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Disclosure Documents and Forms

Product Information

Personal Superannuation & Retirement Service Product Disclosure Statement
Insurance Guide
Letter of Compliance & Payment Options

 

Application Forms

FormsDescription
Personal Super Service Application FormJoin simpleWRAP Super as a Personal member
Retirement Service Application FormJoin simpleWRAP as a Retirement Service member

 

General Forms

FormsDescription
Adviser Nomination, Service Fee and Authority FormThis form is to be completed when an existing member nominates a new adviser to manage his/her account.
Application to Cancel Insurance CoverThis form is to be completed to cancel insurance cover.
Application to Increase Cover due to Life EventApply to increase Life cover due to Life Event
Australian Standard Transfer FormThis form is to be completed for any off-market transfers.
Contribution Remittance Advice FormMake a contribution to your simpleWRAP account
Death Benefit Beneficiary Nomination FormMake a binding nomination of beneficiary
Direct Debit Request FormArrange to pay contributions via direct debit
Financial Hardship QuestionnaireMake a financial hardship claim
Insurance Application Form (Member's Personal Statement)Apply for Life, TPD and/or IP insurance cover
Insurance Transfer FormTransfer existing insurance cover from another super fund to simpleWRAP
Investment Strategy FormNominate your investments within your simpleWRAP account
Membership Alteration Advice FormChange your details or payment details
Online Service Registration Form for AdvisersTo apply for access to the online services facility (web)
Online Service Registration Form for MembersTo apply for access to the online services facility (web)
Related Accounts Application FormTo apply for administration fee discount across different products/accounts
Super Consolidation FormThis form is to be completed when rolling over funds into simpleWRAP Super account.
TFN Advice FormNotify simpleWRAP Super of your TFN number
Third Party Authority FormEstablish full access to SimpleWRAP Super
Withdrawal Advice – Pay MemberTo withdraw funds from your account
Withdrawal Advice – Rollover to Other FundTo withdraw funds from your account and rollover into another fund
Withdrawal Advice – Transfer to KiwiSaver FormTo withdraw funds from your account and transfer to KiwiSaver

 

Annual Reports

simpleWRAP Annual Report 2017
simpleWRAP Frequently Asked Questions Guide 2017
  • simpleWRAP © 2018
  • PO Box 3528, Tingalpa DC QLD 4173
  • 1300 586 165
  • enquiries@simplewrap.com.au