Guide to submitting forms

There are many forms that advisers can submit to AustralianSuper

This guide explains the requirements for submitting forms in the correct manner. This will ensure efficient processing and avoid any unnecessary delays.

Upload forms via the Adviser Portal

Advisers can submit most forms via the Adviser Portal, instead of email. All forms except the Advice fee forms and Member Direct third-party authorities can be uploaded via the portal. If you’re not registered for the portal, visit our registration page.

Please note:

  • If a form can be sent via email, we accept an online copy and supporting Proof of ID documents to Adviser Services
  • You can download most of the forms in the tables below.
  • Before submitting a form, check whether a digital signature1 is accepted.
  • If you’re submitting forms on behalf of a client, avoid submitting multiple forms at the same time. Please submit individually for efficient processing.
  • A wet or ink signature is required for the following: Power of Attorney, Guardianship documents, Certified documents, and Binding death benefit nomination

1 Digital Signatures should always be used in keeping with your Licensee’s Digital Signature Policy requirements. Digital Signatures are a specific type of electronic signature with unique electronic identifiers and that meet the identification, reliability and consent requirements as outlined in the Electronic Transaction Act 1999.

Super/accumulation forms

Form name Digital signature acceptable Proof of ID required Member self service Upload via Adviser Portal Send via email
Add to your super with after-tax contributions N/A
Apply for a payment
Apply for a payment (compassionate grounds)
Apply for a payment (family law)
Apply for a payment (financial hardship)
Authority to access a minor member’s account details
Binding death benefit nomination (making, changing or cancelling) N/A
Can you add to super? (Work Test or Work Test Exemption declaration) N/A
Claiming a tax deduction for personal contributions N/A
Close your account and make a full withdrawal -
Combine your super into AustralianSuper N/A
Contribute for your spouse N/A
Give account access to my financial adviser N/A
Investment choice N/A
Keep your AustralianSuper super accounts open
Merge your AustralianSuper super accounts
Split your super contributions with your spouse
Tax File Number (TFN) notification N/A
Transfer your AustralianSuper account to your Kiwisaver
Change my details
  • Change of name or date of birth - -
  • Any other changes - N/A -
Form name Digital signature acceptable Proof of ID required Member self service Upload via Adviser Portal Send via email

Here to help

Did you know?

AustralianSuper members can submit many forms themselves by logging into the Member Portal. Check under ‘Member self service’ to see which forms they can submit.

Contact us

If you have any questions or require assistance, we’re here to help.
/
Back to top