Forms and publications

Forms

	Beneficary nomination form
This form is accessible through the member website, login here.

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

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

	Contribution form
Complete this form to make a contribution to your account.

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

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

	Adviser service fee authorisation form
Before establishing your authorisation, you and your adviser should agree on an amount for the adviser service fee.

	Withdrawal form
To access the Withdrawal form, please call a Member Services Consultant on 1300 55 7586, 8am-6pm (Melbourne time), Monday to Friday.

Brochures

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

	Ready to retire brochure
This brochure explains some of the things that may need to be considered when planning for retirement.

	7 steps towards healthier super
Our seven steps to healthier super can help you get your super into shape.

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

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

	Three keys to retirement saving
Three essential keys and some helpful tips, which could assist in unlocking your super growth.

Checklist

	Budget planner checklist
This checklist can help you develop a budget.

	Five steps to making your investment choice
A guide to help you choose an investment option that best suits your circumstances.

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

	Transitioning to retirement checklist
A checklist that can help you work out whether you're ready to retire.

	Your guide to investment market cycles
This brochure can help you understand investment market movements and the impact they have on your super.

Legal

	Financial services guide - GWM adviser services
Your financial services guide.

	Financial services guide - PFS Nominees Pty Ltd
A guide to our relationship with you and others.

	Financial services guide - Plum Financial Services Limited
A guide to our relationship with you and others.

	Compliance statement
Letter of confirmation of complying fund status.

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

	Privacy policy
Respecting your privacy and the law.

Fact sheets and strategy guides

	Beneficiary nomination fact sheet
Find out how and why you should nominate a beneficary.

	Co-contribution fact sheet
Find out if you are eligble for the Government co-contribution and how much you could get.

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

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

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

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

	Insurance - delivering peace of mind
Find out about the insurance available to you through Plum.

	Insurance in super fact sheet
A fact sheet outlining the insurance options available to you.

	Redundancy fact sheet
Understand your next steps in the event of a redundancy.

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

	Redundancy fact sheet - transitional rules
This fact sheet explains the options and tax treatment of Eligible Termination Payments (ETP's) where the transitional rules apply.

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

	Your guide to the pension fundamentals - product disclosure statement.
Information about this pension product.

	Your guide to understanding your member benefit statement
Understand the components within your benefit statement.

Products and services

	Eligible spouse plan - product disclosure statement
Information regarding the Eligible Spouse Plan.

	Eligible spouse plan - supplementary product disclosure statement (PDS) and application form
Additional information regarding the Eligible Spouse Plan.

	Personal Plan - supplementary product disclosure statement (PDS) and application form
Everything you need to know about the Personal Plan.

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