• Key Focus Areas
  • How To...
  • FAQs
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Register for MemberAccess

  1. You must be a Catholic Super member with a membership number to register for MemberAccess.

    You will need to enter your Member number, Postcode, Date of Birth and Name as we hold it for you to register online. Refer to your last member statement if unsure! We require these details for security reasons, if you don't know this information please contact us and we'll be happy to provide this to you.

  2. From our website home page, select REGISTER
  3. Enter your details and select CONTINUE
  4. You will need to accept the Terms and Conditions, and then you are successfully registered for your account online and you can navigate through MemberAccess
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Sign up for online statements

Save money and trees and sign up for online statements
  1. Log into your MemberAccess account (if you do not have access, you first must register)
  2. Under the Member tab, select 'Online Member Profile'
  3. Here you will be able to select 'Yes' to online statements and 'Yes' to email newsletters
  4. If you haven't set up your security questions yet, do so now - this will allow you to reset your password online rather than having to call which is much easier

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Set up the forgotten password facility

  1. Under the 'Member' tab select 'Online Member Profile'
  2. Here you can enter answers to a minimum of 4 of the set security questions,
  3. Once done select SUBMIT and they will be saved
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Check my balance

  1. Under the 'Your Account' tab, select 'Balance Enquiry' - You can also select the 'Benefit Quote' but it will go straight to the quote step and not show the break up of your account as detailed in the next few bullet points
 
  • 2 tabs will be shown - Account Details and Preservation Details.
    Your total amount is shown on both tabs and is based on the latest unit price for your chosen investment option(s).

    At this step the amount does not take into account any fees, charges and tax that may not have been processed for that month - to get a 'Quote' that will calculate all outstanding fees and charges, select the 'GET QUOTE' at the bottom of the screen or under 'Your Account' select Benefit Quote.
    • Account details shows you the current total amount, broken up into Employer, Salary Sacrifice and Member as well as your balance history for the past financial years.

    • Preservation details shows you the current total amount also, but broken up into Preserved, Restricted Non-Preserved and Unrestricted Non-Preserved.

    • Both are also represented in a graphical format.


  • Under both tabs there is GET QUOTE option
  • This quote will give you a benefit quote if you were to take you super out for any legitimate reason.

Please note: The quote provided is an estimate only and may vary up or down in line with market fluctuations. The quote includes investment returns calculated using current unit prices and the benefit payable will depend on the unit prices applying at the time of payment. The account balance reflects all contributions processed and all fees and charges levied to date. No account has been made for tax that may apply on withdrawal of all or part of this benefit.

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Check my contributions or a lump sum amount coming into my account
 

  1. Under 'Your Account' select 'Transaction History'
  2. This will display in a table format all transactions that have occurred on your account. That date received, type, total($)
  3. We do limit for page load times, a small amount of transactions - if you want to see all transactions on the one page so you can scroll down, select SINGLE PAGE VIEW above the table
Search your transactions

  1. There is 2 drop down fields above the list of transactions allowing you to search and list specific types of transactions and within a set date range if you wish.
  2. You can search the transactions to list only Contributions for example, or just Administration Fees
  3. You can specify between 2 dates also 

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Make an online investment switch

  1. Under 'Investments' tab select 'Investment Enquiry'
  2. This will display in a table format your:
    • current chosen Investment option(s) and percentage
    • current unit price of that investment option(s) and;
    • value.
  3. There will be totals at the bottom of the table
  4. Select CHANGE INVESTMENTS at the bottom of the table
  5. You must accept the terms and conditions displayed to you to proceed -
    • make sure to read these, as it advises when your investment switch will be actioned and if an incomplete application received it will not be accepted by the Trustee
  6. You will then be taken to the CHANGE INVESTMENTS screen to enter in the percentage changes to either your existing balance, future contributions or to both:
    • These must total 100%
    • Make sure you put in your new percentage amounts in the 'custom' fields not the default option
    • All % need to be whole numbers
  7. Slect CONTINUE when you have entered your new investment choice and break up
  8. You will be taken to the REVIEW CHANGE screen to allow you to review your changes and to select CONFIRM if changes are correct.
You will receive a confirmation email, and a confirmation page to print if you wish.

Your switch will be pending until the next processing day (generally the next Tuesday after your change)

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Change my details

  1. You can provide and update certain personal details via MemberAccess
  2. Under the 'Member tab' select 'Personal Details'
  3. There is an EDIT option at the bottom of the screen that allows you to update:
    • Postal Address
    • Telephone, mobile phone
    • Email
    • Tax File Number (if we do not have it recorded you can provide it although, if we do have this recorded you cannot edit it online)

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Link my Pension and Super account to be able to log on once and have access to both accounts

Unfortunately at this stage you cannot do this yourself online, please contact the Pension Service team to advise both of your membership numbers with super and pension and that you'd like them linked online and they'll do this for you.

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Locate my BPAY details to make a payment into my super

  1. Under 'Member' select 'Payment Methods'
  2. Listed will be all the information you need to make a payment into your super account
  3. Your BPAY reference code is unique to yourself - it is a combination of your member number and other numbers, and stays the same at all times

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I can't register online, I get an error when I enter in my details?

The details you enter to register online must be exactly the same as the records we have for your account. So if we have an error in the details we hold, or we have only part of your name (e.g. J Smith where you use John Smith), or any other difference, you won't be able to register online.

 If you can locate past communication on a previous member statement or welcome letter from us, that may have the details you are looking for.

 Otherwise please contact us on 1300 550 273 or info@csf.com.au and we can provide you the details or register you




In the transactions I cannot find a specific contribution listed or a lump sum transfer in amount?

If a specific transaction is not listed, there could be a number of reasons why.

  • We may not have received the money.
  • We may have recently received it and it has not been processed and applied to your account - this is usually done within 5 business days of receiving money if all correct documentation accompanies it.

To find out more you'll have to speak to us, please contact us on 1300 550 273 or info@csf.com.au.




I completed an online investment switch but my investment hasn't switched or its not showing in pending switches?

If you did not receive a confirmation email and/or a confirmation message after doing your online investment switch, then this did not go through

If you wish to follow it up further please contact us on 1300 550 273 or info@csf.com.au.




Help, I have forgotten my password

If you have set up your 'Security Questions'
Click on the link on the home page of MemberAccess under 'Forgotten your Password?' to reset it.

If you have not setup your 'Security Questions'
You must call us on 1300 550 273 and we'll reset your password for you.

Once you gain access, go to your 'Online Member Profile' under the Member tab and answer a minimum of 4 security questions.

Once saved if you forget your password in the future, you simple answer these questions correctly and you can reset it online yourself - no need to call.




How do I put money into my super account? Can I do it in MemberAccess?

If it is a once off/adhoc payment after tax
Currently no you cannot log onto MemberAccess and enter your bank details to transfer that money to us. At this stage MemberAccess You'll have to do this with your bank.

We do however provide you all the details to make a payment to us
Under the Member tab select 'Payment Methods' and the 3 options are shown:

  • BPAY (you need your specific BPAY reference number which is shown online)
  • Cheque
  • Electronic Funds Transfer (initiated with your bank to send to us)
Salary Sacrifice
You need to speak to your employer to arrange for salary sacrificing.

You need to decide on the amount each month and your employer will forward that to us with their obligated SG payments.