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.
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Online forms
Join TWUSUPER - Employer
Join TWUSUPER and register for Employer Access, our SuperStream-compliant system for employers.
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Product disclosure
Product Disclosure Statement - Super
A summary of significant information about TWUSUPER and its divisions
Download File size: 379 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: 624 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: 284 KB
Insurance Guide
A detailed document showing TWUSUPER's insurance arrangements.
Download File size: 330 KB
Investment Guide
Detailed information on super investments and TWUSUPER's investment strategy and process
Download File size: 318 KB
Retirement
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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: 82 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
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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: 97 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.
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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: 53 KB
Voluntary contributions
To make a lump sum contribution to super or set up a regular payment.
Download File size: 67 KB -
Insurance
Application for insurance cover
Apply for insurance cover or increase existing insurance cover.
Download File size: 385 KB
Additional unit of basic cover
To apply for a third unit of basic death and TPD cover.
Download File size: 53 KBBinding 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: 97 KB
Change insurance group
To let TWUSUPER know you've changed employment type for insurance purposes.
Download File size: 60 KB
Claiming a death benefit fact sheet
Information about making a claim as a beneficiary.
Download File size: 130 KB
Claiming a TPD benefit fact sheet
Information about making a total and permanent disablement (TPD) claim.
Download File size: 133 KB
Lifetime events application
Use this form if you qualify to apply to update your insurance cover due to a lifetime event.
Download File size: 55 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: 90 KBInsurance Guide
A detailed document describing TWUSUPER's insurance arrangements.
Download File size: 330 KB -
Investments
Balanced (MySuper) product dashboard
A summary of TWUSUPER's Balanced (MySuper) investment option.
Download File size: 56 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: 94 KBInvestment guide
Detailed information on super investments and TWUSUPER's investment strategy and process.
Download File size: 318 KB -
Join TWUSUPER
Membership application form - TransPersonal
For sole traders who wish to contribute to their super.
Download File size: 84 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. You'll need your TFN to complete the form.
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
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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
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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 -
Directors and Executive Officers
Director qualifications and experience
TWUSUPER director qualifications and experience.
Download File size: 132 KB
Executive officers' qualifications and experience
TWUSUPER executive officers' qualifications and experience.
Download File size: 101 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: 23 KB
