Documents and Forms

Contains all the important information needed to make an informed decision about joining Future Super.

Contains important information about who we are and your rights as a client.

Contains important information about Future Super, as well as additional information about superannuation and tax.

Contains important information about the insurance offerings available to Future Super members.

Sets out the rules we follow as a super fund, and what the trustee can and can’t do.

Complete this form to become a member of the Future Super fund. Alternatively, you can contact us for a copy of our paper application form.

Employers will require this certificate to set up contributions into your Future Super fund.

Complete this form if you are already a member of the Future Super fund, and would like to rollover some money from another super fund into your Future Super account.

Employers may require this form to be completed when an employee chooses to join Future Super.

Complete this form if you would like to access death, total permanent disablement, or income protection insurance through your Future Super account. Please contact us for a quote.

Complete this form if you would like to transfer your current insurance coverage from another fund to your Future Super account. Please note that insurance cover transferred from another provider will be subject to premiums set by AIA Australia. Please contact us for a quote.

Complete this form to inform the trustee about who you would like to receive the money in your Future Super account in the case of your death.

Complete this form to inform the trustee about who you would like to receive the money in your Future Super account in the case of your death.

Complete this form if you would like to apply to withdraw all or some of your super money. Please note that as of October 2022 we have changed our requirements to verify your identity for withdrawals and are currently not accepting electronic ID verification until further notice.

Complete this form if you would like to access all or some of your super money as you are unable to work due to a medical condition.

Complete this form to update your personal details with Future Super.

Complete this form to split your superannuation contributions.

Complete this form if you are a dependant of a deceased member of Future Super and would like to make a claim for a death benefit.

Complete this form if you would like a Third Party to have access to your account details.

Use this Fact Sheet to understand the types of documents that we can accept as proof of your identity and what you need to do to ensure that they are certified correctly.

To access some or all of your super due to severe financial hardship, please read this information carefully.

If you wish to apply for an account-based pension with Future Super, please fill out this form.

Contains all the important information needed to make an informed decision about joining the Future Super Pension Plan.

Contains important information about who we are and your rights as a client.

Identifies the target market for the Future Super Pension Plan.

You can make a transfer from another super fund before you commence taking income payments from your Future Super Pension Plan. The best way to do this is by providing your rollover details on the online pension application form. You can also do this by completing the Rollover Form. Once you are receiving an income from your Future Super Pension Plan, you are unable to make additional rollovers to your account.

Contained important information about a change to the structure of the fund.

Complete this form to inform the trustee about who you would like to receive the money in your Future Super account in the case of your death.

Issued 1 June 2017. Contained important information about the closure of the Transition to Retirement Pension for members under 65.

Issued 1 June 2017. Contained important information about the closure of the Transition to Retirement Pension for members over 65.

Complete this form when you would like to make a lump sum withdrawal from your Future Super Pension Plan.

Complete this form to update your personal details with Future Super.

Employers will require this certificate to set up contributions into your Future Super fund.

Employers may require this form to be completed when an employee chooses to join Future Super.

Contains important information about a change to our fees.

Contains important information about a change to our insurance and the duty to take reasonable care.

Contains important information about a change to our fees and benchmark asset allocations.

Contained important information about a change to the structure of the fund.

Identifies the target market for the Future Super accumulation products.

Information on our system for reporting, investigating, and handling wrongdoing.

You can complain to us at any time, and in any way.