Super fund documents
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Product Disclosure Statement*
Contains all the important information needed to make an informed decision about joining Future Super.
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Financial Services Guide
Contains important information about who we are and your rights as a client.
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Additional Information Booklet
Contains important information about Future Super, as well as additional information about superannuation and tax.
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Insurance Guide**
Contains important information about the insurance offerings available to Future Super members.
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Whistleblower Policy
Information on our system for reporting, investigating, and handling wrongdoing.
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Significant Event Notice: Issued 1 June 2017
Contained important information about a change to the structure of the fund.
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Trust Deed for the Future Super Fund
Sets out the rules we follow as a super fund, and what the trustee can and can’t do.
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Protect Your Super Factsheet
Contains important information on the super legislation changes from July 1, 2019.
* On 1 April 2020, the way that opt-out (sometimes called default) insurance cover is provided through super is changing. The change is being made to address situations where individuals’ super account balances are being eroded by insurance fees charged for cover that they don’t know they have, that they don’t want, or that is unsuitable for their situation. The good news is that at Future Super, we only offer opt-in (voluntary) insurance. This means that it’s your choice to sign up and pay for the type and amount of insurance cover that you want. It also means that the majority of our members won’t be impacted by these changes. However, if you did take out insurance cover through Future Super between 1 November 2019 and 18 March 2020 and have an account balance below $6,000.00, please look out for some separate correspondence from us asking you to make a one-off election to maintain your insurance cover.
** As at the 2nd December 2019, the 60 day opt-in window will only apply to new members on the first occasion that they join Future Super. You can still apply for voluntary cover, if your 60 days has lapsed, subject to eligibility. Please call us on 1300 658 422 for further information.Our insurance coverage has not changed because of COVID-19. Where a claim is made because of COVID-19, we will carefully assess these against the terms of the relevant policy to ensure our members receive the right decision promptly. As Future Super only offers opt-in insurance, insurance will continue so long as the account has enough funds to cover monthly premiums. When a member makes a full withdrawal or the balance drops below the cost of monthly premiums, the policy will be switched off. Special consideration may be given to members wishing to reinstate their policy after a COVID early release payment by the insurer. For more information on insurance with Future Super, contact us.
Forms for individuals
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Application Form (Online)
Complete this form to become a member of the Future Super fund. Alternatively, you can contact us for a copy of our paper application form.
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General Compliance Certificate
Employers will require this certificate to set up contributions into your Future Super fund.
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Rollover Form
Complete this form if you are already a member of the Future Super fund, and would like to rollover some money from another super fund into your Future Super account.
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Standard Choice Form
Employers may require this form to be completed when an employee chooses to join Future Super.
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Personal Contribution Form
Complete this form if you would like to make a personal contribution of money into your Future Super account. You can also complete the online version of this form by logging in to your online account. If you are making a self-employed concessional contribution (before-tax), you must also complete the Notice of intent to claim or vary a deduction for personal super contributions form and send it to us with your Personal Contribution Form.
Life Insurance Application Form
Complete this form if you would like to access death, total permanent disablement, or income protection insurance through your Future Super account. Please contact us for this form.
Life Insurance Transfer Form
Complete this form if you would like to transfer your current insurance coverage from another fund to your Future Super account. Please contact us for this form.
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Non-Binding Nomination of Beneficiaries Form
Complete this form to inform the trustee about who you would like to receive the money in your Future Super account in the case of your death.
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Binding Nomination of Beneficiaries Form
Complete this form to inform the trustee about who you would like to receive the money in your Future Super account in the case of your death.
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Withdrawal Form
Complete this form if you would like to apply to withdraw all or some of your super money.
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Early Release Due To Financial Hardship Form
To access some or all of your super due to severe financial hardship, please read this information carefully.
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Early Release Due to Permanent Incapacity
Complete this form if you would like to access all or some of your super money as you are unable to work due to a medical condition.
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Change of Details Form
Complete this form to update your personal details with Future Super.
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Contribution Splitting Form
Complete this form to split your superannuation contributions.
Forms for employers
Please visit our Employers page to find the details and forms required to register as an employer and make employer contributions.
Fund annual reports
Portfolio Holdings Disclosure Statements
Pension plan documents
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Product Disclosure Statement
Contains all the important information needed to make an informed decision about joining the Future Super Pension Plan.
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Financial Services Guide
Contains important information about who we are and your rights as a client.
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Significant Event Notice: Issued 1 June 2017
Contained important information about a change to the structure of the fund.
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Significant Event Notice: Issued 1 June 2017
Issued 1 June 2017. Contained important information about the closure of the Transition to Retirement Pension for members under 65.
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Significant Event Notice: Issued 1 June 2017
Issued 1 June 2017. Contained important information about the closure of the Transition to Retirement Pension for members over 65.
Pension plan forms
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Application Form
If you wish to apply for an account-based pension with Future Super, please fill out this form.
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Rollover Form
You can make a transfer from another super fund before you commence taking income payments from your Future Super Pension Plan. The best way to do this is by providing your rollover details on the online pension application form. You can also do this by completing the Rollover Form. Once you are receiving an income from your Future Super Pension Plan, you are unable to make additional rollovers to your account.
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Personal Contribution Form
You can make a personal contribution before you commence taking income payments from your Future Super Pension Plan. Once you are receiving an income from your Future Super Pension Plan, you are unable to make additional contributions to your account. If you are making a self-employed concessional contribution (before-tax), you must also complete the Notice of intent to claim or vary a deduction for personal super contributions form and send it to us with your Personal Contribution Form.
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Binding Nomination of Beneficiaries Form
Complete this form to inform the trustee about who you would like to receive the money in your Future Super account in the case of your death.
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Withdrawal Form
Complete this form when you would like to make a lump sum withdrawal from your Future Super Pension Plan.
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Reversionary Form
Use this form to nominate reversionary beneficiaries to your account.
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Change of Details Form
Complete this form to update your personal details with Future Super.