AUSTRALIAN CATHOLIC SUPERANNUATION RETIREMENT FUND

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    Forms & publications

  • Here you can download all of the forms and publications you need to manage your superannuation and allocated pension accounts with Australian Catholic Superannuation.

    • Product Disclosure Statements and associated fact sheets—outline the main features of our Superannuation and Allocated Pension Plans. You can use this information to help you compare Australian Catholic Superannuation’s superannuation and pension offerings with other products.
    • Financial Services Guide (FSG)—inform you of certain basic matters prior to us providing you with a financial service. This FSG should assist you in determining whether to use any of our services.
    • Newsletters—provide useful information and updates on superannuation, approaching and entering retirement and how to manage these kinds of investments.
    • Annual reports—provide key fund performance information, financial statements, activities and developments for the current and previous financial years.


    Our archive contains past copies of some of our most important documents for you to reference.

    The following forms and publications are PDF documents and require Adobe Reader. Download the latest version of Adobe Reader.

    • PDSs and
      fact sheets
    • All
      forms
    • Member
      newsletters
    • Annual
      reports
    • Other
      publications
    • Archived
      publications
    • Please note that until 1 July 2013, any members of the Fund who received a 'significant event notice' in relation to MySuper should refer to the information and documents available for download in the MySuper made simple section of this website.

    • Most popular

        • Allocated Pension Plan Product Disclosure Statement - 3 Sep 2012 (PDF 2132KB)

        • Superannuation Plan Product Disclosure Statement - 22 Jun 2012 (PDF 558KB)

        • Financial Services Guide (PDF 227KB)

        • Tax and allocated pensions: Pension fact sheet (PDF 210KB)

        • Tax and superannuation: Superannuation fact sheet (PDF 217KB)

    • Super members

        • Superannuation Plan Product Disclosure Statement - 22 Jun 2012 (PDF 558KB)

        • Contributions: Superannuation fact sheet (PDF 224KB)

        • Financial Services Guide (PDF 227KB)

        • Conditions of release: Superannuation fact sheet (PDF 199KB)

        • Membership application: Personal Plan (PDF 239KB)

        • Tax and superannuation: Superannuation fact sheet (PDF 217KB)

        • Your investment options: Superannuation fact sheet (PDF 314KB)

        • Your insurance options: Superannuation fact sheet (PDF 367KB)

        • Fees and costs: Superannuation fact sheet (PDF 201KB)

        • Membership application: Employer Sponsored Plan (PDF 213KB)

    • Pension members

        • Allocated Pension Plan Product Disclosure Statement - 3 Sep 2012 (PDF 2132KB)

        • Financial Services Guide (PDF 227KB)

        • Valuations and unit pricing: Pension fact sheet (PDF 207KB)

        • Tax and allocated pensions: Pension fact sheet (PDF 210KB)

        • Non-commutable allocated pensions: Pension fact sheet (PDF 195KB)

        • Your investment options: Pension fact sheet (PDF 283KB)

        • Conditions of release: Pension fact sheet (PDF 196KB)

        • Centrelink information: Pension fact sheet (PDF 193KB)

        • Allocated pension payments: Pension fact sheet (PDF 192KB)

        • Membership application: Allocated Pension Plan (PDF 666KB)

    • Most popular

        • Consolidate your super form (PDF 377KB)

        • Change of personal details: Superannuation (PDF 148KB)

        • Persons who can certify documents (PDF 155KB)

        • Persons who can witness documents (PDF 151KB)

        • Tax file number nomination (PDF 167KB)

        • Lump sum contribution (PDF 174KB)

        • Membership application: Personal Plan (PDF 239KB)

        • Complying fund notice (PDF 172KB)

        • Change of personal details: Pension (PDF 177KB)

        • Membership application: Employer Sponsored Plan (PDF 213KB)

        • Membership application: Allocated Pension Plan (PDF 666KB)

        • Find my lost super authority (PDF 144KB)

    • Super members

        • Statutory declaration: Members aged 55-59 (PDF 178KB)

        • Statutory declaration: Members aged 60-64 (PDF 162KB)

        • Consolidate your super form (PDF 377KB)

        • Excluded occupations: Insurance for Personal members (PDF 130KB)

        • Change of personal details: Superannuation (PDF 148KB)

        • Contribution amendment (PDF 151KB)

        • Insurance application: Special offer for new Employer members (PDF 240KB)

        • Insurance application: Death, TPD & TSC cover (PDF 228KB)

        • Superannuation benefits: Temporary residents departing Australia (PDF 197KB)

        • Superannuation benefits: Temporary residents NOT departing Australia (PDF 204KB)

        • Lump sum deductible contributions (PDF 194KB)

        • Lump sum contribution (PDF 174KB)

        • Membership application: Personal Plan (PDF 239KB)

        • Membership application: Employer Sponsored Plan (PDF 213KB)

        • Investment choice: Superannuation (PDF 218KB)

        • Contribution splitting application (PDF 209KB)

        • Binding death benefit nomination (PDF 228KB)

        • Direct debit request (PDF 231KB)

        • Insurance application: Convert unitised to fixed cover (PDF 190KB)

        • Insurance application: Convert fixed to unitised cover (PDF 192KB)

        • Insurance application: Full personal statement (PDF 226KB)

        • Insurance application: Lifestyle cover (PDF 274KB)

        • Insurance application: Short personal statement (PDF 287KB)

        • Insurance application: Transfer cover to Australian Catholic Superannuation (PDF 254KB)

        • Insurance application: TSC cover due to salary increase (PDF 287KB)

        • Spouse contributions (PDF 169KB)

        • Pre-tax contributions (PDF 159KB)

    • Pension members

        • Change of personal details: Pension (PDF 177KB)

        • Investment choice: Pension (PDF 223KB)

        • Membership application: Allocated Pension Plan (PDF 666KB)

        • Binding death benefit nomination (PDF 228KB)

    • Employers

        • Employer details: Election of default fund (PDF 315KB)

        • Complying fund notice (PDF 172KB)

        • Benefit payment request (PDF 158KB)

        • Contribution remittance advice (XLS 80KB)

        • Employer details (PDF 272KB)

    • Super members

        • Let's talk super (45+) - Dec 2012 (PDF 1499KB)

        • Let's talk super (30-44) - Dec 2012 (PDF 1271KB)

        • Let's talk super (u30) - Dec 2012 (PDF 1387KB)

        • Let's talk super - Jun 2012 (PDF 2726KB)

        • Let's talk super - Dec 2011 (PDF 2089KB)

        • Let's talk super - Dec 2010 (PDF 1741KB)

        • Let's talk super - May 2010 (PDF 896KB)

        • Let's talk super - May 2011 (PDF 2024KB)

    • Pension members

        • Your super lifestyle - Dec 2012 (PDF 1429KB)

        • Your super lifestyle - Jun 2012 (PDF 1787KB)

        • Your super lifestyle - Dec 2011 (PDF 1632KB)

        • Your super lifestyle - Dec 2010 (PDF 1301KB)

        • Your super lifestyle - May 2010 (PDF 986KB)

    • Employers

        • Making super work - Dec 2012 (PDF 1124KB)

        • Making super work - Jun 2012 (PDF 1732KB)

        • Making super work - Jan 2012 (PDF 1742KB)

        • Making super work - Dec 2010 (PDF 1431KB)

      • Trustee's annual report - 30 Jun 2012 (PDF 2176KB)

      • Trustee's annual report - 30 Jun 2011 (PDF 2052KB)

      • Trustee's annual report - 30 Jun 2010 (PDF 2126KB)

      • Trustee's annual report - 30 Jun 2009 (PDF 1059KB)

      • Trustee update - Mar 2010 (PDF 667KB)

      • Insurance protection for your family (PDF 186KB)

      • Responsible investing annual report - 30 Jun 2012 (PDF 690KB)

      • Unlisted and alternative assets - Dec 2012 (PDF 334KB)

      • Investment Policy Statement (PDF 891KB)

      • Guide to pre-tax super contributions (PDF 1963KB)

      • Insurance summary (PDF 207KB)

      • Responsible Investment Governance Policy (PDF 95KB)

      • Responsible Investment Policy (PDF 100KB)

      • Will you have enough money for a comfortable retirement? (PDF 1355KB)

      • Tax advantages make super attractive for savings (PDF 656KB)

      • Protect your income and lifestyle with TSC insurance (PDF 521KB)

    • Super members

        • Superannuation Plan Product Disclosure Statement - 1 Jul 2011 (PDF 2732KB)

        • Supplementary Superannuation Plan Product Disclosure Statement - 29 Dec 2011 (PDF 881KB)

    • Pension members

        • Allocated Pension Plan Product Disclosure Statement - 1 Jul 2012 (PDF 1737KB)

        • Supplementary Allocated Pension Plan Product Disclosure Statement - 29 Dec 2011 (PDF 859KB)

        • Allocated Pension Plan Product Disclosure Statement - 1 Jul 2011 (PDF 2976KB)

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