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Forms & documents

Forms

  • Binding nominations

    Binding nominations

    Make a binding death benefit nomination for your TWUSUPER or Super Pension account.

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

    Download File size: 625 KB
  • Contributions

    Tax deduction notification

    Use this form to notify TWUSUPER of your intent to claim a tax deduction.

    Download File size: 206 KB

    Contributions - spouse

    Use this form to make contributions on your spouse's behalf.

    Download File size: 75 KB

    Payroll deduction authority - Voluntary contributions

    Use this form to give authority to your employer to make voluntary payments to your super from your pre-tax pay.

    Download File size: 589 KB
  • Insurance

    Insurance application

    Apply for insurance cover or increase existing insurance cover.

    Download File size: 804 KB

    Change insurance

    To cancel, or reduce, cover.

    Download File size: 576 KB

    Apply to change insurance group

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

    Download File size: 595 KB

    Transfer of cover application

    To transfer insurance from another provider.

    Download File size: 449 KB

    Lifetime event cover application

    Use this form if you qualify to apply to update your insurance cover due to a lifetime event.

    Download File size: 577 KB

    Fixed cover

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

    Download File size: 581 KB
  • Join TWUSUPER

    Application for membership - Super

    Use this form to join TWUSUPER.

    Download File size: 615 KB
  • Stay with TWUSUPER

    Choice of super fund

    Keep the benefits of your TWUSUPER account when you change jobs.

    Choice of super fund (paper)

    Keep the benefits of your TWUSUPER account when you change jobs. Includes a letter of compliance, stating TWUSUPER a complying super fund and eligible to be nominated a default fund.

    Download File size: 182 KB
  • Update details

    Change name and date of birth

    Use this form to update you name and date of birth details.

    Download File size: 612 KB

    Change of bank account - Super Pension

    If you have a Super Pension, you can use this form to update your bank account details.

    Download File size: 613 KB

    Proof of identity

    We may need proof of identity before we can update certain personal details. To provide your proof of identity, photocopy your passport or current Australian driver's licence and have the copy certified.

    Download File size: 123 KB

    Pension variation

    Use this form to change your pension payments details.

    Download File size: 168 KB

Fact sheets

  • Claiming a death benefit

    Claiming a death benefit

    Information about making a claim as a beneficiary.

    Download File size: 100 KB
  • Claiming a TPD benefit

    Claiming a TPD Benefit - Date of injury or ceased work: Before 27 October 2018

    Information about making a Total and Permanent Disablement (TPD) claim.

    Download File size: 104 KB

    Claiming a TPD benefit - Date of injury or ceased work: From 27 October 2018

    Information about making a Total and Permanent Disablement (TPD) claim.

    Download File size: 102 KB
  • Proof of identity

    Proof of identity

    We may need proof of identity before we can update certain personal details. To provide your proof of identity, photocopy your passport or current Australian driver's licence and have the copy certified.

    Download File size: 100 KB

Product disclosure

  • Product disclosure

    Product Disclosure Statement - Super

    A summary of significant information about TWUSUPER and its divisions

    Download File size: 407 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: 1.9 MB

    Fees and Costs Guide

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

    Download File size: 225 KB

    Financial Services Guide

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

    Download File size: 78 KB

    How Super Works

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

    Download File size: 271 KB

    Insurance Guide

    A detailed document showing TWUSUPER's insurance arrangements.

    Download File size: 703 KB

    Investment Guide

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

    Download File size: 233 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: 5.5 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

    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: 3.8 MB
  • Annual reports

    2018 Annual Report

    TWUSUPER's annual report for the financial year ended 30 June 2018.

    Download File size: 1.3 MB

    2017 Annual Report

    TWUSUPER's annual report for the financial year ended 30 June 2017.

    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: 120 KB
  • Directors and Executive Officers

    Director qualifications and experience

    TWUSUPER director qualifications and experience.

    Download File size: 162 KB

    Director remuneration

    TWUSUPER director remuneration.

    Download File size: 206 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: 163 KB

    Relevant duties register

    Relevant duties of TWUSUPER directors and executive officers.

    Download File size: 22 KB

    Relevant interests register

    Relevant interests of TWUSUPER directors and executive officers.

    Download File size: 22 KB
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