Forms and publications
Download documents regarding our products and services as well as information about different aspects of super and investments.
Complete this form to make an after-tax contribution into your account.
Complete this form to make a contribution to your account.
Find out about salary sacrifice contributions and how they can boost your savings.
Find out more about personal after-tax contributions.
Understanding how the concessional contribution cap applies in 2016 - 2017.
Some limits and thresholds for the 2016 - 2017 financial year.
Use this form to have your employer contributions made into your Plum Super account.
Plum Personal Plan - Product Disclosure Statement for members transferring from an employer-sponsored plan to the Plum Personal Plan
Plum Personal Plan - Insurance Guide for members transferring from an employer-sponsored plan to the Plum Personal Plan
This guide gives you information about the insurance available through your super.
An explanation of the investment options available in the Plum Personal Plan.
To access the Withdrawal form, please call a Member Services Consultant on 1300 55 7586, 8.00am - 7.00pm AEST (8.00pm daylight savings time), Monday to Friday.
Disclosure and Governance
An outline of the Personal Plan for new members.
An explanation of the investment options available in the Personal Plan.
Details of the MySuper investment option.
Plum Retirement Income Product Disclosure Statement.
Plum Superannuation Fund
Members of Plum Superannuation Fund were moved to the new MLC Super Fund by way of successor fund transfer on 1 July 2016. The information included below relates to the previous Trustee – PFS Nominees Pty Limited and the previous fund - Plum Superannuation Fund.
(Includes Rules for Appointment and Removal of Directors)
Records and Registers
Financial Statements and Reports
Executive Officer Information
Please note the Executive Officers Remuneration Disclosure listed cover the 2014 and 2015 Financial Years