Forms and publications

Download documents regarding our products and services as well as information about different aspects of super and investments.

Popular documents


MySuper Dashboard
Details of the MySuper investment option.


Choice of fund form
Use this form to have your employer contributions made into your Plum Personal Plan account.


Proof of Identity Guide

Use this guide to access information on how to provide us with acceptable identification documents when submitting cash withdrawals.

  • Authority to release information form

    Would you like a third party (such as an adviser or family member) to call Plum to make enquiries about your account? Please complete this form and post, email or fax it to Plum. Please note a third party is not authorised to make changes to your account

  • Choice of fund form

    Use this form to have your employer contributions made into your Plum Super account.

    Letter of Compliance

    If you have completed the generic ATO Super standard choice form, attach this letter to your form to give to your employer.

    Personal Plan - Investment-Menu

    An explanation of the investment options available in the Plum Personal Plan.

    Personal Plan - Fee Brochure

    This brochure contains additional information about the fees and costs referred to in the 'Fees and Costs' section of the PDS.

    Personal Plan – Insurance Guide

    We’re making some changes to the Insurance Guide so it’s not available at the moment. If you’ve got any questions about your insurance give us a call on 1300 55 7586 and we’ll be happy to help.

    You can also check out the Product Disclosure Statement for general information about your insurance, which is available when you log in to your account.

    Redundancy Fact Sheet

    Understand your next steps in the event of a redundancy.

    Borrowing costs flyer

    This flyer provides information about the Plan's borrowing (gearing) costs.

    Payment instruction form

    Use this form to provide your payment instructions.

Disclosure and Governance

Fund Information