, Letter of Compliance & Choice of Super Fund form

Product Disclosure Statement (PDS) and Significant Event Notice

Target Market Determination (TMD)

Financial Services Guide (FSG)

Notices and Updates

Forms and other

We now accept electronic signatures on all forms, except for the Binding Death Benefit Nomination form. To avoid delays or having to re-complete this form, please ensure you sign the document with a wet ink signature (i.e. by hand).

Please note that ex-Christian Super members cannot use these forms and will need to refer to the page for former Christian Super members.

Super Forms

Insurance Guide and Forms

Pension Forms

Retirement Income Strategy

Links for employers

Important info

Send an email to your employer

To get your super paid into your account, you can send the email template below to your employer:

Australian Ethical

(new members & member/account numbers starting with '1' or '7')

Former Christian Super
(member/account numbers starting with '3' or '4')

Email template Icon of an open envelop indicating an email link

 

You may also need to provide a:

Email template Icon of an open envelop to end an email

 

You may also need to provide a:

Template not working?
Give your employer these details

 

Australian Ethical
(new members & member/account numbers starting with '1' or '7')

Former Christian Super
(member/account numbers starting with '3' or '4')

USI / SPIN

AET0100AU CHR0001AU

ABN

49 633 667 743 49 633 667 743

Fund Name

Australian Ethical Super Australian Ethical Super (former Christian Super members)

Phone number

1800 021 227 1800 021 227

Fund address

GPO Box 3117

Brisbane QLD 4001

Locked Bag 5073

Parramatta NSW 2124

Product Disclosure Statement (PDS)

Product Disclosure Statement
Additional Information Booklet (Super)
Additional Information Booklet (Pension)
Insurance Guide
Guide to our Ethical Investment process

Notices and Updates

A summary of Significant Event Notices (SENs) and Updates to ensure you remain well informed of significant events and changes to our products that may impact you.

Target Market Determination (TMD)

Super Target Market Determination (TMD)
Pension Target Market Determination (TMD)

Financial Services Guide (FSG)

Financial Services Guide (FSG)

Forms & other

Super Forms

Choice of super fund form
Complete this form and provide to your employer if you would like your super contributions paid to your Australian Ethical Super account.
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.
Salary sacrifice form
Complete this form and give it to your payroll officer or HR department to top up your Super with salary sacrifice.
Third party information authority form
Complete this form to allow a third party to request information in relation to your Australian Ethical Super accounts on your behalf.
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.
Notice of intent to claim a tax deduction for super contributions
Complete this form to declare your Notice of Intent to claim or vary a deduction.
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
Complete this form to change your name or date of birth - for Super and Pension members.
Trans Tasman Portability form
Complete this form to transfer your Australian Ethical Super account to a KiwiSaver Scheme in New Zealand.
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.
Proof of identity guide
A guide for providing certified identification documents.
Super rollover form
For Super and Pension members.

Insurance Guide and Forms

Insurance Guide for Australian Ethical members
Insurance application form
Complete this form to disclose personal details as part of an application for insurance. Please consider the Insurance Guide before applying.
Insurance opt-in form
Complete this form to keep your insurance with us, or to opt-in to insurance if you are under 25 and your account balance is under $6,000.
Insurance variation form
Complete this form to opt-out of Default Cover before it commences or to cancel existing cover; to change or reduce your existing insurance cover or apply for fixed or additional life events cover or income protection; or to change your personal details including occupational classification.
Transfer of insurance cover form
Complete this form if you have insurance outside of Australian Ethical Super and you'd like to transfer your cover to us.

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

Retirement Income Strategy

AES Retirement Income Strategy - July 2024

Links for Employers

Registering as an employer using our secure employer portal allows you to make all of your employee contributions.

Australian Ethical acknowledges the Traditional Owners of the country on which we work, the Gadigal people of the Eora Nation, and recognise and celebrate their continuing connection to land, waters and culture. We pay our respects to Elders past and present and thank them for protecting Country since time immemorial.

See our Reconciliation Action Plan