Quick access to the important information you need
Whether you’re searching for annual reports, performance data, disclosure documents, or forms, you’ll find it here.
Forms
Below you can find forms for super and retirement. These forms, as well as forms specific to your plan, are also available when you log in to the member portal account.
Superannuation
Forms for Mercer Super corporate and personal members. Log in to the member portal for additional forms.
- Expand all
- |
- Collapse all
Retirement
Forms for members in Mercer SmartRetirement Income. Log in to the member portal for more member forms.
Learn more about your retirement journey with Mercer Super here.
- Expand all
- |
- Collapse all
Employer Forms
Forms for employers with a Mercer Super Plan
Adviser forms
Forms for advisers with clients in Mercer Super
Can’t find what you’re looking for?
Check the documents section in your Mercer Super account or call us on 1800 682 525, Monday to Friday 8am-7pm (AEST/AEDT).

1 Combining your super can be a significant financial decision. If you decide to combine all or part of your other super account(s), carefully consider how this may have an impact on your existing insurance, contribution and tax arrangements, fees or charges, or any other benefits you may lose. If you intend to claim a tax deduction on your personal contributions, you will need to provide your existing fund with a notice of intent to claim before combining your super. We recommend you seek financial advice before deciding whether to combine your super accounts.
Issued by Mercer Superannuation (Australia) Limited (MSAL) ABN 79 004 717 533, Australian Financial Services Licence #235906, the trustee of the Mercer Super Trust ABN 19 905 422 981 (‘Mercer Super’).
Any advice provided is of a general nature and does not take into account your objectives, financial situation or needs. Before acting on any advice we recommend you obtain your own financial advice and consider the Product Disclosure Statement available at mercersuper.com.au. The product’s Target Market Determination setting out the class of people for whom the product may be suitable can be found at mercersuper.com.au/tmd. ‘MERCER’ and Mercer SmartSuper® is an Australian registered trademark of Mercer (Australia) Pty Ltd ABN 32 005 315 917.