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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

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Are you a former Christian Super member?

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

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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)

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

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

USI / SPIN ABN Fund name Fund address Phone number
AET0100AU 49 633 667 743 Australian Ethical Super Locked Bag 20013
Melbourne VIC 3001

1800 021 227

USI / SPIN AET0100AU
ABN 49 633 667 743
Fund name Australian Ethical Super
Fund address Locked Bag 20013
Melbourne VIC 3001
Phone number

1800 021 227

 

Tip: You can share this information with your employer by sending them this email template.

 

You may also need to provide a Letter of Compliance or a Choice of Super fund form to your employer as well.

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
Choice of super fund form
Complete and provide this form for your Employer to pay your Super

Product Disclosure Statement (PDS)

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
Australian Ethical Super
Guide to our Ethical Investment Process

Target Market Determination (TMD)

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

Financial Services Guide (FSG)

Financial Services Guide (FSG)

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.

Forms & other

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

Insurance Guide and Forms

Insurance Guide for Australian Ethical members
Australian Ethical Super
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

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 2023

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