Forms, Documents, Financials and Policies

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Forms Details

Rollover to other super fund

Rollover your AUSfund super into your other super fund 

Rollover to Self Managed Super Fund

Rollover your AUSfund super into your Self Managed Super Fund
Balance Under $200 Cash Claim If your AUSfund account balance is under $200, use this form to claim the amount as cash 
Application for Payment of Death Benefit Use this form to apply for a death benefit payment
Application for Benefit Compassionate Grounds Application for Early Release: Compassionate Grounds 
Permanent Incapacity Benefit Claim Form Request early release of your superannuation benefit on permanent incapacity grounds
KiwiSaver Fact Sheet and Claim Form Transferring your AUSfund account to your KiwiSaver account 
Departing Australia Superannuation Payment You can also apply online at www.ato.gov.au/departaustralia
Transfer to AUSfund Form Complete this form to transfer the whole balance of your super benefits to AUSfund
Change of details Form Use this form to change your details with AUSfund
A Guide to Verifying your Identity Instructions on how to verify your ID - for benefit payments under $200
A Guide to Certifying Your ID Instructions on how to certify your ID
About AUSfund Super  Details
AUSfund Consolidated Trust Deed 30 June 2013
Industry Fund Investments Limited Constitution 18 January 2005
Product Disclosure Statement PDS issued 12 September 2014. The PDS contains all you need to know about your AUSfund membership.
Important Additional Information The information in this document forms part of the AUSfund Product Disclosure Statement dated 12 September 2014.
Significant Event Notice From 1 January 2014 - Administration fee to be charged to all members and Removal of ability to make member and employer contributions to AUSfund

Joint Financial Services Guide (FSG)

Issued 6 September 2013. Information about our services, how our representatives are remunerated, and your rights as a client, including our complaints process.
AUSfund Financials/Reports Details
AUSfund Signed Financials 30 June 2013
AUSfund Signed Financials 30 June 2012
IFI Limited Signed Financials 30 June 2013
IFI Limited Signed Financials 30 June 2012
2013 Annual Report AUSfund's Financials and other important information for the 2012 - 2013 Financial Year
2012 Annual Report AUSfund's Financials and other important information for the 2011 - 2012 Financial Year
2011 Annual Report AUSfund's Financials and other important information for the 2010 - 2011 Financial Year
Policies  Details
Summary of Conflicts Management Policy 14 August 2013
Privacy Statement 7 March 2014
How AUSfund protects your personal information.