How to invest or roll over
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Page numbers and forms named in this section refer to the Product Disclosure Statement
When you apply to join, indicate on the application form which investment strategy or strategies you would like to invest in. You may change these instructions at any time. Investment instruction/switch forms are contained in the Product Disclosure Statement and are available on this website. When your monies are invested, reinvested or switched, the trustee may deduct the new member and contribution fees and buy sell spread (if applicable) and taxes described in the Fees and other costs section. Similarly, when meeting your withdrawal request, the trustee may deduct the withdrawal fees described in the Fees and other costs section.
If you do not nominate your selection of investment strategies on the application form, your funds will be invested in the Australian Ethical Balanced Strategy.
Should you decide to invest with us, you should keep the Product Disclosure Statement, together with any information we send to you for example, any member investment information or statements, future brochures, and any other statements or notices you receive from us for future reference when making any transactions or switching between strategies. Note that for a limited period of time you have cooling off rights if you change your mind after investing with us – please refer to page 34 of the Product Disclosure Statement for full details.
Application forms
Please note that we accept only original application forms (Forms A and B) torn from the Product Disclosure Statement or those printed from electronic statements supplied by us. Only original forms posted to us will be accepted. If you require more copies of the Product Disclosure Statement please contact us.
Joining the Fund – accumulation and rollover
You should:
- Read the Product Disclosure Statement. If you have any queries speak to your adviser or contact us.
- Complete and sign the Accumulation and Rollover Application for Membership (Form A).
- If you have superannuation benefits held by other funds that you wish to transfer to Australian Ethical Superannuation, please complete Form D or contact us for more information.
- Attach a cheque (or Direct Debit Request – Form E). If you are sending a cheque and this is a spouse contribution or you are self-employed, complete and sign the Personal Contribution Remittance Advice form (Form G).
- Forward the application and all other items to your adviser or to Australian Ethical Superannuation at the address indicated on the inside back cover.
Once you have been accepted into the Fund, you will receive notification in writing of your member number, followed shortly by confirmation of your initial investment.
Account based income stream applicants
If you wish to commence an account based income stream you should:
- Read the Product Disclosure Statement. If you have any queries speak to your adviser or contact us.
- If the money to start your account based income stream is not coming from an existing superannuation fund then complete both Forms A and B and include a cheque to establish the account.
- If you are starting your income stream with money from another superannuation fund, complete Form B only and then either arrange for the other fund to send a cheque to us or complete the Whole balance transfer authority (Form D).
- If you would like your income stream to be paid directly to your bank account, complete the payment instructions on the application form.
- Obtain and complete a tax file number declaration form, available from your adviser, some newsagents or the Tax Office (phone 1300 720 092 for a copy to be mailed to you or order online, see www.ato.gov.au) and include it with your application.
- Forward the application and all other items to your adviser or to Australian Ethical Superannuation at the address indicated on the form
If you are not an existing member of the Fund, you will receive notification in writing of your member number. Applicants will also receive confirmation of their investment followed shortly thereafter by your income stream details for the first year. Please note that income streams commenced during the year will be paid on a pro rata basis to the next 30 June.
Rolling over money from another superannuation fund
If you are not a member of our Fund, complete the Accumulation and rollover application for membership (Form A) and the Whole balance transfer authority (Form D).
If you are an existing member complete the Whole balance transfer authority (Form D).
Forward completed forms to Australian Ethical Superannuation at the address indicated on the inside back cover of the PDS.