Forms for members who are starting to think about retirement or are already retired.
Retirement documents and forms
Retirement documents and forms
For members who are starting to think about retirement.
Product disclosure statement
PDF 18272881 KB
Target market determination
PDF 1075144 KB
Transition to Retirement Income account
Deduction for personal super contributions
PDF 226116 KB
Roll your super into Catholic Super
PDF 210976 KB
Making a death benefit nomination
PDF 969234 KB
For members who are fully retired.
Product disclosure statement
PDF 21727583 KB
Target market determination
PDF 1074429 KB
Retirement Income account
Deduction for personal super contributions
PDF 226116 KB
Roll your super into Catholic Super
PDF 210976 KB
Making a death benefit nomination
PDF 969234 KB
Change your details
PDF 205325 KB
Withdrawal and rollover
PDF 328042 KB
Change your investments
PDF 202482 KB
Tax File Number notification
PDF 199084 KB
Making a death benefit nomination
PDF 969234 KB
Third party authority form
PDF 155716 KB
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We acknowledge all First Peoples of the beautiful lands on which we live and work, and their enduring knowledge and connections to Country. We honour the wisdom of and pay respect to Elders past and present.