Defined Benefit Division and Accumulation 2 – how do they work?

Date: December 2011

You may need to make an important decision about your super within the first 12 months of membership. Use this fact sheet to help you decide which style of super is right for you.

Binding death benefit nomination fact sheet and form

Date: December 2011

Complete this form to make, update or cancel a binding death benefit nomination for your benefit.

Change of details form - super members

Date: November 2010

If you are a UniSuper member, use this form to:

• update your personal details, or
• make or change your preferred beneficiary nomination.

Change of details form - pension members

Date: December 2011

If you are a UniSuper pension member, use this form to:

• update your personals details, or
• financial account details.

If you are 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, or
• make or change your preferred beneficiary nomination.

Your guide to proof of identity fact sheet

Date: November 2011

Use this fact sheet to help you provide certified copies of your proof of identity to proove you are the person to whom your super belongs.

People authorised to certify proof of identity documents fact sheet

Date: November 2011

Use this fact sheet to help with the Your guide to proof of identity fact sheet.

Understanding how the concessional contribution cap applies to Accumulation 2 members

Date: 1 July 2011

This fact sheet provides information on the concessional contribution caps for Accumulation 2 members.

Contribution flexibility fact sheet and application form - 14% contributions

Date: July 2011

This fact sheet and form is for Defined Benefit and Accumulation 2 members receiving 14% employer contributions wishing to reduce their member contribution level.

Contribution flexibility fact sheet and application form - 17% contributions

Date: July 2011

This fact sheet and form is for Defined Benefit and Accumulation 2 members receiving 17% employer contributions wishing to reduce their member contribution level.

How your super is taxed

Date: 1 July 2011

Describes the taxation which you may pay on your superannuation

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

Date:November 2011

NTC rates are used by Defined Benefit Division members when working out the value of contributions that count towards their concessional contribution cap. NTC rates are used instead of contributions and can be of considerable benefit to the member.

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

Date:November 2011

NTC rates are used by Defined Benefit Division members when working out the value of contributions that count towards their concessional contribution cap. NTC rates are used instead of contributions and can be of considerable benefit to the member.

The concessional contributions cap and NTC rates for former WEHI Members

Date: November 2011

NTC rates are used by Defined Benefit Division members when working out the value of contributions that count towards their concessional contribution cap. NTC rates are used instead of contributions and can be of considerable benefit to the member.

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

Date: November 2011

Options for UniSuper members who joined the Defined Benefit Division (DBD) after 12 May 2009, or have otherwise lost grandfathering. This fact sheet is intended to be read in conjunction with the The concessional contributions cap and NTC rates fact sheet relevant to your membership.

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

Date: November 2011

Options for members who have been in UniSuper’s Defined Benefit Division (DBD) since 12 May 2009 and have not lost grandfathering. This fact sheet is intended to be read in conjunction with the The concessional contributions cap and NTC rates fact sheet relevant to your membership.

Reversionary beneficiary fact sheet and form

Date: December 2011

This fact sheet explains the rules that apply to reversionary beneficiary nominations for UniSuper Flexi Pension members. Complete the form attached to add or remove a reversionary beneficiary to/from your Flexi Pension account.

Statutory declaration for interdependency relationship

Date: April 2011

This statutory declaration is required to set out the nature of an  interdependency relationship.

Super and family law

Date: 1 July 2011

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

Super for your spouse

Date: 21 April 2011

This product disclosure statement is a guide to UniSuper's Spouse Account, an easy and convenient way to help your spouse save.

Tax file number collection form

Date: May 2011

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

Super for Accumulation 1 members

Date: 21 April 2011

This product disclosure statement provides comprehensive details of superannuation benefits offered to Accumulation 1 super members.

Note: The application form is available via mail order only. It does not appear in download versions.

Super for Defined Benefit Division and Accumulation 2 members

Date: 28 November 2011

This product disclosure statement provides an explanation of the features for members who have a choice between UniSuper's Defined Benefit Division or Accumulation 2.

Note: Application forms are available via mail order only. They do not appear in download versions.

Your benefits if you rolled money from another fund into the Defined Benefit Division

Date: 24 January 2008

This fact sheet provides information about how your benefits are calculated if you rolled money from another fund into the Defined Benefit Division before 1 July 1998.