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Forms and publications


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

Popular documents


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

Beneficiary nominations


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Beneficiary nomination fact sheet

Find out how and why you should nominate a beneficiary.

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Beneficiary nomination form

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

Combine your super


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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.

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Consolidation form

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

Contributions


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After-tax voluntary contribution form

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

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Co-contribution fact sheet

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

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Contribution form

Complete this form to make a contribution to your account.

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Concessional contributions fact sheet

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

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Personal after-tax contributions fact sheet

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

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Salary sacrifice fact sheet

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

Financial advice


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Financial advice brochure

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

Insurance


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Insurance checklist

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

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Insurance - delivering peace of mind

Find out about the insurance available to you through Plum.

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Insurance in super fact sheet

A fact sheet outlining the insurance options available to you.

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Personal Statement form

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

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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.

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Transfer your insurance to Plum form - Personal Plan

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

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Your insurance election form

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

Investing


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Diversification fact sheet

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

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Standard risk measure fact sheet

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

Leaving your employer


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Choice of fund form

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

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Instructions for employers

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

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Leaving your employer brochure

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

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Personal Plan - Short form Product Disclosure Statement for new members

An outline of the Personal Plan for new members.

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Personal Plan - Your superannuation explained for new members

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

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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.

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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.

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Personal Plan - Application form

Use this form to provide us with your contact details, choose how your super is invested, subscribe to online services, provide your tax file number and consent to search for super on your behalf.

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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


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Leaving your employer - redundancy

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

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Redundancy fact sheet

Understand your next steps in the event of a redundancy.

Retiring


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Estate planning fact sheet

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

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Transition to retirement fact sheet

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

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Your guide to the pension fundamentals - Product Disclosure Statement

Information about the MLC Pension Fundamentals product.

Spouse accounts and contributions


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Contribution splitting fact sheet

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

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Spouse contribution splitting form

Complete this form to apply to split your eligible superannuation contributions with your spouse.

Super basics


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Budget planner checklist

This checklist can help you develop a budget.

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Super taxation thresholds for 2013/14

A snapshot of the 2013/14 super rates.

Disclosure and Governance



Fund Information


Governing Documents


Trust Deeds


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Plum Superannuation Fund

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Plum Pooled Superannuation Trust


Constitution


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Constitution

Includes Rules for Appointment and Removal of Directors


Governing Rules


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Intra Fund Consolidaton Rules

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Investment Policy 1

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Investment Policy 2

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Investment Policy 3



Financial Statements and Reports
Executive Officer Information
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Executive Officers Details

Please note the Executive Officers Details listed are current as at 1 July 2014

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Executive Officers Remuneration Disclosure

Please note the Executive Officers Remuneration Disclosure listed cover the 2012 and 2013 Financial Years



Product Information


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Plum MySuper Dashboard and Investment Profile

Details of the Plum MySuper investment option.


Plum Personal Plan


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Product Disclosure Statement

 
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Your Superannuation Explained For New Members

 
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Your Investment Options Explained

 
 
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