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    • Forms And Documents Library

    • Life Insurance
    • Super & Investment
    • Health Insurance

    Life Insurance

    Priority Protection

    Important Documents

    • Priority Protection Product Disclosure Statement
      Download PDF >

    Forms

    • Application for Increase/Additions
      Complete Form>

    • Application for Non-Smoker Rates
      Complete Form>

    • Lost Policy Declaration (Cancellation)
      Complete Form>

    • Lost Policy Declaration (Lost/Destroyed)
      Complete Form>

    • Application for Reinstatement
      Complete Form>

    • Retail - Whole of Life products
      Complete Form>

    • Change of Address
      Complete Form>
    • Nomination of Beneficiary (Ordinary)
      Complete Form>

    • Nomination of Beneficiaries for Super Scheme
      Download PDF >

    • Direct Debit Request Service Agreement
      Complete Form>

    • Request for Alteration
      Complete Form>

    • Adviser Transfer Request
      Complete Form>

    TOTAL CARE PLAN, TOTAL CARE PLAN SUPER, SMSF PLAN, INCOME CARE, INCOME CARE PLUS AND INCOME CARE PLATINUM

    Important Note: The SPDS and PDS bundle dated 1 November 2019, is only for use for customers who take out a new replacement policy on or after 1 April 2020. Otherwise, you should refer to the original PDS, Policy Document and any subsequent notices issued to you.

    Important Documents

    • Tailored Protection Combined PDS And Policy Document
      September 2021 Download PDF >

    • SPDS and PDS bundle for Total Care Plan Super members and SMSF customers applying for a replcement policy 
      November 2019 Download PDF >

    Forms

    • Reinstatement and Declaration of Health Form
      Download PDF >

    • Direct Debit Request Form
      Download PDF >

    • Non-Lapsing Death Benefit Nomination Form (To be used with Total Care Plan Super)
      Download PDF >

    • Non-Binding Nomination of Beneficiary (To be used with Total Care Plan Super)
      Download PDF >

    • Binding Nomination of Dependant (To be used with Total Care Plan Super)
      Download PDF >

    • Nomination of Beneficiary (non superannuation) (To be used with Total Care Plan non super)
      Download PDF >

    • Non-smoker’s Declaration
      Download PDF >

    • Cancel my policy (formerly CommInsure Life insurance policies)
      Download PDF >

    POLICY UPDATE NOTICES

    • Total Care Plan, Life Protection, Income Care, Income Care Plus and Income Care Platinum
      Download PDF >

    • Total Care Plan Super
      Download PDF >
    • SMSF Plan
      Download PDF >

    • Income Protection
      Download PDF >

    LEGACY LIFE INSURANCE MEDICAL DEFINITION GUIDES

    (PREVIOUSLY COMMINSURE AND COLONIAL)

    Important Documents

    • Legacy Medical Definitions Reference Guide - COLRA
      Download PDF >

    • Legacy Medical Definitions Reference Guide - COMMRA
      Download PDF >

    • Legacy Medical Definitions Reference Guide – STA
      Download PDF >

    • Legacy Medical Definitions Reference Guide – COLSIS
      Download PDF >
    • Definition Notice – Terminal Illness – TI ETSL
      Download PDF >

    • Definition Notice – Terminal Illness – TI
      Download PDF >

    • Definition Notice – Terminal Illness – TI CFSIL
      Download PDF >

    Life Products

    (Previously Commonwealth Life)

    Important Documents

    • Medical Definitions Reference Guide
      Download PDF >

    • Accident Plan Policy Change Summary
      Download PDF >

    Accident Protection

    Important Documents

    • Accident Protection Product Disclosure Statement
      Download PDF >

    • Accident Protection Policy Document
      Download PDF >

    • Accident Protection Change Summary (2017)
      Download PDF >
    • Accident Protection Change Summary (2019)
      Download PDF >

    • Accident Protection Key Facts
      Download PDF >

    Crisis Recovery Protection

    • Medical Definitions Reference Guide
      Download PDF >

    Important Documents

    • Crisis Recovery Protection Product Disclosure Statement
      Download PDF >

    Home Loan Protection

    • Medical Definitions Reference Guide
      Download PDF >

    Important Documents

    • Home Loan Protection Product Disclosure Statement
      Download PDF >

    • Home Loan Protection Policy Document
      Download PDF >
    • Home Loan Protection Change Summary (2019)
      Download PDF >

    • Home Loan Protection Key Facts
      Download PDF >

    Injury Cash Protection

    Important Documents

    • Injury Cash Protection Product Disclosure Statement
      Download PDF >

    • Injury Cash Protection Policy Document
      Download PDF >

    • Injury Cash Protection Change Summary (2017)
      Download PDF >
    • Injury Cash Protection Change Summary (2019)
      Download PDF >

    • Injury Cash Protection Key Facts
      Download PDF >

    Lifestyle Protection

    Important Documents

    • Lifestyle Protection Product Disclosure Statement
      Download PDF >

    • Lifestyle Protection Policy Document
      Download PDF >

    • Lifestyle Protection Policy Change Summary (2017)
      Download PDF >

    Simple Life

    Important Documents

    • Simple Life Key Facts
      Download PDF >

    • Simple Life Medical Definitions Referece Guide dated 1 April 2021
      Download PDF >

    • Simple Life Policy Change Summary dated October 2019 
      Download PDF >

    • Simple Life Product Disclosure Statement (PDS) and Policy Documeny dated 1 November 2018
      Download PDF >

    • Simple Life Product Disclosure Statement (PDS) and Policy Documeny dated 30 January 2017
      Download PDF >
    • Update to the Simple Life Combined Product Disclosure Statement (PDS) and Policy dated 10 March 2016
      Download PDF >

    • Simple Life Supplementary Product Disclosure Statement (PDS) dated 25 April 2014 
      Download PDF >

    • Simple Life Product Disclosure Statement (PDS) and Policy Documeny dated 25 April 2014
      Download PDF >

    • Simple Life Product Disclosure Statement (PDS) and Policy Documeny dated 4 November 2013
      Download PDF >

    Term Life Protection

    • Medical Definitions Reference Guide
      Download PDF >

    Important Documents

    • Term Life Protection Product Disclosure Statement
      Download PDF >

    • Term Life Protection Policy Document
      Download PDF >
    • Term Life Protection Change Summary (2019)
      Download PDF >

    • Term Life Protection Key Facts
      Download PDF >

    Super and investment

    Forms and documents avaliable for personal super, deferred annuity, pension, whole of life, endowment and investment bond products previously branded Commonwealth, Colonial or CommInsure.

    Guaranteed Annuities LifeStream Guaranteed income

    For forms and documents relevant to Guaranteed Annuities Lifestream Guaranteed Income visit our product page:

    Annuities page >

    Investment Growth bond

    For forms and documents relevant to Investment Growth Bond visit our product page:

    Investment Growth Bond page >

    Super, Pensions and Deferred Annuities

    Product and Regulatory updates

    • SRF Fee Changes 2022
      Download PDF >

    • SRF Option Name Changes
      Download PDF >

    • SRF Strategic Asset Allocations
      Download PDF >

    • AIA Fee Changes 2022
      Download PDF >

    • AIA Option Name Changes
      Download PDF >

    • AIA Strategic Asset Allocations
      Download PDF >

    • AIA sell Super & Investments business to Resolution Life Australasia Limited (SRF)
      Download PDF >

    • AIA sell Super & Investments business to Resolution Life Australasia Limited (AIA)
      Download PDF >

      PensionSelect Product Disclosure Statement (PDS) 30 May 2022 – Part 1
      Download PDF >

    • PensionSelect Product Disclosure Statement (PDS) 30 May 2022 – Part 2
      Download PDF >

    • Investment Option Changes 2021
      Download PDF >

    • SRF Investment Options
      Download PDF 

    • SRF Group Insurance Rates effective 1 July 2020
      Download PDF >

    • 2020 Investment Management and Product Fee changes – Products issued by CMLA
      Download PDF >

    • 2020 Investment Management and Product Fee changes – Superannuation and Pension Products issued by ETSL
      Download PDF >

    • March 2020: Coronavirus support - Information on your Super options in uncertain times
      Download PDF >
    • June 2019: Protecting Your Super Package
      Download PDF >

    • June 2019: How your Super account is impacted
      Download PDF >

    • Fee Reductions to Cash Options for Personal Superannuation and Pension products 1 October 2020 (ETSL)
      Download PDF >

    • Fee Reductions to Cash Options for Commonwealth Rollover Fund 1 October 2020 (CMLA)
      Download PDF >

    • Investment Update 2020 (Commonwealth)
      Download PDF >

    • Investment Update 2020 (Colonial)
      Download PDF >

    • 2020 Unit price adjustment for products issued by ETSL
      Download PDF >

    • 2020 Fee Changes for products issued by ETSL
      Download PDF > 

    • 2020 Fee Changes for products issued by CMLA
      Download PDF >

    • Product News and Important Information 2021 – SRF
      Download PDF >

    • Product News and Important Information 2021 – AIA
      Download PDF >

    • Changes to your crediting rates 1 June 2020 (CMLA)
      Download PDF >

    • Changes to your crediting rates 1 June 2020 (ETSL)
      Download PDF >

    • 2020 Unit price adjustment for products issued by CMLA
      Download PDF >

    • Select Personal Superannuation Rates 2018
      Download PDF >

    • Removal of withdrawal and deferred entry fees 2019
      Download PDF >

    Whole of Life and Endowment

    Member Education

    • A Guide to Whole of Life, Endowment and Pure Endowment policies (non-superannuation and external trustee)
      Download PDF >

    • A Guide to Whole of Life, Endowment and Pure Endowment policies (Colonial Super Retirement Fund)
      Download PDF >

    Important Forms and Documents

    Performance Reports

    Market Commentary

    • 31 March 2022 
      Download PDF >

    • 31 December 2021 
      Download PDF >

    • 30 September 2021 
      Download PDF >

    • 30 June 2021
      Download PDF >

    • 31 March 2021
      Download PDF >
    • 30 December 2020
      Download PDF >

    • 30 September 2020
      Download PDF >

    • 30 June 2020
      Download PDF >

    • 31 March 2020
      Download PDF >

    Quarterly reports

    • Super and Investment Products – Quarterly Performance Report
      Download PDF >

    Annual reports

    • SRF Annual Performance Report 2021
      Download PDF >

    • AIA Annual Performance Report 2021
      Download PDF >

    PORTFOLIO HOLDINGS DISCLOSURE

    • Super and Investment Products - Portfolio Holdings Disclosure
      Find out more >

    Forms

    Regular Savings Plan

    • Personal Superannuation and Rollover Plan and SuperSelect
      Download PDF >

    Change of details

    • SuperSelect
      Download PDF >

    • PensionSelect
      Download PDF >

    • Personal Superannuation and Rollover Plan
      Download PDF >
    • Rollover Fund and Life Roll-Over Bond
      Download PDF >

    • Select Personal Superannuation and Select Allocated Pension
      Download PDF >

    Switch and change of strategy

    • Life Corporate SuperBonds and Business SuperBonds
      Download PDF >

    • PensionSelect Switch and Pension
      Download PDF >
    • SuperSelect
      Download PDF >

    • Personal Superannuation & Rollover Plan
      Download PDF >

    Additional Contribution

    • SuperSelect
      Download PDF >

    • Personal Superannuation and Rollover Plan
      Download PDF >

    Letter of Compliance

    • Super Retirement Fund
      Download PDF >

    • Rollover Fund
      Download PDF >

    Consolidate my super

    • Super Retirement Fund - Clife & Pru
      Download PDF >

    • Personal Super and Rollover Plan and SuperSelect
      Download PDF >

    • Select Personal Superannuation
      Download PDF >

    Increase insurance cover

    • Personal Super & Rollover Plan and SuperSelect
      Download PDF >

    • Select Personal Superannuation and formerly Colonial (C-life & Pru) products and Personal Superannuation Umbrella Investment Plans
      Download PDF >

    Direct Debit Request

    • Select Personal Super and Allocated Pension
      Download PDF >

    Trustee and Fund documents

    • Equity Trustees Superannuation Limited (ETSL) (ABN 50 055 641 757 AFSL No. 229757 RSE Licence L0001458) is a specialist independent superannuation trustee that provides trustee services to superannuation funds.

      If you would like to know more about ETSL, please visit www.eqt.com.au/superannuation

      Trustee disclosures are located on the Equity Trustees Superannuation Limited (ETSL) website:

      https://www.eqt.com.au/superannuation/board-and-governance
    • Super Retirement Fund - Register of Significant Event Notification
      Download PDF >

    • Super Retirement Fund - Trust Deed and Rules
      Download PDF >

    • Register of Material Outsourced Service Providers
      Download PDF >

    SRF Member outcomes assessments

    • View the Fund's latest Member Outcomes assessments
      Find out more >

    SRF Annual Member Meeting

    NOTICE OF ANNUAL MEMBER MEETING OF THE SUPER RETIREMENT FUND

    Equity Trustees Superannuation Limited (ETSL), the Trustee for SRF, held its Annual Member Meeting (AMM) on 13 December 2021.

    • View the Fund's Annual Member Meeting video, Minutes and responses to all member questions
      Find out more >

    Super retirement fund - Retirement income stratergy

    Our Retirement Income Strategy outlines how we can help members who are retired or are approaching retirement, to achieve a range of retirement objectives.

    View the Fund's Retirement Income Strategy
    Find out more

    You can access helpful articles and tools to help assess your readiness and manage your income in retirement here.

    Other helpful sources of information:

    • The Australian Government’s Financial Information Service: https://www.servicesaustralia.gov.au/financial-information-service
    • Financial Planning Association of Australia – Find a financial planner: https://fpa.com.au/find-a-planner/
    • MoneySmart: https://moneysmart.gov.au/

    Annual Reports

    • Super Retirement Fund Annual Report to Members – 2020/2021 
      Download PDF >
    • SRF Annual Financial Report – 30 June 2021
      Download PDF >

    Trustee Statement on Insurance in Super

    • Claims Handling & Vulnerable Consumers replaces The Insurance in Superannuation Voluntary Code of Practice (the Code)
      Download PDF >

    • For more information on insurance in the Super Retirement Fund*
      Download PDF >

    * ETSL and SRF has previously stated its intent to adopt the Insurance in Superannuation Voluntary Code of Practice (the Code). The Code had been scheduled to come into effect on 1 January 2022.

    Since the development of the Code, the majority of the requirements have been overtaken by legislative and regulatory reforms. In addition, many of the elements of the Code have already been implemented by the Super Retirement Fund to improve member experience.

    On the 30th of June, the Code Owners announced that the Code will no longer be required to be implemented in its current form. It will instead be replaced by two guidance documents focussing on Claims Handling and Vulnerable Consumers. These documents have been jointly developed by the Code Owners and the Super Retirement Fund will consider this guidance in our interactions with members.

    HOW WE SUPPORT CUSTOMERS REQUIRING ADDITIONAL SUPPORT WHEN MAKING A CLAIM

    Please review our Customers Requiring Additional Support policy to find out more.

    Insurance, Early Release and Coronavirus

    Your insurance held within Super Retirement Fund (SRF) covers you for pandemics, including the Coronavirus. This includes Death, Total and Permanent Disablement or Income Protection within your super account.

    Health Insurance

    Important Documents

    • Direct Debit Request Form
      Download PDF >

    • Direct Debit Request Service Agreement
      Download PDF >

    • Authority to Operate
      Download PDF >

    • Application for Suspension
      Download PDF >

    • Claim Form
      Download PDF >
    • Hospital Excess Refund Form
      Download PDF >

    • Application to Claim Travel and Accommodation Expenses
      Download PDF >
       
    • Medical Practitioner Certificate General Practitioner
      Download PDF >
       
    • Medical Practitioner Certificate Treating Specialist
      Download PDF >
       
    • Medical Condition and Accident Form
      Download PDF >
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    Copyright © 2021. AIA Group Limited and its subsidiaries or affiliates. All rights reserved. Priority Protection and Priority Protection for Platform Investors products are issued by AIA Australia Limited (ABN 79 004 837 861, AFSL 230043). AIA Vitality, a personalised, science-backed program that supports members every day to make healthier choices, is available with eligible products issued by AIA Australia. AIA Health with AIA Vitality is issued by AIA Health Insurance Pty Ltd ABN 32 611 323 034, a registered private health insurer governed by the Private Health Insurance Act 2007, Private Health Insurance Rules 2007 and the AIA Health Insurance Pty Ltd Fund Rules. The information on this website is current as at 1 April 2021 and may be subject to change. It is general information only and is not intended in any way to be financial, legal, tax, health, medical, nutritional or other advice. You should consider your own personal circumstances and needs and view the relevant product documents, fact sheets, fund rules and terms and conditions before making a decision to acquire such products. If necessary you should obtain professional advice from a financial, tax, medical or health professional. Unless expressly stated, any views or expressions of opinion (including any video content) do not represent the opinion of AIA.
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