Forms & Publications

Fact sheets

We’re completing our merger
You’re now a member of a bigger and stronger fund. We have a service transition period in place until 21 November. Go to the merger hub for all the details.

How super works guide

PDS, Guide / PDF

How to open an account guide

Factsheet / PDF

Information on how to open a CareSuper account.

How to transfer your SMSF to CareSuper

Factsheet / PDF

Information on how to transfer your self-managed super fund (SMSF) to CareSuper.

Retirement bonus

Factsheet / PDF

Information on a bonus you may be eligible to receive when you open a retirement income account with CareSuper.

Retirement income payments calendar

Form / PDF

This calendar shows the payment dates for retirement incomes from 1 July 2024 - 30 June 2025.

Access your super

Factsheet / PDF

Information on how and when you can access your super.

Access your Defined Benefit

Factsheet / PDF

Information on how and when you can access your defined benefit.

Early access to your super

Factsheet / PDF

Information on the special circumstances where you may be able to access your super early.

First home super saver scheme

Factsheet / PDF

Information on using the tax-friendly environment of super to help save a deposit for your first home.

Temporary residents departing Australia

Factsheet / PDF

Information on how you can claim the super you earned as a temporary resident once you leave Australia.

Transferring your super to a KiwiSaver

Factsheet / PDF

Information on transferring your Australian super to a KiwiSaver scheme under the Trans-Tasman portability scheme, after permanently moving to New Zealand.

Making a death claim

Factsheet / PDF

Information on the process of claiming a death benefit.

Nominating your beneficiaries

Factsheet / PDF

Information on the different types of nominations you can make for your death benefit.

Boost your spouse's super

Factsheet / PDF

Information on the spouse contribution tax offset and how you can split your eligible contributions with your spouse. 

Boosting your super with government help

Factsheet / PDF

Information on the co-contribution and low-income superannuation tax offset strategies, including the income thresholds.

Claiming tax deductions for contributions

Factsheet / PDF

Information on claiming tax deductions for contributions.

First home super saver scheme

Factsheet / PDF

Information on using the tax-friendly environment of super to help save a deposit for your first home.

Salary sacrifice and super

Factsheet / PDF

Information on the salary sacrifice strategy.

Super contributions

Factsheet / PDF

Information on the different ways you can contribute extra money to help grow your super.

Thinking of downsizing your home?

Factsheet / PDF

Information on how members aged 55 and over could contribute the proceeds from the sale of their family home to super.

Clearing house start-up guide

Factsheet / PDF

Understanding your super obligations

Factsheet / PDF

Direct Investment option guide

Factsheet / PDF

Important information on our Direct Investment option.

Market volatility

Factsheet / PDF

Markets will always move up and down, and the way you react to volatility can make a big difference in the long-term.

Guide to providing proof of ID

Factsheet / PDF

Information on how to provide your proof of ID.

Member Online

Factsheet / PDF

Information on what you can do in Member Online to look after your super. 

Paying advice fees from your CareSuper account

Factsheet / PDF

Information on paying advice fees from your CareSuper account.

Compliance statement

Factsheet / PDF

Super and family law

Form / PDF

Information on the process of what can happen with your super while going through a divorce.