PDS and Forms

AMG Personal Super & Pension

AMG Personal Super & Pension Product Disclosure Statement

AMG Personal Super & Pension Additional Information Booklet

AMG Personal Super Application

Join AMG Super as a Personal Super member

AMG Personal Pension Application

Join AMG Super as a Personal Pension member

AMG Personal Pension Restart Application

Restart an existing pension account

Investment Choice – AMG Personal Super & Pension

Select the initial investment options for your new Personal Super or Pension Account

Compliance Statement

Statement explaining that AMG is a complying superannuation fund including relevant payment details

Investment Switch

Switch between investment options and update the future investment mix within your existing Super or Pension account

Member Voluntary Contribution

Make a member voluntary contribution

Request to Transfer

Transfer funds from another super fund into your AMG Super account

Standard Choice – AMG Personal Super & Pension

Choose AMG Super as your super fund with your employer

AMG Corporate Super

AMG Corporate Super Product Disclosure Statement

 

AMG Corporate Super Additional Information Booklet

 

AMG Corporate Super Member Application

Open a Corporate Super account

AMG Corporate Super Employer Registration

For employers who have employees whom are existing members of AMG Super and would like to obtain an employer number

AMG Corporate Super Employer Application

Apply for membership benefits for your employees

Investment Choice – AMG Corporate Super

Make an investment selection in your Corporate Super Account

Compliance Statement

Statement explaining that AMG is a complying superannuation fund including relevant payment details

Investment Switch

Switch between investment options and update the future investment mix within your existing Super or Pension account

Member Voluntary Contribution

Make a member voluntary contribution

Request to Transfer

Transfer funds from another super fund into your AMG Super account

Standard Choice – AMG Corporate Super

Choose AMG Super as your super fund with your employer

Insurance

Insurance Cover Application

Apply for death, total and permanent disablement (TPD) and/or income protection (IP) insurance cover

Click Download for a paper application, or click Online Application – Insurance Cover to begin your insurance application online.

Insurance Transfer

Transfer of existing insurance cover from another super fund to AMG Super

Occupational Rating Guide

Review the risk factor of your occupation

Insurance Reinstatement Application

Request your insurance cover to be reinstated

Life Events Cover Application Form – AMG Corporate Super & AMG Core Super

Apply for Life Events Cover

Occupation Rating Form – AMG Corporate Super & AMG Core Super

Apply for a White Collar or Professional occupation rating on your insurance cover

Click Download for a paper application, or click Online Application – Occupation Rating to submit your request online.

Occupation Rating Form – AMG Personal Super

Complete this form if your type of occupation has changed to ensure you are being charged the correct insurance premium

General Forms

Adviser Nomination

This form is to be completed when an existing member nominates a new adviser to manage his/her account

Adviser Registration

This form is to be completed when a new adviser registers with AMG Super

ATO Inactive low balance account transfer form

This form can be used to tell us to alert the Australian Taxation Office (‘ATO’) that you want your account to be kept active with AMG Super

Benefit Payment Request

For cash withdrawals and rolling out your super

Binding Nomination of Beneficiary

Make a lapsing or non lapsing binding nomination of beneficiary.

Note: Original signed form must be posted to AMG Super

Change of Member Details

Update your account information including your contact details

Change of Pension Details

To change details of an existing pension account

Contribution Splitting

Request to split a contribution

Direct Debit Request

Arrange to pay AMG contributions via direct debit

Early Release Application – Compassionate Grounds

Make a compassionate grounds claim

Early Release Application – Severe Financial Hardship

Make an application for early release of your Superannuation due to severe financial hardship

Family Discount

This form can be used by family groups to receive a discount on their administration fees when two or more family members hold an AMG Super account

KiwiSaver Transfer Request

Transfer your superannuation to a New Zealand KiwiSaver account

Member Online Access

Request access to your online member account

Ongoing Advice Fee Consent Form

This form is to be completed when you want to authorise a fee to be deducted from your AMG Super account and paid to your financial adviser as an ongoing fee

One-off Advice Fee Consent Form

Authorise a one-off fee to be deducted from your AMG account to be paid to your financial adviser

Pension Payment Request

To request a one-off pension payment

Reversionary Beneficiary

Nominate a reversionary beneficiary for your Allocated Pension

Spouse Contribution

Make a contribution on behalf of your spouse

Tax File Number Notification

Notify AMG Super of your TFN number

Tax File Number Declaration

This form is to be completed when a member applies for a pension account under Transition to Retirement (TTR) strategy and is under age 60

Note: Original signed copy is to be posted to AMG Super

Work Test or Work Test Exemption Declaration

This form is to be completed if you are aged between 67 and 74 years and want to contribute to your super

AMG Core Super & Pension

AMG Core Super & Pension Product Disclosure Statement

AMG Core Super & Pension Additional Information Booklet

AMG Core Super Application

Join AMG Core

AMG Core Pension Application

Join AMG Core as a Pension member

Investment Choice – AMG Core Super & Pension

Select the initial investment options for your new Core Super or Pension Account

Standard Choice – AMG Core Super & Pension

Choose AMG Super as your super fund with your employer

Investment Switch

Switch between investment options and update the future investment mix within your existing Core Super or Pension account

Compliance Statement

Statement explaining that AMG is a complying superannuation fund including relevant payment details

Request to Transfer

Transfer funds from another super fund into your AMG Core account

Member Voluntary Contribution

Make a member voluntary contribution

Annual Report

AMG Super – 2019/20 Annual Report

AMG Super – 2018/19 Annual Report

AMG Super Annual Statements – Frequently Asked Questions Guide

Getting control of your super is easy with AMG

Get in contact

PO Box 3528, Tingalpa DC, QLD 4173

1300 264 264

info@amgsuper.com.au