legalsuper - Australia's largest superannuation fundlegalsuper

 
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  • Join legalsuper
  • Consolidate my super
  • Make contributions
  • Check latest investment performance
  • Access exceptional insurance
  • Start a low fee pension

forms and publications

  • Member publications
  • Member forms
  • Employer publications and forms
'Low fee pension'

Member forms

About your membership

- Member handbook (PDS) - Superannuation

- Member handbook (PDS) - Pension

- Member application form

- Pension application form

- Nominate legalsuper as fund of choice (please give this form to your employer)

- Change personal details (Superannuation) 

- Switch investment choice

- Change personal details (Pension)

- Lodge Tax File Number

- Update beneficiary details

- Letter of compliance (often requested when you choose legalsuper or transfer an old super fund to legalsuper)

- Employment questionaire for members aged 65-74

- ASX 200 Shares Investment Choice

- Corporate Member Application

- Pension Claim Form

Consolidating super/Making extra contributions

- Transfer other super into legalsuper 

- Make voluntary contributions

- Salary sacrifice into legalsuper

- Pay a lump sum into legalsuper 

- Make a tax deductible contribution into legalsuper for the 2011/2012 financial year

- Direct debit payments into legalsuper

- Make a payment for my spouse 

- Split my contributions with my spouse

- Make a Capital Gains Tax Exempt contribution

Insurance

- Apply for Death, TPD  and/or Salary Continuance insurance

- Application to convert between unitised and fixed cover

- Life Events Application Form

- Insurance roll-in form

- Personal Health Statement

- Special offer to increase insurance (new members from 1 August 2011)

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