Publications and forms

 

• Product Disclosure Statements
  • Defined Benefit Handbook

    Description:

    This handbook is for Defined Benefit (DB) members only and describes the main feature of the DB membership. This membership category is closed to new members.

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    Filesize:

    813460 Bytes

  • ESI Super Member Guide

    Description:

    This Guide describes the major features, fees, insurance offerings and investment options of ESI Super. You should read this before making your choice to become an ESI Super member. Employees of some participating employers may receive additional super benefits provided by the employer. A part Two - ESI Super Other Information is provided to these employees when they join ESI Super.

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    Filesize:

    2649342 Bytes

  • Income Stream PDS

    Description:

    This booklet describes the main features of the ESI Super Income Stream and will help you understand its benefits and conditions. You should read this PDS before you make a decision to take out an ESI Super Income Stream.

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    Download

    Filesize:

    1701121 Bytes

• Forms
  • Transfer your super

    Description:

    To roll your other super accounts into ESI Super, complete this form and return it to ESI Super. We'll do the rest.

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    Filesize:

    114653 Bytes

  • Lump sum contribution payment

    Description:

    To make lump sum contributions to your account, complete this form and return it to ESI Super.

    Download:

    Download

    Filesize:

    261331 Bytes

  • Spouse contribution advice

    Description:

    This form must be completed and sent to ESI Super with any eligible spouse contributions paid.

    Download:

    Download

    Filesize:

    242294 Bytes

  • Binding death benefit nomination

    Description:

    To make a binding death benefit nomination complete this form and return it to ESI Super.

    Download:

    Download

    Filesize:

    253007 Bytes

  • Non-binding death benefit nomination

    Description:

    To make a non-binding death benefit nomination complete this form and return it to ESI Super. For information on non-binding death benefit nominations refer to the Member Guide.

    Download:

    Download

    Filesize:

    211631 Bytes

  • Tax File Number (TFN) notification

    Description:

    Use this form to provide your Tax File Number to ESI Super

    Download:

    Download

    Filesize:

    206609 Bytes

  • Change of investment choice

    Description:

    If you wish to change your existing investment choice, please complete all sections of this form and return it to ESI Super.

    Download:

    Download

    Filesize:

    198834 Bytes

  • Change of investment choice - Income Stream/Pension

    Description:

    If you are an Income Stream/Pension member and wish to change your excisting investment choice, please complete all sections of this form and return it to ESI Super.

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    Download

    Filesize:

    199943 Bytes

  • Change of insurance

    Description:

    To apply for additional units of cover or to cancel or reduce your insurance cover, please complete this form and the Standard Personal Statement (see below) and return it to ESI Super.

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    Download

    Filesize:

    108269 Bytes

  • Personal statement

    Description:

    In order to apply for or change your insurance cover, you will need to complete all questions in this Standard Personal Statement and return it to ESI Super. Please initial and date any mistake you may make when you are completing this form.

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    Download

    Filesize:

    468984 Bytes

  • Contribution splitting request

    Description:

    If you wish to split your contributions with your spouse, then both you and your spouse will need to complete this form and return it to ESI Super.

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    Download

    Filesize:

    284036 Bytes

  • Proof of identity

    Description:

    ESI Super is required by AML and CTF legislation to gather specific documentation to varify your identiy. Please complete this form and attach the relevant documents so we can update our records.

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    Filesize:

    60682 Bytes

  • Benefit payment request (partial withdrawal)

    Description:

    If you wish to make a partial withdrawal, please complete this form and return it to ESI Super. If you wish to close an account or your membership with ESI Super please contact us on 1300 363 240.

    Download:

    Download

    Filesize:

    175701 Bytes

  • Choice of Fund
    • Choice of fund letter

      Description:

      This letter is to advise other funds that ESI Super is a complying superannuation fund.

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      Download

      Filesize:

      1089024 Bytes

    • Standard Chioce Form

      Description:

      If you would like your employer to contribute to ESI Super on your behalf, please give them a completed Standard Choice Form.

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      Download

      Filesize:

      172384 Bytes

    • Employer contribution remittance

      Description:

      Your employer must complete this form and send it to ESI Super with each payment to enable us to identify and invest your contribution.

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      Download

      Filesize:

      216622 Bytes

  • Deduction for personal super contributions

    Description:

    If you are self-employed and intend to claim a tax deduction for contributions or want to vary a previous notice of intent to claim please complete this form.

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    Download

    Filesize:

    192930 Bytes

  • Account linking request

    Description:

    Please complete this form if you wish to link your and/or your spouse's accounts in ESI Super for fee purposes.

    Download:

    Download

    Filesize:

    221120 Bytes

  • Authority to release information

    Description:

    Use this form to authorise ESI Super to provide information about your superannuation account/s in ESI Super to an individual or organisation.

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    Download

    Filesize:

    195132 Bytes

  • Retirement declaration

    Description:

    Use this form to advise ESI Super that you have retired. It may be required if you wish to access your super after you have reach your preservation age.

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    Download

    Filesize:

    185544 Bytes

• Fact sheets
  • Tax and your super the facts

    Description:

    This fact sheet explains the taxation applied to your contributions, investment returns and benefit payments.

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    Download

    Filesize:

    98620 Bytes

  • Switching

    Description:

    This fact sheet willl help you understand how ESI Super processes your change of investment choice request.

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    Download

    Filesize:

    182722 Bytes

  • Contributions

    Description:

    This fact sheet will help you understand the different types of contributions and how much you are entitled to contribute each year.

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    Download

    Filesize:

    100201 Bytes

  • Government co-contributions

    Description:

    You may be able to have up to $1,000 from the Government added to your superannuation account if you qualify for the Government's Co-contribution scheme. For more information, read this Fact Sheet.

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    Download

    Filesize:

    233626 Bytes

  • Concessional contributions for Defined Benefit members

    Description:

    This fact sheet is directed at DB members of ESI Super. It explains concessional contributions and notional taxed contributions for DB members and how notional taxed contributions are calculated.

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    Download

    Filesize:

    133874 Bytes

  • Transition to Retirement

    Description:

    This fact sheet has been prepared to help you understand how Transition to Retirement Income Streams work, some of the potential benefits and what conditions you must meet to qualify.

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    Download

    Filesize:

    80860 Bytes

  • Income Protection

    Description:

    This fact sheet provides information about Income Protection insurance through ESI Super and how it works.

    Download:

    Download

    Filesize:

    359432 Bytes

  • Salary sacrifice

    Description:

    The information in this fact sheet is directed at all members of ESI Super. It explains salary sacrificing and what you need to do to get started.

    Download:

    Download

    Filesize:

    56594 Bytes

  • Accessing your benefits

    Description:

    This fact sheet provides information on how and when you are able to withdraw money from your ESI Super accumulation style account.

    Download:

    Download

    Filesize:

    119890 Bytes

  • Death and Total and Permanent Disablement (TPD)

    Description:

    This fact sheet provides information about Death and Total and Permanent Disablement (TPD) insurance through ESI Super.

    Download:

    Download

    Filesize:

    424055 Bytes

  • Proof of identity requirements

    Description:

    When moving money between super funds or withdrawing money from your super you are now required, by law, to provide proof of your identity. Your super could be thousands of dollars so super funds need to be sure they are releasing super to the person to whom the entitlements belong.

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    Download

    Filesize:

    208761 Bytes

  • Superannuation and family law

    Description:

    General information about how superannuation entitlements may be split under ‘Family Law’ when a marriage or de facto relationship ends.

    Download:

    Download

    Filesize:

    218929 Bytes

• Newsletters
  • ESI Talking - Issue 1 2010

    Description:

    In this issue of ESI Talking, you can read about the Federal Budget announcement and what impact they could have on your retirement savings, along with an update of the proposed merger between ESI Super and SPEC Super, and much more.

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    Download

    Filesize:

    482319 Bytes

  • ESI Talking - Spring 2009

    Description:

    This newsletter contains information about our major insurance upgrade and how your family and friends will be able to join ESI Super from early November, and much more.

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    Download

    Filesize:

    198170 Bytes

  • ESI Talking - Defined Benefit edition

    Description:

    This newsletter is directed at Defined Benefit members. It contains an article on contribution caps, how to manage the market down turn and whether or not you have enough super to retire comfortably. And much more.

    Download:

    Download

    Filesize:

    278357 Bytes

  • ESI Talking - Accumulation edition

    Description:

    This newsletter is directed at accumulation members. It contains an article on the financial down turn and what has happened in the past 12 months. Mark Rabius, a member of the ESI Financial Services team also talks about how we can get better control of our finances. And much more.

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    Download

    Filesize:

    365530 Bytes

  • ESI Talking - Income Stream/Pension edition

    Description:

    This newsletter is directed at Income Stream/Pension members. It contains an article on the minimum pension relief, how to get subsidised financial advice through ESI Super and much more.

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    Download

    Filesize:

    207776 Bytes

  • ESI Talking - Special Edition 2009

    Description:

    This newsletter contains an article about the financial crisis and how it has affected ESI Super. It also details the changes for temporary residents accessing their super and a gentle reminder that it's co-contribution time again and much more.

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    Download

    Filesize:

    566191 Bytes

  • ESI Talking - Autumn 2009

    Description:

    This newsletter contains the third and final part of the series about investing your super. We also discuss: Why salary sacrifice into super? Is Transition to Retirement right for you? And much more.

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    Download

    Filesize:

    289292 Bytes

  • ESI Talking - Summer 2008

    Description:

    This newsletter contains the second in a series of three articles on investing your super, ESI Super's new Cash Deposit option and much more.

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    Download

    Filesize:

    1104872 Bytes

  • ESI Talking - Spring 2008

    Description:

    This newsletter contains the first in a series of three articles on investing your super, how much super is enough? and much more.

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    Download

    Filesize:

    3369995 Bytes

  • ESI Talking - Winter 2008

    Description:

    This newsletter contains articles about the Government co-contribution, investing your super in the Cash option vs. Cash in the bank and much more.

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    Download

    Filesize:

    1789161 Bytes

  • ESI Talking - Autumn 2008

    Description:

    This newsletter contains articles about the Trustee's investment process, the SRI Balanced option and much more.

    Download:

    Download

    Filesize:

    235698 Bytes

• Financial advice
  • Financial Services Guide

    Description:

    If you would like to know more details about the service provided by ESI Financial Services, please read the Financial Services Guide (FSG). An FSG will be provided to you at the time of your interview with the Representative.

    Download:

    Download

    Filesize:

    163262 Bytes

  • Financial Planning Questionaire

    Description:

    To assist the financial adviser, you should complete a Financial Planning Questionnaire prior to your appointment. The Questionnaire will ask for details on your current financial situation, as well as your future goals.

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    Download

    Filesize:

    484589 Bytes

  • Risk Profile Questionaire

    Description:

    To assist the financial adviser, you should complete a Risk Profile Questionaire prior to your appointment.

    Download:

    Download

    Filesize:

    50521 Bytes

  • Money well spent brochure

    Description:

    This brochure sets out key factors in identifying and using a financial adviser.

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    Download

    Filesize:

    386226 Bytes

  • Getting financial advice through ESI Super

    Description:

    Are you considering getting financial advice through ESI Super? Then this is the guide for you.

    Download:

    Download

    Filesize:

    229159 Bytes

• Annual Reports
  • 2009 Annual Report

    Description:

    For information about ESI Super's performance and financial position for the year ending 30 June 2009.

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    Download

    Filesize:

    2018158 Bytes

  • 2008 Annual Report

    Description:

    For information about ESI Super's performance and financial position for the year ending 30 June 2008.

    Download:

    Download

    Filesize:

    3329573 Bytes

  • 2007 Annual Report

    Description:

    For information about ESI Super's performance and financial position for the year ending 30 June 2007.

    Download:

    Download

    Filesize:

    1932413 Bytes

  • 2006 Annual Report

    Description:

    For information about ESI Super's performance and financial position for the year ending 30 June 2006.

    Download:

    Download

    Filesize:

    678080 Bytes

  • 2005 Annual Report

    Description:

    For information about ESI Super's performance and financial position for the year ending 30 June 2005.

    Download:

    Download

    Filesize:

    1629980 Bytes

• Trustee documents
  • Trust deed

    Description:

    The Trust Deed is the legal document that sets out the rights and duties of the Trustee, the participating employers and the members. It also sets out the rules for payment of benefits from ESI Super.

    Download:

    Download

    Filesize:

    375800 Bytes

  • Annual financial report

    Description:

    This document is the Annual financial report for the year ended 30 June 2009.

    Download:

    Download

    Filesize:

    161966 Bytes