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Superannuation forms

Here are all the forms you need to join Virgin Super and manage your superannuation account. All forms are PDFs: you'll need Adobe Acrobat reader to view them.

Join Virgin Super

Manage your super

Product Disclosure Statement

Personal Membership Form If you're an individual keen to join Virgin Super, then this is the form for you! (Remember you can also sign up via our online application)
Member Guide - Product Disclosure Statement
A very, very, very important document for you to read when considering Virgin Super as the place to invest your retirement savings.  It's where we keep all the little details.
Insurance Guide Product Disclosure Statement The information you need to help decide whether Virgin Super’s got the right insurance options for you.
Joint Financial Service Guide An important document which we are required to give you. This FSG is intended to help you understand who we are, how we work, our relationship with the Administrator, Pillar Administration and the services we will provide you.
Tax File Number Form If we don't have your TFN on record we may have to charge you higher tax rates on your superannuation contributions.
Rollover Form For consolidating your existing super funds into your Virgin Super account.
Super Choice Form A form you give to your employer asking them to pay your superannuation contributions into your Virgin Super account.
Letter of Compliance If you tell your employer you’ve chosen to make standard 'super contributions' to your Virgin Super account, give this to them so they know Virgin Super is a legally compliant super fund.
Personal Health Statement If you fit one of the descriptions below this is the form for you:
  • you would like death only cover greater than $350,000
  • you would like Death & Total Permanent Disablement (TPD) cover of more than $350,000)
  • you would like income protection cover
  • you’re an existing Virgin Super member and you would like to add to your existing cover.
Binding Death Nomination Form If you'd like to leave your super to a particular person, we need to formalise this bit with your autograph.
Regular Voluntary Contributions Via DD Form A form for setting up a direct debit for regular superannuation contributions to your Virgin Super account from your bank account.
Insurance Application Form For Death only or Death and Total Permanent Disability for a value up to and including $350,000.  It’s where we keep all the little details.
Investment Option Form Fancy picking your own asset classes rather than a Life Stage Tracker option – this is the form you need.
Baby Break Application Form To apply for the Baby Break benefit, send us this form along with a letter from your employer confirming your maternity or paternity leave dates.
Overseas Transfer Form If you're an existing member and want to complete a UK or overseas pension you'll need this form.

Form

What the forms is for

Virgin Super Member Guide - Product Disclosure Statement A very, very, very important document for you to read when considering Virgin Super as the place to invest your retirment savings. It's where we keep all the little details.
Supplementary PDS (SPDS) Another important document that tells you about a change we made here at Virgin Super since we issued our Member Guide Product Disclosure Statement in June. This Supplementary PDS (SPDS) will help you understand what has changed and how it could affect you.
Insurance Guide - Product Disclosure Statement The information you need to help decide whether Virgin Super's got the right insurance options for you.

 

 


Prepared by Virgin Money Financial Services Pty Ltd ABN 51 113 285 395, AFSL 286869 for The Trust Company (Superannuation) Limited ABN 88 436 608 094, AFSL 235153 as Trustee for Virgin Superannuation ABN 88 436 608 094.

You should consider our Product Disclosure Statement which can be found on our website. Please note this information does not constitute personal financial product advice, and you may wish to consult your financial adviser before making a decision about whether Virgin Superannuation fits your objectives, financial situation and needs.