Forms and Brochures

Did you know you can update your details and manage certain aspects of your UniSuper account on MemberOnline? Simply log in and you can complete the following:

  • update your personal details
  • update your TFN
  • make an investment switch
  • nominate your non-binding beneficiary/ies
  • apply for insurance

About UniSuper (9)

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  • Australian Financial Services Licence

    This document outlines our licence to carry out financial services.

  • Financial Services Guide

    This brochure explains UniSuper’s financial advice offering in detail, including the services we provide, how much our advice services costs and how our advisers are remunerated.

  • Sustainable Investment Policy

    This document outlines how we pursue sustainable investment principles and practices, including the integration of ESG in our investment processes.

  • Regulations

    This document sets out the regulations for how we operate the Fund.

  • Trust Deed

    The deed sets out the rules for the establishment and operation of the Fund.

  • Sponsorship guidelines and application form

    UniSuper's Sponsorship Guidelines outline how and when we will support organisations and events through paid sponsorship.

  • Trustee compliance letter

    When you roll over money from another fund to UniSuper, your other fund may ask you for a copy of this letter.

  • Privacy policy

    The policy sets out how we collect and manage your personal information.

  • Report to the Workplace Gender Equality Agency 2013

    This document sets out UniSuper's workplace profile as reported to the Workplace Gender Equality Agency for 2013

Accessing your benefit (6)

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  • Withdrawal fact sheet and form

    This fact sheet explains how to make a full or partial lump sum withdrawal from you super. It also includes the relevant Withdrawal form.

  • Flexi pension withdrawal fact sheet and form

    This fact sheet explains how to make full or partial lump sum withdrawals from your Flexi Pension account. It also includes the relevant Flexi Pension withdrawal form.

  • Portability and rollover form

    This fact sheet explains how to make a rollover of all or part of your UniSuper account to another complying super funds. It also includes the relevant Portability and rollover form.

  • Early release of super benefits fact sheet

    This fact sheet covers the circumstances in which you may be able to access your super benefits before you retire.

  • Severe financial hardship fact sheet and form

    This fact sheet covers the circumstances in which you may be able to have your super benefits released on the grounds of severe financial hardship. It also includes the relevant Severe financial hardship form.

  • Departing Australia superannuation payment (DASP) fact sheet

    This fact sheet explains the process to apply for your super benefits under the departing Australia superannuation payment (DASP) provisions and some of the consequences of not claiming your benefits when you permanently leave Australia.

Choosing your fund (3)

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  • Choice of fund kit

    This kit contains everything you need to nominate UniSuper as your fund of choice, including the Choice of Fund form.

  • Choice of fund for Accumulation 2 members fact sheet and form

    This kit contains everything you need to nominate UniSuper as your fund of choice if you’re an Accumulation 2 member, including the Choice of Fund waiver form.

  • Trustee compliance letter

    When you roll over money from another fund to UniSuper, your other fund may ask you for a copy of this letter.

Contributing to super (14)

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  • Combine my super (rollover) form

    Complete this form to arrange the rollover of your super from a previous fund to your UniSuper account.

  • Change of details form - super members

    Complete this form if you want to update your personal details or make or change your preferred beneficiary nomination.

  • Contribution splitting fact sheet and form

    This fact sheet explains the rules and benefits of super contribution splitting with your spouse and includes the relevant Contribution splitting form.

  • Lump sum voluntary member contribution by cheque form

    Complete this form if you want to make a voluntary lump sum member contribution.

  • Spouse account contribution form

    Complete this form to make a lump sum contribution to your spouse's Accumulation super account.

  • Notice of intent to claim a tax deduction for personal super contributions

    Complete this notice if you intend to claim a tax deduction for personal contributions made to UniSuper or want to vary a previous notice you sent to UniSuper.

  • 2013/2014 Work test declaration - contribution eligibility form

    Complete this form to confirm you’ve met the government work test and are able to make certain super contributions.

  • Contribution flexibility fact sheet and application form - 14% contributions

    Complete this form to reduce the level of your standard member contributions under our contribution flexibility arrangements.

  • Contribution flexibility fact sheet and application form - 17% contributions

    Complete this form to reduce the level of your standard member contributions under our contribution flexibility arrangements.

  • The concessional contributions cap and NTC rates for DBD members receiving 14% employer contributions

    This fact sheet explains how the concessional contributions cap could affect your super and how notional taxed contributions apply to DBD members.

  • The concessional contributions cap and NTC rates for DBD members receiving 17% employer contributions

    This fact sheet explains how the concessional contributions cap could affect your super and how notional taxed contributions apply to DBD members.

  • The concessional contributions cap and NTC rates for former WEHI members

    This fact sheet explains how the concessional contributions cap could affect your super and how notional taxed contributions apply to DBD members.

  • Options for grandfathered DBD members at risk of exceeding the concessional contributions cap

    This fact sheet is for DBD members who joined prior to 12 May 2009 and have not lost grandfathering arrangements. It explains the options available to those at risk of exceeding their concessional contributions cap.

  • Options for non-grandfathered DBD members at risk of exceeding the concessional contributions cap

    This fact sheet is for DBD members who joined after 12 May 2009. It explains the options available to those at risk of exceeding their concessional contributions cap.

Defined Benefit Division and Accumulation 2 members (8)

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  • Choosing a style of super that suits you

    You may need to make an important decision about your super within the first 24 months of becoming a UniSuper member. Use this fact sheet to help you decide which style of super is right for you.

  • Contribution flexibility fact sheet and application form - 14% contributions

    Complete this form to reduce the level of your standard member contributions under our contribution flexibility arrangements.

  • Contribution flexibility fact sheet and application form - 17% contributions

    Complete this form to reduce the level of your standard member contributions under our contribution flexibility arrangements.

  • The concessional contributions cap and NTC rates for DBD members receiving 14% employer contributions

    This fact sheet explains how the concessional contributions cap could affect your super and how notional taxed contributions apply to DBD members.

  • The concessional contributions cap and NTC rates for DBD members receiving 17% employer contributions

    This fact sheet explains how the concessional contributions cap could affect your super and how notional taxed contributions apply to DBD members.

  • The concessional contributions cap and NTC rates for former WEHI members

    This fact sheet explains how the concessional contributions cap could affect your super and how notional taxed contributions apply to DBD members.

  • Options for grandfathered DBD members at risk of exceeding the concessional contributions cap

    This fact sheet is for DBD members who joined prior to 12 May 2009 and have not lost grandfathering arrangements. It explains the options available to those at risk of exceeding their concessional contributions cap.

  • Options for non-grandfathered DBD members at risk of exceeding the concessional contributions cap

    This fact sheet is for DBD members who joined after 12 May 2009. It explains the options available to those at risk of exceeding their concessional contributions cap.

Family Law (2)

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  • Super and family law

    This fact sheet explains how super is generally treated under family law, particularly when it comes to super splitting.

  • Guide to Family Law and super

    Use this guide to assist with superannuation and Family Law matters, including Court Orders and Superannuation Agreements.

Insurance (6)

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  • Cancelling or decreasing your insurance cover

    Use this form to cancel (opt out of) or decrease your optional Death and Disablement insurance cover and/or optional Income Protection insurance cover.

  • How to claim a terminal medical condition benefit

    This fact sheet explains how to claim a terminal medical condition benefit if you have a terminal illness or injury.

  • How to claim a temporary incapacity benefit

    This fact sheet provides information about the temporary incapacity benefit available to DBD and Accumulation 2 members and explains how to make a claim for a temporary incapacity benefit claim.

  • Fixed insurance cover fact sheet and form

    This fact sheet provides information about converting your option of Death and Disablement or Death-only insurance cover to fixed cover. It also includes the relevant Fixed insurance cover application form.

  • Life Events insurance cover fact sheet and form

    This fact sheet provides information about UniSuper's Life Events insurance option, including who is eligible, how it works and how to apply. It also includes the relevant Life events insurance cover application form.

  • Transfer of insurance cover form

    Use this form for transferring insurance from a previous employer-sponsored super fund to optional insurance cover with UniSuper.

Investments (5)

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  • Investment choice form - pension members

    Use this form to choose or switch an investment option for your pension account or choose how your pension payments are drawn from your investment options.

  • Investment choice form - Accum 1, Accum 2, DBD Accumulation component and Spouse account members

    Use this form to update how your future contributions will be invested, choose or update how rollovers received to your account will be invested or switch an investment option for your existing account balance.

  • Global Environmental Opportunities investment option fact sheet

    This fact sheet provides an overview of the Global Environmental Opportunities investment option including key facts and its objective and strategy.

  • Australian Equity Income investment option fact sheet

    This fact sheet provides an overview of the Australian Equity Income investment option including key facts and its objective and strategy.

  • Global Companies in Asia investment option fact sheet

    This fact sheet provides an overview of the Global Companies in Asia investment option including key facts and its objective and strategy.

Leaving your employer (1)

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  • Your super when you leave your job

    This brochure highlights the benefits of remaining a UniSuper member even if you’re leaving the higher education sector, how you can remain a member and the relevant forms you may need to complete.

Managing your super (6)

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  • Change of details form - super members

    Complete this form if you want to update your personal details or make or change your preferred beneficiary nomination.

  • Tax file number collection form

    Use this form to notify us of your tax file number.

  • Your guide to proof of identity fact sheet

    This fact sheet gives you information about providing certified copies of your proof of identity to prove you are the person to whom your super belongs.

  • Combine my super (rollover) form

    Complete this form to arrange the rollover of your super from a previous fund to your UniSuper account.

  • Third party authority form

    Complete this authority form to authorise a person and/or nominated party to access details regarding a member's UniSuper account/s.

  • The ins and outs of self-managed super

    Everyone likes to be in control of their own destiny—particularly when it comes to finances. Running your own super fund and therefore taking complete control over your super investment can sound like a good idea, but are you aware that it also comes with a big range of responsibilities and legal obligations?

Nominating beneficiaries (1)

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  • Binding death benefit nomination form

    Complete this form to make, update or cancel a Binding Death Benefit nomination for your benefit.

Pensions and payments (5)

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  • Change of details form - pension members

    Complete this form if you want update your personal details or financial account details. If you’re a Flexi Pension or Term Allocated Pension member, use this form to change the amount of your pension payments, change the frequency of your pension payments, change your pension drawdown method or make or change your preferred beneficiary nomination.

  • Reversionary beneficiary fact sheet and form

    This fact sheet explains the rules that apply to reversionary beneficiary nominations for Flexi Pension members. It also includes the relevant Adding or removing a reversionary beneficiary form.

  • How to calculate your annual term allocated pension income fact sheet

    This fact sheet explains how to calculate your annual income from your Term Allocated Pension for the 2012/13 financial year.

  • Transferring your pension benefit from a UK scheme to UniSuper

    This fact sheet highlights information to consider if you are thinking about transferring your UK pension to Australia. It also contains the relevant form for you to complete.

  • Transition to retirement attestation form

    Use this form to use all or part of your defined benefit component to start a Flexi Pension under the government's transition to retirement rules.

Planning for retirement (2)

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  • Transition to retirement

    This fact sheet explains how to open a Flexi Pension account and the eligibility requirements under the transition to retirement rules.

  • Your guide to a better retirement

    This booklet guides you through planning your retirement and your life after work and helps to answer your retirement questions.

Mail Order Details

These fields are mandatory for the purposes of collecting your relevant details to enable a prompt reply. Any information you provide is treated in strict confidence and in accordance with UniSuper’s Privacy Policy. If you wish to contact UniSuper please call us on 1800 331 685.

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