Documents and Forms

Forms

FileDescription
Give this to your employer - they need this form to pay your super into your Engineering Super account.
This is the ATO version of the Super Nomination Form if your employer requires it in this format.
Complete this form to ensure your benefits go to the right people.
Complete this form to cancel a previous beneficiary nomination.
Complete this form to authorise a third party e.g. financial planner, to access your account details.
Complete this form if you would like to make a contribution into your spouse's Engineering Super account.
Complete this form to request a lump sum withdrawal from your Engineering Super account.

Fund Documents

FileDescription
Information about Engineering Super including key features, benefits, risks, fees and costs.
This guide forms part of the PDS. It provides further information about Engineering Super including key features, benefits, risks, fees and costs, and our investment options.
Give this to your employer with the choice form - it confirms that Engineering Super is a complying and regulated super fund that can accept super contributions.
Information about Engineering Super’s services, AFS licence, remuneration of our representatives and your rights as a customer.
Details on how to make a complaint about the fund.
Portfolio holding information for the fund as at 30 June 2023.
Design and distribution obligations for Engineering Super – 8 November 2023
The Trustee’s Retirement Income Strategy.
Information about the Annual Member Meeting including how to register and ask a question. Registrations close on the 30 January 2024.
This document contains general information about the fund including its financial performance, management and investment performance over the 2022-23 financial year.