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		Forms and Publications

Forms and Publications

If you are looking for a particular article or newsletter visit the News section of this website.

Forms

Description

Application to Change Investment Mix

(PDF Size 183kb)

To tell us where your money should be invested within the member investment choices of the Fund. For more information on the Investment Options....

Tax File Number (TFN) Notification Form

(PDF Size 102kb)

Advising us of your Tax File Number (TFN).

For information on why we need your TFN...

Application to transfer super

(PDF Size 133kb)

To transfer funds into Catholic Super.

Try it online with Consolidate Now...

Application to vary insurance cover

(PDF Size 212kb)

To vary Death Only or Death and Total and Permanent Disablement (TPD) cover or Income Protection insurance.

It is important you read the Insurance Guide (see below) before completing this Form.

For information on Insurance...

Benefit Payment Form

(PDF Size 207kb)

For those who are eligible to access their superannuation benefit.

Change of Membership Details Form

(PDF 126kb)

A member should use this form to notify the fund of changes, such as name, address, telephone and email.

Making Personal Contributions to your Super

(PDF Size 126kb)

To make a personal after-tax contribution to your super through Payroll deduction, direct debit or as a one off payment.

For more information...

Direct Debit Request Form

(PDF 122kb)

To make regular personal contributions to your super by direct debit.

For information...

Spouse Contribution Advice Form

(PDF Size 122kb)

To make a spouse contribution.

For information on Spouse contributions...

Contribution Splitting Application

(PDF Size 143kb)

To split your contributions.

For information on splitting contributions...

Binding Death Benefit Nomination Form

(PDF Size 117kb)

You can make a binding beneficiary nomination, subject to certain conditions, to determine who receives your benefit when you die.

Pension Forms	Description
Application for a lump sum withdrawal (PDF Size 192kb)	For pension members who wish to withdraw a lump sum payment.
Change of Investment Mix (PDF Size 180kb)	For pension members who wish to change their investment choices.
Change of Member Details Form (PDF Size 138kb)	For pension members to advise changes of address, email address, bank account or payment details.
Notification of Death (PDF Size 178kb)	To advise us of the death of a pension member.

Publications	Description
Annual Report (PDF Size 1.71MB)	The 2007 Annual Report provides information about your membership of the Fund, investment performance and changes to superannuation rules over the past year.
Product Disclosure Statement - Part 1 (PDF Size 3,098kb)	The Catholic Super July 2007 Product Disclosure Statement (Part 1) gives you an overview of the Fund. It should be read by any member or employer considering joining Catholic Super. It outlines the main features of the Fund and explains how benefits are calculated. It should be read in conjunction with Part 2 below. The Financial Services Guide (FSG) in the Product Disclosure Statement has been replaced from 1 July 2008. The updated FSG can be viewed here.
Product Disclosure Statement - Part 2 (PDF Size 643kb)	The July 2007 Member Investment Guide is Part 2 of the Catholic Super Product Disclosure Statement and should be read in conjunction with Part 1 above. It provides an overview of investments including asset allocation, member investment options and investment performance.
Catholic Super Pension Product Disclosure Statement - Part 1 (PDF Size 1,873kb)	The 1 July 2007 Catholic Super Pension Product Disclosure Statement (Part 1) gives you an overview of both the Allocated and the Pre-retirement Allocated Pension. It outlines the main features of each and explains how your benefits are calculated. It should be read in conjunction with Part 2 below. The Financial Services Guide (FSG) in the Product Disclosure Statement has been replaced from 1 July 2008.The updated FSG can be viewed here.
Catholic Super Pension Product Disclosure Statement - Part 2 (PDF Size 644kb)	The 1 July 2007 Catholic Super Pension Investment Guide is Part 2 of the Catholic Super Pension Product Disclosure Statement and should be read in conjunction with Part 1 above. It provides an overview of investments including asset allocation, member investment options and investment performance.
Catholic Super Pension Supplementary Product Disclosure Statement (PDF Size 52kb)	The Supplementary Product Disclosure Statement of 11 February 2008 provides important information related to the Pre-retirement Allocated Pension and the first year of income. It should be read in conjunction with Part 1 above.

Catholic Super Insurance Guide (PDF Size 834k)	The 2004 Catholic Super Insurance Guide provides you with details of the insurance options available within the Fund. It should be read in conjunction with the Catholic Super Product Disclosure Statement (see above). This PDF version does not display the Fund's Registrable Superannuation Entity Licence Numbers, which are RSE L0000307 and RSE R1000597. The numbers will be included when the Guide is next reprinted.
Administration Procedures Guide for Employers (MS-Word Size 252kb)	The Administration Procedures Guide (November 2007) aims to provide clear and easy-to-understand procedures on various aspects of administration associated with the Fund.
Disputes Resolution Procedure (PDF Size 434kb)	A summary of the Trustee's Dispute Resolution Procedure as at December 2007.