Forms & resources

Member guide (PDS)

PDS / PDF - 1.3 MB

Summary of significant information you need to make a decision about Spirit Super. It includes the Join Spirit Super form but you can also join online.

How super works

IBR / PDF - 2.2 MB

Information about how your Spirit Super account works, different types of contributions, contribution caps, accessing your super and nominating beneficiaries. 

How super is taxed

IBR / PDF - 3.4 MB

Information about providing your tax file number and tax on contributions, investment earnings and withdrawals. 

Fees and costs

IBR / PDF - 1.9 MB

Information about the fees and costs of investing in super and fee definitions. 

How to open an account

PDS / PDF - 2.7 MB

The information in this document forms part of the Spirit Super product disclosure statement (Member guide) dated 1 April 2021.

Apply to access your super under financial hardship

Form / PDF - 156.9 KB

Use this form to apply for early access to your super under financial hardship. Check out the Early access to your super fact sheet for more information. 

ATO Downsizer contribution into super

Form / PDF - 196.6 KB

Use this form if you’re over age 65 and making a downsizer contribution into super. Check out the Thinking of downsizing your home? fact sheet or ato.gov.au for more information.

ATO Standard choice

Form / PDF - 315.3 KB

Give this completed form to your employer, so they can pay your super to Spirit Super. 

ATO Super contributions splitting

Form / PDF - 213.2 KB

Use this form when you’re splitting contributions with your spouse. Check out the Boost your spouse's super fact sheet for more information.

Combine your super with Spirit Super

Form / PDF - 133.6 KB

Use this form to combine your super from another fund into your Spirit Super account. 

Make a super contribution

Form / PDF - 102.2 KB

Use this form when making extra after-tax contributions to your account. 

Notice of intent to claim or vary a deduction for personal super contributions

Form / PDF

You can do this in Member Online through the Contributions menu. If you'd like a paper form, visit the ATO website at ato.gov.au. Check out the Claiming tax deductions for contributions fact sheet for more information. 

Pay your super to Spirit Super

Form / PDF - 135.6 KB

Give this form to your employer, so they can pay your super into your Spirit Super account.

Transfer from Spirit Super to a KiwiSaver scheme

Form / PDF - 175.4 KB

Use this form if you've permanently moved to New Zealand and want to transfer your super. Check out the Transferring your super to a KiwiSaver fact sheet for more information. 

Withdrawing your super

Form / PDF - 174.8 KB

Use this form to make a withdrawal or transfer to another super fund.

Financial services guide

Legislative - ASIC Relief / PDF - 2.2 MB

Provides information about the financial advice services available to members through Spirit Super Advice

Pension guide (PDS)

PDS / PDF - 9.8 MB

This contains all the information about our pensions. It includes the Join Spirit Super pension form.

Term Allocated Pension guide (PDS)

PDS / PDF - 6.1 MB

This contains all the information about our Term Allocated Pension.

ATO TFN declaration pensions

Form / PDF - 318.4 KB

Use this form to provide your tax file number if you’re under age 60 and starting a pension account.

Change your Control Pension to a Managed Pension

Form / PDF - 125.7 KB

Use this form to change some or all of your Control Pension to a Managed Pension. 

Change your Managed Pension to a Control Pension

Form / PDF - 144.1 KB

Use this form to change some or all of your Managed Pension to a Control Pension. 

Change your pension payments

Form / PDF - 126.5 KB

Use this form to update your details, including where your Managed Pension is paid. Refer to the Pension payments calendar for payment dates. 

Pension payments calendar

/ PDF - 187.4 KB

This calendar shows the payment dates for pensions from 1 April – 30 June 2021.

Convert your Transition Pension

Form / PDF - 125.7 KB

Use this form to convert your Transition Pension to a Control or Managed Pension. 

Withdraw from your pension

Form / PDF - 134.7 KB

Use this form to request a lump sum payment from your pension. 

Withdrawing your super - DB

Form / PDF - 182.7 KB

Use this form to make a withdrawal or payment from your defined benefits account. 

Investment Guide (IBR)

IBR / PDF - 5.2 MB

Get information about the risks of super, how we invest your money and investment options. 

Change your investments

Form / PDF - 105.1 KB

Use this form to change your investment options in Spirit Super. 

Change your pension investments

Form / PDF - 105.3 KB

Use this form to change your investment options in your Control Pension or Transition Pension account. 

Insurance guide

IBR / PDF - 7.5 MB

Get important information about insurance with Spirit Super including fees, eligibility, cancellation, conditions and exclusions.

Apply for cover

Form / PDF - 119.9 KB

Use this form to apply for insurance.  

Keep my cover

Form / PDF - 103.6 KB

Use this form to tell us you don't want your insurance cancelled while your super account is inactive.

Life event

Form / PDF - 121.9 KB

If you’ve recently experienced a major life event such as buying a home, getting married or having a child, you may be eligible to increase your death and total and permanent disablement cover without needing to provide medical evidence. Conditions apply and you must apply within 60 days of the event. Read the Insurance guide or contact us for more information. 

Manage your cover

Form / PDF - 112.5 KB

Use this form to make changes to your cover, including converting default cover to fixed cover, and reducing or cancelling your cover.

Occupation rating

Form / PDF - 89.2 KB

Use this form to apply to change your occupation rating. Read the Insurance guide for more information about occupation ratings.

Transfer your insurance

Form / PDF - 123.5 KB

Use this form to transfer your existing insurance with another fund to Spirit Super.  

Cancel a binding death benefit nomination

Form / PDF - 98.1 KB

Use this form to cancel your binding death benefit nomination. 

Choose your non-binding beneficiaries

Form / PDF - 399.9 KB

Use this form to make a non-binding nomination. Check out the Nominating your beneficiaries fact sheet for more information. 

Extra binding death benefit nomination

Form / PDF - 167.2 KB

Use this form if you have extra nominations to make for your binding death benefit nomination. 

Make a binding death benefit nomination

Form / PDF - 418.8 KB

Use this form to make a binding death benefit nomination. Check out the Nominating your beneficiaries fact sheet for more information. 

Renew your binding death benefit nomination

Form / PDF - 352.3 KB

Use this form to renew your binding death benefit nomination. Check out the Nominating your beneficiaries fact sheet for more information. 

Reversionary beneficiary nomination

Form / PDF - 140.0 KB

Use this form to add, change or remove a reversionary beneficiary to/from your Spirit Super pension account. Check out the Nominating your beneficiaries fact sheet for more information. 

Change your details

Form / PDF - 153.2 KB

Use this form to tell us whenever your personal details change. 

Provide your TFN

Form / PDF - 89.8 KB

Use this form to tell us your tax file number (TFN). If you don’t provide your TFN, you may pay more tax than you need to. Plus you won’t be able to make some types of contributions.

Third Party authorisation form

Form / PDF - 155.0 KB

Use this form to give someone else permission to access your account information.  

Pay advice fees from your account

Form / PDF - 133.2 KB

Use this form to have your personal financialadvice fee paid from your Spirit Super account. Check out the Paying advicefees from a Spirit Super account fact sheet for more information.

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