Forms & docs

All the max forms you could possibly need are here for you to
download.

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General

Max Super MySuperProduct Disclosure Statement
Download
Product Disclosure Statement (PDS) Update – Changes to Default Insurance
Download
max Super MySuper Reference Guide
Download

Setting up an account and changing details

Max Super Application Form.
Download

Want to transfer other super funds into max? Fill this
out.
Download

Follow these instructions and you’ll have your ID together in no time.
Download

Your boss may ask for this when they start making contributions to your
max Super account. It’s also included in the Employer
Choice Pack.
Download

Want to tell your employer to put your super directly into your
max account? Fill this out. It’s also included in the
Employer Choice Pack.
Download

Use this form to change your investment option.
Download

Who gets your super when you’re pushing up the daisies? Nominate your
beneficiaries using this form.
Download

You’ll need to fill this out when applying for Income protection
insurance, or Death / Death & TPD.
Download

Use this form when applying for Severe financial hardship.
Download

Under superannuation law, we can only release your super to you on the
grounds of severe financial hardship if you can meet specific
eligibility criteria. It’s important to understand how it works before
starting an application. If you have any questions or just want to have
the rules explained, the Max Team is here to help you.

Use this form to change your membership details.
Download

Use this form if you want to cash in your benefit. This form should not
be used by temporary residents.
Download

Use this form if you want to cash in a death benefit.
Download

Making Contributions

This if for employers to send to max when they make employee
contributions, so we know which employee(s) to allocate the money to.
Download

Get all the how-to info on growing your superannuation with rollovers
and contributions. It’s also included in the Voluntary Contribution kit.
Download

Use this form in order to make a one-off personal contribution, or to
set up recurring personal contributions via direct debit.
Download.

If you’re self-employed and want to claim a tax deduction for any
personal contributions, you’ll need to complete this form and send it to
us at the end of the financial year (30 June).
Download from ATO.

Documents

Max Super Trust Deed
Download

Max Super Trust Deed – Deed of Retirement and Appointment
Download

Financial statements for the Max Super Fund for the year ended 30 June
2019
Download
Financial statements for the Max Super Fund for the year ended 30 June
2018
Download
Financial statements for the Max Super Fund for the year ended 30 June
2017
Download
Financial statements for the Max Super Fund for the year ended 30 June
2016
Download
Financial statements for the Max Super Fund for the year ended 30 June
2015
Download
Financial statements for the Max Super Fund for the year ended 30 June
2014
Download
Financial statements for the Max Super Fund for the year ended 30 June
2013
Download

max Super Annual Report for the 2019 financial year.
Download
max Super Annual Report for the 2018 financial year.
Download
max Super Annual Report for the 2017 financial year.
Download
max Super Annual Report for the 2016 financial year.
Download
max Super Annual Report for the 2015 financial year.
Download
max Super Annual Report for the 2014 financial year.
Download
max Super Annual Report for the 2013 financial year.
Download

max Super MySuper Dashboard
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Significant Events Notices

Protecting Your Super
Download
Investment Options Closure 2019
Download
Change of Trustee for max Super December 2016
Download
New Investment Option (Max Super) April 2016
Download
New Investment Option (Max Corporate) April 2016
Download
Life Insurance Rates (Max Super MySuper) May 2014
Download
Group Salary Continuance Insurance Rates (Max Personal) May 2014
Download
Life Insurance Rates (Max Personal) May 2014
Download
Group Salary Continuance Insurance Rates (Max Business Smart Cover) May
2014
Download
Life Insurance Rates (Max Business Smart Cover) May 2014
Download
Changes in Insurance Premium Rates March 2014
Download

Announcements

Market volatility and your Super
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Coronavirus and your Super
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