We’re launching a new investment option menu on 1 July 2024.
Please visit the Info hub to learn how this affects Accumulation and Income accounts.
Update your address and other contact details.
Take out extra payments or ask for early access to your super.
Submit your claim for a tax deduction on contributions.
Take out extra payments or ask for early access to your super.
Submit your claim for a tax deduction on contributions.
To update your contact details including address, email or mobile number.
To update the name or date of birth that Australian Retirement Trust has on file. You will need to provide details from an Australian identification document (e.g. Australian Change of name certificate). If you have identification documents that were not issued in Australia you will need to download the form.
To change the gender that Australian Retirement Trust has on file.
To make a preferred death benefit nomination, complete the change of details form or complete in Member Online.
To make a preferred death benefit nomination, complete the change of details form or complete in Member Online.
Use this form to make, change or cancel a binding death benefit nomination.
Use this form to make a reversionary beneficiary nomination.
Find out more about nominating a beneficiary.
For more information about making contributions, read the Accumulation Guide.
For more information about nominating a beneficiary read the Product Disclosure Statement for Income Account and Lifetime Pension.
Use this to pick us for your super when you start a job. An alternative to the ATO’s standard choice form.
The ATO's standard choice form. Give it to your employer when choosing or changing your choice of fund.
Your employer may ask for our Letter of Compliance or a complying fund statement. If they do, give them this.
If you're under 15 years old, you'll also need your parent or legal guardian to sign off on your membership.
Consolidate (rollover) your super from other accounts into your Australian Retirement Trust account. Combine online using the Australian Retirement Trust rollover tool. Before combining your super, consider the potential loss of insurance and other benefits that you may have with your existing fund. Also, think about where your future employer contributions will be paid.
You can add to your super on an ongoing or one-time basis from your take home pay using direct debit. Log into Member Online to make a new or change an existing direct debit contribution.
To make a contribution for your spouse.
You can make voluntary, after-tax contributions to your super using BPAY.
To split contributions between you and your partner.
Complete the Downsizer contribution into super form available on the ATO website and provide the form to us. The form must be provided when making, or prior to making a contribution.
There are a number of specialist contribution types including personal injury contributions and making a contribution and applying for a Capital gains Tax (CGT) exemption.
For more information about making contributions, read the Accumulation Guide.
You can make changes to your investments via Member Online.
For more information about our investment options, read the Super Savings Investment Guide.
Important - Before completing any insurance forms, you’ll first need to ensure you’re a Super Savings member and have referred to the Super Savings Insurance Guide. If you’re a member of Super Savings – Corporate or Super Savings – Business, your plan may have specific insurance arrangements. Please refer to your plan specific insurance guide, available on your plan microsite.
Please contact us for the appropriate insurance forms or refer to your plan specific insurance guide, available on your plan microsite.
Apply for Tailored insurance cover through Member Online or download the form.
To increase your Death and Total & Permanent Disability Assist cover, or apply for Income Protection cover, if you've joined in the last 120 days.
Increase the amount of cover you have by 50% at no extra cost, if eligible.
Increase your Death and Total & Permanent Disability Assist cover when your life changes.
Reduce or cancel your existing insurance cover.
Transfer your current insurance cover to Australian Retirement Trust from another super fund or individual insurance policy.
If you have tailored your insurance cover and you've changed jobs, use this form to have your occupation re-rated.
Transfer your insurance cover from your former Super Savings – Corporate/Business account to your Super Savings – Accumulation account. The form must be returned to us within 60 days from notification of cessation of employment with your previous employer. Please see page 1 about when to use this form. This form was previously known as an 'Income protection transfer application' or a 'Death and Total & Permanent disability transfer application'.
For more information about our insurance cover and options, read the Super Savings Insurance Guide.
Set up a Retirement or Transition to Retirement Income account in Member Online or use the form in the PDS.
Add extra money to your Income account in Member Online.
Use Member Online to request additional income payments or lump sum withdrawals from your income account.
Use Member Online to change the amount or frequency of your regular income (pension) payments.
Change the bank account for your regular income (pension) payment using the Change of details form.
For more information about our Income accounts, read this PDS.
Use Member Online to submit your intent to claim a tax deduction on contributions or the ATO form to lodge a notice of intention to claim a tax deduction.
If you've moved to New Zealand permanently, use this form to transfer your super savings to a Kiwi Saver.
If you’ve entered Australia on an eligible temporary resident visa, you may be able to withdraw your super as a Departing Australia Superannuation Payment (DASP) once you’ve left Australia.
Use this form to transfer your super out of Australian Retirement Trust to another super fund. Before you leave, it’s a good idea to make sure you understand all your options and the many great benefits of being with Australian Retirement Trust. Follow the link below to find out more.
If you've moved to New Zealand permanently, use this form to transfer your super savings to a Kiwi Saver.
Use Member Online to withdraw a lump sum from your Super Savings Accumulation account. Before you leave, it's a good idea to make sure you understand all your options and the many great benefits of being with Australian Retirement Trust. Follow the link below to find out more.
Use Member Online to request additional income payments or lump sum withdrawals from your Super Savings Retirement Income account.
Accessing super benefits early may be possible, but only under special circumstances.
For more information about accessing your super early, read the Accumulation Guide.
For more information about the features, benefits, and risks of our retirement products.
