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Letter of compliance
Letter for your employer or transferring fund confirming that the Fund is complying.
Binding death benefit nomination
How binding death benefit nominations work and how to set up a binding nomination of your account in the Fund.
Identification rules and certification of documents
The law requires us to verify a members identity for certain transactions - here's an outline of the requirements and how to get copies of documents legally certified.
Investing with us
The Fund offers a diverse range of investment structures and managers for members to select from.
Understanding investment risk
All investments carry some form of risk but there are ways to manage it.
Putting Members Interests First (PMIF) & Protecting Your Super (PYS)
Frequently asked questions and answers to the Protecting Your Superannuation and Putting Members Interests First legislation.
Transition to retirement pension
Like the thought of retiring but not ready to stop work yet? Using your super to buy a transition to retirement pension might be the solution.
Tax on Super
How contributions made to super, earnings inside super and benefits paid out of super are taxed.
Spouse contributions
If you make contributions on behalf of your spouse, you may be eligible for a tax offset. Read how spouse contributions work and the potential advantages.
Contribution splitting
The rules & instructions if you want to split your super contributions with your spouse.
Enquiries & complaints procedure (smartMonday PRIME/DIRECT)
Sets out the procedures to be followed when making an enquiry or complaint relating to a smartMonday PRIME or smartMonday DIRECT membership
Enquiries & complaints procedure (smartMonday PRIME TESF)
Sets out the procedures to be followed when making an enquiry or complaint relating to a smartMonday PRIME TESF membership.
Enquiries & complaints procedure (smartMonday PRIME Enterprise)
Sets out the procedures to be followed when making an enquiry or complaint relating to a smartMonday PRIME Enterprise membership
Enquiries & complaints procedure (smartMonday PENSION)
Sets out the procedures to be followed when making an enquiry or complaint relating to a smartMonday PENSION
Policy committee guidelines
An employer guide to policy committee responsibilities and the appointment and removal of committee representatives.
Binding death benefit nomination
How binding death benefit nominations work and how to set up a binding nomination of your account in the Fund.
Renewal of binding death benefit nomination
Use this form to renew a current binding nomination on your account.
Revocation of binding death benefit nomination
Use this form to revoke a current binding nomination on your account.
Change member details
Advise us of a change of name, date of birth, contact details, or employment status.
Change member details and options - smartMonday PENSION
Change member details, request conversion of a transition to retirement pension to a retirement pension, switch investment options, provide payment instructions, or nominate or update beneficiaries.
Switching managed investment options
Change managed investment options for current account balance and future cashflow.
Switching investment options - smartMonday PENSION
Use this form to change investment options for your current account balance.
Notice of intent to claim a tax deduction
Claim a tax deduction on personal (after-tax) contributions or reduce a previous claim for a tax deduction.
Authority to advise
Appoint a personal financial adviser, provide servicing and transactional authority to them, and authorise the payment of adviser service fees.
Benefit Transfer or Payment Request
Use this form to request a transfer/rollover of your benefit to another superannuation fund or a benefit payment to you.
smartMonday PRIME PDS (Product Disclosure Statement)
A summary of the important information about your smartMonday PRIME account, including investments, insurance, and fees.
smartMonday PRIME PDS - Your investment options guide
Information about investing with smartMonday PRIME and details of the investment options available to you.
smartMonday PRIME PDS - Fees and costs guide
Details of the fees and costs that apply to your account.
smartMonday PRIME PDS - Tax, super and privacy guide
A summary of information about taxation, super rules, and how we handle your personal information.
smartMonday PRIME PDS - Employer kit
Contains the application form for employers to participate in the fund.
smartMonday PENSION - PDS
A summary of the important information about your smartMonday PENSION account, including investments and fees.
smartMonday PENSION Member kit
Contains the application form to open your pension or transition-to-retirement pension account.
smartMonday PENSION - TFN Declaration Instructions & Form
Complete a Tax file number declaration so we can work out how much tax to withhold from payments we make to you.
smartMonday DIRECT PDS (Product Disclosure Statement)
A summary of the important information about your smartMonday DIRECT account, including investments, insurance, and fees.
smartMonday DIRECT - Your investment options guide
Information about investing with smartMonday PRIME and details of the investment options available to you.
smartMonday DIRECT PDS - Fees and costs guide
Details of the fees and costs that apply to your account.
smartMonday DIRECT PDS - Tax, super and privacy guide
A summary of information about taxation, super rules, and how we handle your personal information.
smartMonday PRIME TESF - PDS
A summary of the important information about your smartMonday PRIME TESF account, including investments, insurance, and fees.
smartMonday PRIME TESF PDS: Your investment options guide
Information about investing with smartMonday PRIME and details of the investment options available to you.
smartMonday PRIME TESF PDS: Fees and costs guide
Information about the fees and costs in your super account.
smartMonday PRIME TESF PDS: Tax, super and privacy guide
A summary of information about taxation, super rules, and how we handle your personal information.
smartMonday PRIME TESF PDS: Corporate Insurance Guide
Information about the insurance arrangements in your super account for members of standard employer-sponsored plans.
smartMonday PRIME TESF PDS: ASC insurance guide
Information about the insurance arrangements for members of ASC Superannuation Plan.
smartMonday PRIME TESF PDS: FreshFood insurance guide
Information about the insurance arrangements for members of FreshFood Superannuation Plan.
smartMonday PRIME Enterprise PDS
Enterprise is now closed to new business from 1 April 2020. Contact us should you reqiure further information.
AIA Professional Insurance Portfolio (PIP Doquile Perrett Meade (DPM) PDS
Product Disclosure Statement - Retail Insurance Division
MetLife Protect and MetLife Protect Super PDS
Product Disclosure Statement - Retail Insurance Division
Zurich Insurance-only Superannuation Plan PDS
Product Disclosure Statement - Retail Insurance Division
Understand Investment Risk
Slide along with our CRUISE guide to understanding your risk profile for investments within your super.
Learn how to decode frequent flyer points
Take our smartQUIZ to find out if that new credit card reward program is really as good as it seems.
Organising your super
Invest long term, consolidate your super, make extra contributions and name a beneficiary.
Maternity leave masterclass
Forget what you've heard - this is the best push present for expectant mums looking for maternity leave hacks.
Do you really need a car?
We unlock the cost of getting a car - does it stack up and can you afford it?
Temporary Residents and superannuation - Departing Australia
This factsheet explains the rules applying to temporary residents who are departing Australia and wish to claim their superannuation benefit.
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