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Forms and publications




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General forms

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Contribution form

Complete this form to make a contribution to your plan by cheque - (0.04MB PDF)
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After-tax voluntary contribution form

Fill this out to make an after tax contribution into your account - (0.06MB PDF)
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Consolidation form

Consolidate an external super fund into your Plum account - (0.19MB PDF)

Legal documents

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Privacy Policy

Respecting your privacy and the law - (0.03MB PDF)
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Financial Services Guide - PFS Nominees Pty Ltd

A guide to our relationship with you and others. - (0.14MB PDF)
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Financial Services Guide - Plum Financial Services Limited

A guide to our relationship with you and others. - (0.17MB PDF)
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Compliance statement

Letter of confirmation of complying fund status. - (0.03MB PDF)
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