Start or manage a pension account

Set up an Income account

Set up a Retirement or Transition to Retirement Income account

• Activate account in Member Online

Investment choice

To change investment options.

• To make an investment choice, complete the Investment Choice form or have your client log into Member Online. See additional investment resources eg. SoA’s, fees, Research & Ratings and performance figures.

Restart/Top-up your Income account

To add extra money to your client's Income account.

• Restart/Top-up Income account in Member Online

Binding death benefit nomination

Use this form to make, change or cancel a binding death benefit nomination.

Income account withdrawal request

Use this form to request additional income payments or lump sum withdrawals from your Income account

Change of details

To update your address or beneficiary details, advise us of a name change, your Tax File Number, or get access to Member Online.

• Use Member Online to change your details

Advice fee request form

• Financial Adviser online registration form

Authority to access member information

A third party authority form to access your client’s Sunsuper information.

Pension product information

• Find out more about Income accounts Check out the PDSs and guides

Upload a form via Contact us

• Upload a form via Contact us

Check out which forms we are unable to receive electronically

• Check out which forms we are unable to receive electronically