Super Accelerator Forms

From 1 January 2021 Super Accelerator has replaced Super Wrap. These forms and documents apply to clients who previously held a Super Wrap account.

Disclosure documents & information
Opening an account & making contributions

Application forms booklet Core
Application forms booklet Plus
Additional contribution
Compliance letter
Direct debit request
In specie contribution
Regular contribution plan *
Rollover / transfer request
Notice of intent to claim a tax deduction for super contributions*

Benefit payments from your account

Benefit payment *
Severe financial hardship claim
Recontribution strategy

Forms for employers

Employer sponsored member termination

ATO forms

Capital gains tax cap election
Choice to have your Australian fund pay tax on a foreign super transfer
Downsizer contribution into superannuation
Standard choice
Superannuation contributions splitting application
Tax File Number Declaration

Changing investments in your account

Dollar cost averaging *
Investment instruction *
Managed models (link)
Reinvestment options *
Off market trade

Updating adviser details

Adviser Fees
Change of adviser
Remove nominated adviser

Updating your account

Auto sell down profile selection *
Binding death benefit direction
Change of details *
Change of name
Core/Plus account transfer
Change of nominated bank account*
Tax File Number Notification
Transfer from Personal Super
Transfer from Income Stream
Convert TTR to retirement phase

Group insurance

Application
Application - short personal statement
Cancel / reduce cover
Insurance Election Notice
Insurance transfer
Life stage cover
Non smoker declaration
Occupational questionnaire
Premium rates
Underwriting requirements

* Online functionality exists. If you choose to undertake a transaction by completing the form, rather than transacting online, then the offline transaction fee may apply.

For more information on how to get online access please call 1800 888 223.

If you have any questions or wish to lodge a complaint please CLICK HERE