Forgot your password?

Forms and publications


Download documents regarding our products and services as well as information about different aspects of super and investments.

Popular documents


Choice of Fund form icon
  • Choice of fund form
    Use this form to have your employer contributions made into your Plum Personal Plan account.
Consolidation form icon Leaving Employer brochure icon

Beneficiary nominations


PDF icon

Beneficiary nomination fact sheet

Find out how and why you should nominate a beneficiary.

PDF icon

Beneficiary nomination form

Complete this form to make, amend or cancel a binding nomination.

Combine your super


PDF icon

Combining your super fact sheet

More than one super account can mean more fees, more work, and more risk that you'll one day lose track of one or more of your funds. Combining your super - it makes sense.

PDF icon

Consolidation form

Have more than one super account? Complete this form to combine your super.

Contributions


PDF icon

After-tax voluntary contribution form

Complete this form to make an after-tax contribution into your account.

PDF icon

Co-contribution fact sheet

Find out if you are eligible for the Government co-contribution and how much you could get.

PDF icon

Contribution form

Complete this form to make a contribution to your account.

PDF icon

Concessional contributions fact sheet

A guide to before-tax contributions and the caps that apply.

PDF icon

Personal after-tax contributions fact sheet

Find out about after-tax contributions and the different ways you can contribute to your super.

PDF icon

Salary sacrifice fact sheet

Find out about salary sacrifice contributions and how they can boost your savings.

Financial advice


PDF icon

Getting financial advice strategy guide

A strategy guide to help you get the most from your financial adviser.

PDF icon

Momentum financial advice brochure

Find out about the types of financial advice you can access as a Plum member.

Insurance


PDF icon

Insurance checklist

A checklist that can help you better understand your insurance needs.

PDF icon

Insurance - delivering peace of mind

Find out about the insurance available to you through Plum.

PDF icon

Insurance in super fact sheet

A fact sheet outlining the insurance options available to you.

PDF icon

Personal Statement form

Please complete this form if you are applying for insurance above the limits of the Personal Statement Short Form.

PDF icon

Personal Statement - Short form

Please complete this simple form if you are applying for up to $1 million Death and TPD cover, or up to $8,000 per month in Salary Continuance Insurance.

PDF icon

Transfer your insurance to Plum form - Personal Plan

Please complete this simple form to transfer external insurance into your account with Plum.

PDF icon

Your insurance election form

This form allows you to change your level of insurance cover for the Plum Personal Plan.

Investing


PDF icon

Diversification fact sheet

A fact sheet that can help you better understand investment diversification.

PDF icon

Standard risk measure fact sheet

Investment risk is one of many issues that should be considered when making an investment decision.

PDF icon

Personal Plan - Your investment options explained

An explanation of the investment options available in the Personal Plan.

Leaving your employer


PDF icon

Choice of fund form

Use this form to have your employer contributions made into your Plum account.

PDF icon

Instructions for employers

This form provides instructions for your employer to make super contributions to your Plum account.

PDF icon

Leaving your employer brochure

Changing jobs? Retiring? Find out how to keep your super with Plum.

PDF icon

Personal Plan - Short form Product Disclosure Statement for new members

An outline of the Personal Plan for new members.

PDF icon

Personal Plan - Your superannuation explained for new members

Everything you need to know about the Personal Plan for new members.

PDF icon

Personal Plan - Short form Product Disclosure Statement for members transferring from an employer-sponsored plan to the Personal Plan

An outline of the Personal Plan for members transferring from an employer-sponsored plan to the Personal Plan.

PDF icon

Personal Plan - Your superannuation explained for members transferring from an employer-sponsored plan to the Personal Plan

Everything you need to know about the Personal Plan for members transferring from an employer-sponsored plan to the Personal Plan.

PDF icon

Personal Plan - Your investment options explained

An explanation of the investment options available in the Personal Plan.

Withdrawal form

To access the Withdrawal form, please call a Member Services Consultant on
1300 55 7586, 8.00am-7.00pm AEST (8.00pm daylight savings time), Monday to Friday.

Redundancy


PDF icon

Leaving your employer - redundancy

This brochure can give you information about your options when facing redundancy.

PDF icon

Redundancy fact sheet

Understand your next steps in the event of a redundancy.

Retiring


PDF icon

Estate planning fact sheet

Issues you may like to think about when planning your estate.

PDF icon

Transition to retirement fact sheet

This fact sheet will help you understand how transition to retirement pensions work.

PDF icon

Your guide to the pension fundamentals - Product Disclosure Statement

Information about the MLC Pension Fundamentals product.

Spouse accounts and contributions


PDF icon

Contribution splitting fact sheet

This fact sheet explains how to split super and the advantages.

Super basics


PDF icon

Budget planner checklist

This checklist can help you develop a budget.

PDF icon

Super taxation thresholds for 2013/14

A snapshot of the 2013/14 super rates.

Disclosure and Governance



This section will be updated as further information becomes available.


PDF icon

Plum MySuper Dashboard

Details of the Plum MySuper investment option.

PDF icon

Compliance statement

Letter of confirmation of complying fund status.

PDF icon

Financial services guide - GWM adviser services

Your financial services guide.

PDF icon

Financial services guide - PFS Nominees Pty Ltd

A guide to our relationship with you and others.

PDF icon

Financial services guide - Plum Financial Services Limited

A guide to our relationship with you and others.

PDF icon

Privacy policy

Respecting your privacy and the law.

PDF icon

Personal Plan - Short form Product Disclosure Statement for new members

An outline of the Personal Plan for new members.

PDF icon

Personal Plan - Your superannuation explained for new members

Everything you need to know about the Personal Plan for new members.

PDF icon

Personal Plan - Short form Product Disclosure Statement for members transferring from an employer-sponsored plan to the Personal Plan

An outline of the Personal Plan for members transferring from an employer-sponsored plan to the Personal Plan.

PDF icon

Personal Plan - Your superannuation explained for members transferring from an employer-sponsored plan to the Personal Plan

Everything you need to know about the Personal Plan for members transferring from an employer-sponsored plan to the Personal Plan.

PDF icon

Personal Plan - Your investment options explained

An explanation of the investment options available in the Personal Plan.

PDF icon

Annual Report 2013

2013 Annual report of the Plum Superannuation Fund

Can't find it?