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Forms & documents

  • Online forms

    Join TWUSUPER - Member

    You can join TWUSUPER online.

    If you're a sole trader, you will need to fill out a paper form to join TransPersonal.

    Join TWUSUPER - Employer

    Join TWUSUPER and register for Employer Access, our SuperStream-compliant system for employers.

    Update your details online - Member

    Login to Member Access to update your details.

    Combine your super online

    You can combine your super online through Member Access.

  • Product disclosure

    Product Disclosure Statement - Super

    A summary of significant information about TWUSUPER and its divisions

    Download File size: 344 KB

    Product Disclosure Statement and application form - TransPension

    To Join TransPension, download and read the Pension Product Disclosure Statement (PDS) and complete the Membership Application form at the back.

    Download File size: 1.8 MB

    Fees and Costs Guide

    An overview of fees and costs associated with our super and retirement products.

    Download File size: 336 KB

    Financial Services Guide

    To help you decide whether to use the financial services provided by TWU Nominees Pty Ltd.

    Download File size: 82 KB

    How Super Works

    Detailed information on tax on super, and adding to and withdrawing from your super.

    Download File size: 265 KB

    Insurance Guide

    A detailed document showing TWUSUPER's insurance arrangements.

    Download File size: 344 KB

    Investment Guide

    Detailed information on super investments and TWUSUPER's investment strategy and process

    Download File size: 245 KB

Retirement

  • Retirement

    TransPension PDS and Application

    To Join TransPension, download and read the Pension Product Disclosure Statement (PDS) and complete the Membership Application form at the back.

    Download File size: 1.8 MB

    Binding death benefit nomination

    Make a binding death benefit nomination. For more information about choosing a beneficiary, see choose your beneficiaries.

    You can make a non-binding nomination online through Member Access or by calling TWUSUPER on 1800 222 071 between 8am and 8pm (AEST/AEDT) weekdays.

    Download File size: 80 KB

    Change member details - TransPension

    Complete this form if you want to update any of your contact details, as well as your pension payments, payment frequency, beneficiaries and bank details.

    Note: You may be able to make some of your changes online through Member Access, without having to fill in and submit the form. Please call us on 1800 222 071 from 8am to 8pm (AEST/AEDT) weekdays if you need any help with this.

    Download File size: 78 KB

    Change your investment options

    Complete this form to change investment options.

    Note: You can also make this change online through Member Access.

    Download File size: 58 KB

Super

  • Choose your beneficiaries

    Binding nominations

    Make a binding death benefit nomination. For more information about choosing a beneficiary, see choose your beneficiary.

    You can make a non-binding nomination online through Member Access or by calling us on 1800 222 071 between 8am and 8pm (AEST/AEDT) weekdays.

    Download File size: 80 KB
  • Combine super

    Combine online or over the phone

    You can combine your super online by logging into Member Access or by calling us on 1800 222 071 from 8am to 8pm (AEST/AEDT) weekdays. You will need certain details to hand - see combine super to find out more.

  • Contributions

    Contributions splitting

    To transfer contributions made to your super account into your spouse's super account.

    Download File size: 84 KB

    Spouse contribution form

    To make super contributions on behalf of a spouse.

    Download File size: 75 KB

    Employment declaration - over 65s

    To declare that you have worked at least 40 hours during any period of 30 consecutive days in the current financial year.

    Download File size: 66 KB

    Tax deduction notification - self-employed

    If you're self-employed, use this form to claim a tax deduction. You can also provide TFN Super Search consent with the same form.

    Download File size: 185 KB

    Tax File Number notification form

    To supply TWUSUPER with your Tax File Number.

    Download File size: 52 KB

    Voluntary contributions

    To make a lump sum contribution to super or set up a regular payment.

    Download File size: 67 KB
  • Insurance

    Additional unit of basic cover - TWUSUPER and Transuper

    To apply for a third unit of basic death and TPD cover.

    Download File size: 100 KB

    Additional insurance - TWUSUPER and Transuper

    To apply to top up death, TPD or income protection insurance.

    Download File size: 912 KB

    Application for voluntary insurance cover - TransPersonal

    To apply for voluntary death (including terminal illness), death and TPD insurance cover, or income protection cover.

    Download File size: 1.3 MB

    Binding death benefit nomination

    Choose who will receive your death benefit if you should die. This includes your insurance and your super balance.

    Download File size: 80 KB

    Change insurance cover - TWUSUPER and Transuper

    To opt out of, or reduce, cover.

    Download File size: 77 KB

    Change insurance cover - TransPersonal

    To apply to change cover.

    Download File size: 73 KB

    Change insurance group

    To let TWUSUPER know you've changed employment type for insurance purposes.

    Download File size: 107 KB

    Claiming a death benefit fact sheet

    Information about making a claim as a beneficiary.

    Download File size: 94 KB

    Claiming a TPD benefit fact sheet

    Information about making a total and permanent disablement (TPD) claim.

    Download File size: 102 KB

    Request to transfer insurance

    To transfer insurance from your previous super fund into your TWUSUPER, Transuper or TransPersonal account.

    Download File size: 81 KB

    Lifetime event cover

    To apply for lifetime event insurance cover.

    Download File size: 49 KB

    Switch into or out of fixed cover

    Fixed cover means the dollar amount of your basic insurance cover stays the same over time.

    Download File size: 94 KB

    Insurance Guide

    A detailed document describing TWUSUPER's insurance arrangements.

    Download File size: 344 KB
  • Investments

    Balanced (MySuper) product dashboard

    A summary of TWUSUPER's Balanced (MySuper) investment option.

    Download File size: 87 KB

    Choose your investment options

    For TWUSUPER, Transuper and TransPersonal members to choose their investment options.

    Investment options can also be updated online through Member Access.

    Download File size: 55 KB

    Investment guide

    Detailed information on super investments and TWUSUPER's investment strategy and process.

    Download File size: 245 KB
  • Join TWUSUPER

    Join online

    Join TWUSUPER and register for Member Access.

    Membership application form - TransPersonal

    For sole traders who wish to contribute to their super.

    Download File size: 80 KB
  • Stay with TWUSUPER

    Choice of fund - TWUSUPER

    Keep the benefits of your TWUSUPER account when you change jobs. Fill out the form online, print it out and give it to you new employer.

    Choice of fund - Transuper

    A pre-filled ATO form with details for Transuper members to stay with TWUSUPER when they change jobs

    Download File size: 311 KB

    Choice of fund - TransPersonal

    A pre-filled ATO form for TransPersonal members to give to their employers when they start a new job.

    Download File size: 312 KB

    Letter of compliance

    TWUSUPER's fund letter of compliance stating it is a complying super fund and eligible to be nominated a default fund.

    Download File size: 58 KB
  • Update details

    Change member details

    Please note that some updates, such as your address or investment choice, can be made online through Member Access or by calling us on 1800 222 071 from 8am to 8pm (AEST/AEDT).

    Download File size: 80 KB

Governance and transparency

  • Trustee

    Trust Deed

    TWUSUPER's Trust Deed is a legal document that sets out the rules for for the establishment and operation of the Fund.

    Together with the super laws, it forms the rules that govern the Fund and includes the:

    • powers, duties and responsibilities of the Fund's Trustee
    • rights of members
    • scope of the operation of TWUSUPER (what can and cannot be done within the super laws).
    Download File size: 1.7 MB

    Trustee Company Constitution

    TWUSUPER is operated and managed by TWU Nominees Pty Ltd (Trustee Company), a company whose sole purpose is to act as a Trustee to the Fund. The Trustee Company operates within the rules set out in its Constitution.

    The Constitution, which provides for the ownership structure of the Trustee company, also outlines the rules for the nomination, appointment and removal of its Directors.

    Download File size: 146 KB

    Trustee Company Final Audited Financial Statements 2015/16

    Financial Statements for the last financial year for TWU Nominees Pty Ltd (the Trustee company), comprise a Directors' Report, Statement of Financial Position, Statement of Comprehensive Income, Statement of Changes in Equity, Cash Flow Statement, Notes to the Financial Statements, Directors' Declaration and the Independent auditors report.

    Download File size: 2.7 MB
  • Annual reports

    2016 Annual Report

    TWUSUPER's annual report for the financial year ended 30 June 2016.

    Download File size: 1.7 MB

    2015 Annual Report

    TWUSUPER's annual report for the financial year ended 30 June 2015.

    Download File size: 1.5 MB
  • Policies

    Conflicts Management Policy

    The Trustee (including its directors and senior managers) has an obligation to perform its duties in the best interests of the beneficiaries of the Fund. 

    Download File size: 64 KB

    Responsible Investment Policy

    The Responsible investment policy explains the Trustee's approach to active ownership and how it tries to promote effective corporate governance practices in companies it invests in.

    Download File size: 279 KB

    Privacy Policy

    Download the full Privacy policy below or view the summary here.

    Download File size: 163 KB
  • Directors and Executive Officers

    Director qualifications and experience

    TWUSUPER director qualifications and experience.

    Download File size: 105 KB

    Director remuneration

    TWUSUPER director remuneration.

    Download File size: 82 KB

    Executive officers' qualifications and experience

    TWUSUPER executive officers' qualifications and experience.

    Download File size: 101 KB

    Executive remuneration

    TWUSUPER executive officers' remuneration.

    Download File size: 90 KB

    Relevant duties register

    Relevant duties of TWUSUPER directors and executive officers.

    Download File size: 17 KB

    Relevant interests register

    Relevant interests of TWUSUPER directors and executive officers.

    Download File size: 18 KB

 

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