Member forms and documents
Find forms and documents to help manage your super
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.
Disclosure
documents
Product Dashboards
Governance and Trustee documents
Annual reports
Quarterly investment updates
Target Market Determinations
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 your Member Online account.
Superannuation
Forms for Mercer Super corporate and personal members. Log in to Member Online for additional forms.
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Retirement
Forms for members in Mercer SmartRetirement Income. Log in to Member Online for more member forms.
Learn more about your retirement journey with Mercer Super here.
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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.
Disclaimer: This content has been prepared on behalf of Mercer Superannuation (Australia) Limited (‘Mercer Super’), ABN 79 004 717 533, Australian Financial Services Licence #235906, the trustee of the Mercer Super Trust ABN 19 905 422 981. Any advice is of a general nature only, and does not take into account the personal needs and circumstances of any particular individual. Prior to acting on any information, you need to take into account your own financial circumstances. Please consider the Product Disclosure Statement, Product Guide, Insurance Guide, and Financial Services Guide before making a decision about the product, or seek professional advice from a licensed, or appropriately authorised financial adviser if you are unsure of what action to take. Past performance is not a reliable indicator of future performance. 'MERCER' is a registered trademark of Mercer (Australia) Pty Ltd ABN 32 005 315 917.