Documents and Forms

Forms

FileDescription
Give this to your employer - they need this form to pay your super into your Professional 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. your parent, to access your account details.
Complete this form if you are receiving a super benefit from your former spouse, after a splitting order or agreement has been completed.
Complete this form if you would like to make a contribution into your spouse's Professional Super account.
Complete this form to request a lump sum withdrawal from your Professional Super account.

Fund Documents

FileDescription
Information about Professional Super including key features, benefits, risks, fees and costs.
This guide forms part of the PDS. It provides further information about Professional 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 Professional Super is a complying and regulated super fund that can accept super contributions.
Information about Professional 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
The Protecting Your Super Package — Important Changes to Your Super
Important changes to your member account from 16 December 2022.
Updates to investment return objectives, risk measures and time horizon
Minor update to our investment approach.
Diversa Trustees Limited will replace Tidswell Financial Services Ltd as Trustee on 18 December 2020.
This document contains general information about the fund including its financial performance, management and investment performance over the 2022-23 financial year.
This document contains general information about Professional Super including its financial performance, management and investment performance over the 2021-22 financial year.
This document contains general information about Professional Super including its financial performance, management and investment performance over the 2020-21 financial year.
This document contains general information about Professional Super including its financial performance, management and investment performance over the 2019-20 financial year.
This document contains general information about Professional Super including its financial performance, management and investment performance over the 2018-19 financial year.
This document contains general information about Professional Super including its financial performance, management and investment performance over the 2017-18 financial year.
Assessment of the outcomes achieved and evidence showing that members’ interests are being promoted.
Assessment of the outcomes achieved and evidence showing that members’ interests are being promoted.
Assessment of the outcomes achieved and evidence showing that members’ interests are being promoted.
Information about the Annual Member Meeting including how to register and ask a question. Registrations close on the 8th of December 2021.
Information about the Annual Member Meeting including how to register and ask a question. Registrations close on the 14th of February 2023.
Information about the Annual Member Meeting including how to register and ask a question. Registrations close on the 30 January 2024.
Design and distribution obligations for Professional Super – 8 November 2023
The Trustee’s Retirement Income Strategy.
Details of changes announced in the 2021-22 and 2022-23 budgets which come into effect from 1 July 2022.