Forms & documents

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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.

Choice of Fund - Online form

Choice of Fund - Paper form

Update your details

  • You can update most details by logging into Member Online
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    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). 
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    Change name and date of birth

    To change your name or update your date of birth, you will need to submit a form with your proof of ID (see form for more information about this).

    Download
    File size: 529 KB
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    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: 248 KB
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    Change your pension payments - 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: 356 KB

Contributions

  • Voluntary contributions and tax deduction notification
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    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: 281 KB
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    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
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    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: 125 KB
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    Contributions splitting

     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: 221 KB

Nominate or change beneficiaries

  • Binding and non-binding nominations
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    Choosing a beneficiary

    You can nominate who you like to receive your death benefit, but there are rules around who a trustee can pay. All TWUSUPER members can make a binding or non-binding nomination, and some pension members can have a reversionary nomination.

    Download
    File size: 205 KB
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    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: 284 KB
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    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.

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    Reversionary beneficiary (TransPension members only)

    TransPension members can use this form to make, change or cancel a reversionary beneficiary nomination

    Download
    File size: 233 KB

Insurance

  • Update your insurance - Online
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    Find out what you can update through Member Online

    By logging into Member Online you can make the following changes to your insurance: 

    • Apply for additional Death Cover or Death and TPD cover (including a transfer from another fund) or Lifetime Event cover
    • Notify us of a Terminal Illness, TPD or Income Protection claim (if your injury occurred after 26 May 2017)
    • Apply for Income Protection Cover
    • Apply for additional units of insurance, or for Income Protection, as a new insured member

    If you need help, please call 1800 222 071 between 8am and 8pm (AEST/AEDT) weekdays.

  • Update your insurance
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    Opt-in to basic cover

    If you’re not yet eligible for basic cover to be automatically switched on, you can opt-in to basic cover if you need it.

    Download
    File size: 233 KB
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    Apply for voluntary cover

    Apply for (or top up) your death and/or death and TPD insurance cover (known as voluntary cover) and apply for income protection insurance cover.

    Download
    File size: 430 KB
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    Reduce or cancel cover

    Reduce or cancel existing cover (including changes to income protection cover).

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

    Download
    File size: 95 KB
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    Change insurance group

    Complete this form if your type of employment has changed, or you did not nominate a group when you joined the Fund and wish to do so now.

    Note: Changing insurance groups can sometimes mean that insurance cover will be automatically switched off. Instead of using this form, you can let us know you've changed employment type through Member Online.

    Download
    File size: 261 KB
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    New member offer

    Newly insured members can apply for an extra unit of basic death and TPD cover within 60 days of the date of their Insurance Welcome Letter, without the need for medical and lifestyle 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: 151 KB
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    Transfer of cover application

    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: 862 KB
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    Lifetime events cover application

    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 providing medical and lifestyle evidence. You can also apply for lifetime event insurance cover through Member Online

    Download
    File size: 239 KB
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    Fixed cover

    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: 100 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

  • Proof of identity
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    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: 188 KB
  • Transition to Retirement (TTR) strategy
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    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: 593 KB
  • Choosing a beneficiary
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    Choosing a beneficiary

    You can nominate anyone you like to receive your death benefit, but there are rules around who a trustee can pay. All TWUSUPER members can make a binding or non-binding nomination, and some pension members can have a reversionary nomination

    Download
    File size: 205 KB
  • Insurance in super
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    Insurance in super

    A fact sheet on automatic insurance cover for TWUSUPER members.

    Download
    File size: 261 KB
  • Claiming a death benefit
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    Claiming a death benefit

    Information about making a claim as a beneficiary.

    Download
    File size: 155 KB
  • Claiming a TPD benefit
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    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: 136 KB
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    Claiming a TPD Benefit- Date of injury or ceased work: Between 27 Oct 2018 and 31 January 2023

    Information about making a Total and Permanent Disablement (TPD) claim when date of injury or ceased work is between 27 Oct 2018 and 31 January 2023

    Download
    File size: 169 KB
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    Claiming a TPD Benefit- Date of injury or ceased work: From 1 Feb 2023

    Information about making a Total and Permanent Disablement (TPD) claim when date of injury or ceased work was from 1 February 2023

    Download
    File size: 169 KB
  • Claiming an Income Protection (IP) benefit
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    Claiming an Income Protection (IP) benefit

    This fact sheet provides some important information on claiming an Income Protection (IP) benefit with TWUSUPER.

    Download
    File size: 136 KB

Product disclosure

  • Product disclosure
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    Product Disclosure Statement - Super

    A summary of significant information about TWUSUPER

    Read about the mix of asset classes for the Balanced (MySuper) option here.

    Download
    File size: 587 KB
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    Product Disclosure Statement - TransPension

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

    Read information about asset class mixes and Investment performance for financial year 2023 here.

    Download
    File size: 1.6 MB
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    How Super Works

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

    Download
    File size: 342 KB
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    Investment Guide

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

    Download
    File size: 809 KB
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    Insurance Guide

    A detailed document showing TWUSUPER's insurance arrangements.

    Download
    File size: 521 KB
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    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: 340 KB
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    Financial Services Guide

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

    Download
    File size: 82 KB

Target Market Determination (TMD)

  • Target Market Determination (TMD)
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    Target Market Determination - Accumulation Division

    The Target Market Determination (TMD) for our Accumulation Division explains who this product has been designed for, taking into consideration the types of members and their needs, objectives, and financial situation including any features which may make the product unsuitable for some.

    Download
    File size: 182 KB
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    Target Market Determination - TransPension Division

    The Target Market Determination (TMD) for our TransPension division explains who this product has been designed for, taking into consideration the types of members and their needs, objectives, and financial situation including any features which may make the product unsuitable for some.

    Download
    File size: 180 KB

Governance and transparency

  • Trustee
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    Trust Deed

    TWUSUPER's Trust Deed is a legal document that sets out the rules 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: 747 KB
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    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: 228 KB
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    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: 875 KB
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    Fund Final Audited Financial Statements

    Financial Statements for the last financial year for TWU Superannuation Fund (established by a Trust Deed dated 4 October 1984), comprise a Statement of Financial Position, Income Statement, Statement of Changes in Member Benefits, Statement of Changes in Reserves, Statement of Cash Flows, Trustee Statement and the Independent Auditor’s Report.

    Download
    File size: 1.2 MB
  • Policies
    climate change position statement image

    Climate Change Position Statement

    We recognise that climate change may represent strategic risks and opportunities for TWUSUPER and its members.

    Download
    File size: 86 KB
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    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: 243 KB
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    Privacy Policy

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

    Download
    File size: 188 KB
    responsible investment policy image

    Responsible Investment Policy

    We believe that companies that manage environmental, social and governance (ESG) issues properly will be more financially sustainable and perform better over the long term.

    Download
    File size: 520 KB
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    Stewardship Statement

    TWUSUPER is a signatory to the Australian Asset Owner Stewardship Code and supports its six principles.

    Download
    File size: 84 KB
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    Vulnerable Persons Policy - Abridged

    TWUSUPER recognises that some people may have unique needs and require additional assistance when contacting or transacting with TWUSUPER. 

    Download
    File size: 482 KB
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    Whistleblower Policy

    TWUSUPER's Whistleblower Policy.

    Download
    File size: 387 KB
  • Directors and Executive Officers
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    Director qualifications and experience

    TWUSUPER director qualifications and experience.

    Download
    File size: 187 KB
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    Directors Code of Conduct

    Current as at 7 June 2022.

    Download
    File size: 115 KB
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    Employee Code of Conduct

    Current as at 10 May 2022.

    Download
    File size: 140 KB
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    Director remuneration

    TWUSUPER director remuneration.

    Download
    File size: 189 KB
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    Executive officers' qualifications and experience

    TWUSUPER executive officers' qualifications and experience.

    Download
    File size: 158 KB
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    Executive remuneration

    TWUSUPER executive officers' remuneration.

    Download
    File size: 153 KB
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    Relevant duties register

    Relevant duties of TWUSUPER directors and executive officers.

    Download
    File size: 104 KB
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    Relevant interests register

    Relevant interests of TWUSUPER directors and executive officers.

    Download
    File size: 104 KB
  • Balanced (MySuper) Dashboard
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    Balanced (MySuper) Product Dashboard

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

    Download
    File size: 48 KB

Annual Reports