Electronic Package      

You will receive the following documents by email as pdf files:

  1. Superannuation Deed (1 copy)
  2. Consent to act as Trustee
  3. Application for Membership
  4. Product Disclosure Statement
  5. Notice to Members
  6. Members Benefit Account (Employer and Member contributions)
  7. Notice of Agreement of Members to Nomination of Trustee
  8. Notice of Approval (Employer Sponsored Funds only)
  9. Minute(s) establishing Fund
  10. Contributing Employer documents (if applicable)
  11. Statutory Declaration (if applicable).
Slimline File      

You will receive the following documents by courier, enclosed in a Slimline File. The documents will also be sent in pdf format by email:

  1. Superannuation Deed (2 copies)
  2. Consent to act as Trustee
  3. Application for Membership
  4. Product Disclosure Statement
  5. Notice to Members
  6. Members Benefit Account (Employer and Member contributions)
  7. Notice of Agreement of Members to Nomination of Trustee
  8. Notice of Approval (Employer Sponsored Funds only)
  9. Minute(s) establishing Fund
  10. Contributing Employer documents (if applicable)
  11. Statutory Declaration (if applicable).
Full Register      

You will receive the following documents by courier, enclosed in a fully-indexed A4 leather look binder. The documents will also be sent in pdf format by email:

  1. Superannuation Deed (3 copies)
  2. Consent to act as Trustee
  3. Application for Membership
  4. Product Disclosure Statement
  5. Notice to Members
  6. Members Benefit Account (Employer and Member contributions)
  7. Notice of Agreement of Members to Nomination of Trustee
  8. Notice of Approval (Employer Sponsored Funds only)
  9. Minute(s) establishing Fund
  10. Contributing Employer documents (if applicable)
  11. Statutory Declaration (if applicable).
  12. Spare forms for ongoing fund administration.