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Forms & Documents

Here’s the important stuff, like legal documents, reports and forms.

ABN: 32 367 272 075
USI: 32 367 272 075 001

Simple Choice Super is a sub-plan of Grosvenor Pirie Master Superannuation Fund – Series 2, which is marketed under two brands – Simple Choice Super and Slate Super.

Can’t find what you’re looking for? Contact us.

Super Fund Documents

Product Disclosure Statement (PDS)

Contains all the important information needed to make an informed decision about joining Slate Super.

Additional Information Booklet

Contains important information about Slate Super, as well as additional information about superannuation and tax.

Insurance Guide

Contains important information about the insurance offerings available to Slate Super members.

Financial Services Guide

Contains important information about who we are and your rights as a client.

Grosvenor Pirie Master Trust No. 2 Trust Deed

Sets out the rules we follow as a super fund, and what the trustee can and can’t do.

2019 Annual Report

Annual report for Simple Choice Super, for the year ending June 30, 2019

Fund Payment Information

If you are notifying an employer when exercising choice of fund, you will need give them this information:
Please search for Slate Super using the following numbers: ABN 32 367 272 075, USI 32 367 272 075 001. Simple Choice Super is a sub-plan of Grosvenor Pirie Master Superannuation Fund – Series 2, which is marketed under two brands – Simple Choice Super and Slate Super.

If making an employer contribution or requesting a rollover using SuperStream:
Please search for Slate Super using the following numbers:  ABN 32 367 272 075  USI 32 367 272 075 001. Simple Choice Super is a sub-plan of Grosvenor Pirie Master Superannuation Fund – Series 2, which is marketed under two brands – Simple Choice Super and Slate Super.

Employer Information

General Compliance Certificate

Employers may require this certificate to set up contributions into Slate Super.

Fund USI: 32 367 272 075 001

Standard Choice Form

Complete this form and hand over to your employer if you’d like them to pay your super contributions into your Slate Super account.

Forms for Individuals

Application Form

You can download the printable application form or join online to become a member of Slate Super.

Rollover Form

Complete this form if you are already a member of Slate Super, and would like to rollover some money from another super fund into your Slate Super account.

Withdrawal Form

Complete this form to apply to make a withdrawal from your Slate Super account.

Departing Australia Superannuation Payment (DASP) Form

Complete this form if you are a former temporary resident who accumulated superannuation while working in Australia, and you’d like to apply to claim your super. Visit the ATO website for more information.

Providing Certified Identification Fact Sheet

Use this Fact Sheet to understand the types of documents that we can accept as proof of your identity and what you need to do to ensure that they are certified correctly.

Change of Details Form

Complete this form to update your personal details with Slate Super.

Personal and Spouse Contribution Form

Complete this form if you are intending to make a personal contribution into your Slate Super account, or into your spouse’s Slate Super account.

Nomination of Beneficiaries Form

Complete this form to inform the trustee about who you would like to receive the money in your Slate Super account in the case of your death.

Direct Debit Authority Form

Complete this form if you want to arrange to make regular personal contributions into your Slate Super account via a direct debit
from your nominated bank account.

Third Party Authority Form

Complete this form to allow a third party (other than a financial advisor) to request information in relation to your Slate Super account on your behalf.

Adviser Authority Form

Complete this form to allow your financial adviser to request information in relation to your Slate Super account on your behalf.

Contribution Splitting Form

Complete this form to split your superannuation contributions.

Early Release Due To Financial Hardship Form

Complete this form to apply to access some or all of your super due to severe financial hardship.

Early Release Due to Permanent Incapacity Form

Complete this form to apply to access some or all of your super if you are unable to work due to a medical condition.

Early Release Due to Terminal Medical Condition Form

Complete this form to apply to make a withdrawal from your Slate Super account due to having a terminal medical condition.

Application for Payment of a Death Benefit Form

Complete this form if you are a dependant of a deceased member of Slate Super.

Application to Transfer to a Kiwisaver Scheme Form

Complete this form to transfer your entire Slate Super account balance to a KiwiSaver Scheme if you have permanently
immigrated to New Zealand.

Family Law Instructions for Payment of Entitlement Form

Complete this form in order for the Family Law entitlement to be paid in accordance with the instruction received by the Trustee.

Application for Standard Insurance Cover

Complete this form to opt-in to Standard Cover through your Slate Super account.