Skip to Main Content

Forms & documents

On this page we list every online and PDF form available for members, as well as documentation relating to the Fund. Most of the PDF forms are interactive - meaning you can type into them from your computer before printing out and signing them.

If you need help updating your details or have questions about TWUSUPER, please call 1800 222 071 between 8am and 8pm (AEST/AEDT) weekdays.

Join TWUSUPER

  • How to apply

    Application for membership - Super

    Use this form if your employer is responsible for paying your super.

    Download File size: 615 KB

    Application for membership - TransPension

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

    To find out more about starting a Retirement Super Pension or a Pre-Retirement Super Pension, see our Retirement section or call 1800 222 071.

    Download File size: 14 MB

    Self-employed? Join online

    If you're responsible for paying your own super, you can join online using this form. See our Self-employed page to find out more.

Choice of Fund - Online and paper forms

  • It's easy to stay with TWUSUPER

    Online Choice of Fund form

    Letting your employer know you want to stay with TWUSUPER is easy with this online form which you can email to your employer once completed online.

    Choice of Super Fund (paper form)

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

    Download File size: 182 KB

Update your details

  • You can update most details by logging into Member Online

    Login to Member Online to update these details

    You can update the following by logging into Member Online:

    • Your address and other contact details
    • Your investment options
    • Your non-binding beneficiaries
    • Certain insurance options (see insurance section below for all insurance forms). 

    Change name and date of birth - Interactive PDF

    To change your name or update your date of birth you will need to submit a form as the Fund needs to verify your identity. You can fill out most of the form online before printing it out and sending it to TWUSUPER with your proof of ID (see form for more information about this).

    Download File size: 244 KB

    Update bank details for your Retirement Super Pension - Interactive PDF

    If you have a Retirement Super Pension account, you can use this form to update your bank account details. You can fill the form in online before printing it out and returning it to TWUSUPER with proof of ID (see form for more information).

    Download File size: 249 KB

    Pension variation - Interactive PDF

    Use this form to change your pension payments details. You can fill out most of the form online, before printing it out and sending it to TWUSUPER with your proof of ID (see form for more information about this).

    Download File size: 245 KB

Contributions

  • Voluntary contributions and tax deduction notification

    Voluntary contributions - personal or spouse - Interactive PDF

    Use this form to make contributions on your or your spouse's behalf. See Contributions and tax benefits to find out more about making different kinds of contributions to your super or your spouse's super.

    Download File size: 616 KB

    Pre-filled Tax deduction notification ATO form

    Use this form to notify TWUSUPER of your intent to claim a tax deduction. We have pre-filled the Fund details for you so you just need to supply your own details.

    Download File size: 206 KB

    Payroll deduction authority - Voluntary contributions - Interactive PDF

    Use this form to give authority to your employer to make voluntary payments to your super. Voluntary contributions are subject to government contribution caps. See Contributions and tax benefits to find out more.

    Download File size: 589 KB

    Contributions splitting - Interactive PDF

    Use this form to share your super with your spouse by transferring contributions you have made to your super to their account. See Contributions and tax benefits to find out more.

    Download File size: 623 KB

Nominate or change beneficiaries

  • Binding and non-binding nominations

    Update binding nominations - Interactive PDF

    Binding nominations can be made for super and pension accounts and can only be made via a paper form. You will need two witnesses and your nomination will remain effective for up to three years.

    Download File size: 625 KB

    Nominate or change non-binding beneficiaries

    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.

Insurance

  • Update your insurance - Interactive PDF and paper form

    Insurance application - Interactive PDF

    Use this form to apply for insurance cover or increase existing insurance cover.

    Download File size: 804 KB

    Change insurance cover - Interactive PDF

    Use this form to cancel, or reduce, existing cover.

    Note: You can also cancel or reduce existing cover through Member Online.

    Download File size: 576 KB

    Change insurance group - Interactive PDF

    Use this form to let us know you've changed employment type for insurance purposes. Your occupation can make a difference to your level of insurance and the fees you pay.

    Note: Instead of using this form, you can let us know you've changed employment type through Member Online.

    Download File size: 595 KB

    New member offer - Interactive PDF

    All new members who are eligible for basic cover can apply for an extra unit of basic death and TPD cover within 120 days of the date of their Insurance Welcome letter, without the need for medical evidence.

    And Group 2 and 3 members can – within 120 days of the date of their Insurance Welcome letter – apply for income protection cover with a 'short-form' application process.

    Note: You can also apply for this extra cover through Member Online.

    Download File size: 606 KB

    Transfer of cover application - Paper form

    If you have insurance with another super fund or another insurance provider, you can use this form to transfer that cover to TWUSUPER.

    Note: Instead of using this form, you can apply to transfer your cover through Member Online.

    Download File size: 449 KB

    Lifetime events cover application - Interactive PDF

    If you've had a recent life event, such as getting married or having a child, you may be eligible to increase your insurance cover without a medical assessment. You can also apply for lifetime event insurance cover through Member Online. 

    Download File size: 577 KB

    Fixed cover - Interactive PDF

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

    You can use this form to switch from basic unitised cover to basic fixed cover or vice versa. See the Insurance Guide for full details or call us on 1800 222 071 to find out more.

    Download File size: 581 KB

Want to make a withdrawal?

Because the law specifies when and how super can be accessed, we have different processes in place for accessing super depending on your circumstances. Please call us on 1800 222 071 and we will let you know what the next steps are and send you the right paperwork.

Fact sheets

  • Claiming a death benefit

    Claiming a death benefit

    Information about making a claim as a beneficiary.

    Download File size: 99 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: 106 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: 104 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
  • Transition to Retirement (TTR) strategy

    Transition to Retirement (TTR) strategy

    Find out how a TTR strategy could help you if you choose to open a Pre-retirement Super Pension. This short booklet includes an overview of how this strategy works and includes worked examples and a case study.

    Download File size: 2.8 MB

Product disclosure

  • Product disclosure

    Product Disclosure Statement - Super

    A summary of significant information about TWUSUPER and its divisions

    Download File size: 1.1 MB

    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: 14 MB

    How Super Works

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

    Download File size: 750 KB

    Investment Guide

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

    Download File size: 721 KB

    Insurance Guide

    A detailed document showing TWUSUPER's insurance arrangements.

    Download File size: 723 KB

    Fees and Costs Guide

    An overview of fees and costs associated with our super products. For fees and costs related to retirement costs, see Product Disclosure Statement and Application Form - TransPension above.

    Download File size: 253 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

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: 159 KB

    Director Code of Conduct

    Current as at 21 June 2018.

    Download File size: 116 KB

    Employee Code of Conduct

    Current as at 26 March 2019.

    Download File size: 131 KB

    Director remuneration

    TWUSUPER director remuneration.

    Download File size: 212 KB

    Executive officers' qualifications and experience

    TWUSUPER executive officers' qualifications and experience.

    Download File size: 132 KB

    Executive remuneration

    TWUSUPER executive officers' remuneration.

    Download File size: 174 KB

    Relevant duties register

    Relevant duties of TWUSUPER directors and executive officers.

    Download File size: 88 KB

    Relevant interests register

    Relevant interests of TWUSUPER directors and executive officers.

    Download File size: 90 KB
Back to Toll Group page