Documents & Forms

Main Documents

• Product Disclosure Statement —

  Contains all the important information needed to make an informed decision about joining Verve Super.

  Product Disclosure Statement (PDF)
• Additional Information Booklet —

  Contains important information about Verve Super, as well as additional information about superannuation and tax

  Additional Information Booklet (PDF)

  Please note, we have identified the following minor errors in the Verve Additional Information Booklet (AIB) published 1 July 2019 and have corrected the AIB as follows on 13.02.2020;

  Page 16- The correct investment objective for the Verve Super Balanced strategy, as per the Verve Super PDS is CPI +3% per annum over rolling ten year periods. The AIB erroneously stated that the investment objective for the Verve Super Balanced Strategy was CPI + 2.5% per annum over rolling ten year periods (after fees and taxes). The AIB has been corrected as at 13.02.2020.

  Page 20- The Verve Super PDS correctly states the $93.60 administration fee will not be charged for balances less than $5,000, as does the AIB on page 18. However, page 20 of the AIB incorrectly stated that the $93.60 administration fee will not be charged for balances under $6,000. The AIB has been corrected as at 13.02.2020. Members who joined since the AIB issue date of 1 July 2019, and whose balances were between $5,000 and $6,000 while this error was live, will be contacted directly.

  We apologise for any confusion caused. If you have any questions about either of the above, please contact us at hello@vervesuper.com.au.

• Insurance Guide —

  Contains important information about the insurance offerings available to Verve Super members.

  Insurance Guide (PDF)

  *The following changes have taken effect since the date of the insurance guide: There is no longer a maximum sum insured for Death cover and the maximum sum insured for TPD cover has been increased to $3,000,000. Both changes are subject to underwriting and insurance approval and apply to new and transferred applications.

  *As at the 2nd of December 2019, the 60 Day opt-in window will only apply to new Verve Super members, on the first occasion that they join. You can still apply for voluntary cover, if your 60 days has lapsed, subject to eligibility. Please call us on 1300 799 482 or email hello@vervesuper.com.au for more information.

• Financial Services Guide —

  Contains important information about who we are and your rights as a client.

  Financial Services Guide (PDF)
• Trust Deed —

  Sets out the rules the we follow as a super fund, and what the trustee can and can’t do.

  Trust Deed
• 2019 Fund Annual Report —

  A report issued by the trustee of the Fund, Diversa Trustees Limited to provide an understanding of the management, financial condition and investment performance that is applicable to members in the Fund.

Forms for individuals

• Application Form —

  Complete this form to become a member of the Verve Super fund. Alternatively, you can download the printable Application Form.

  Application Form:
• General Compliance Certificate —

  Employers will require this certificate to set up contributions into your Verve Super fund.

  General Compliance Certificate
• Rollover Form —

  Complete this form if you are already a member of the Verve Super fund, and would like to rollover some money from another super fund into your Verve Super account.

  Rollover Form
• Standard Choice Form —

  Employers may require this form to be completed when an employee chooses to join Verve Super.

  Standard Choice Form
• Personal Contribution Form —

  Complete this form if you would like to make a personal contribution of money into your Verve Super account. If you are making a self-employed concessional contribution (before-tax), you must also complete the Notice of intent to claim or vary a deduction for personal super contributions form (use this link https://www.ato.gov.au/Forms/Notice-of-intent-to-claim-or-vary-a-deduction-for-personal-super-contributions/) and send it to us with your Personal Contribution Form.

  Personal Contribution Form
• Non-Binding Nomination of Beneficiaries Form —

  Complete this form to inform the trustee about who you would like to receive the money in your Verve Super account in the case of your death.

  Non-Binding Nomination of Beneficiaries Form
• Binding Nomination of Beneficiaries Form —

  Complete this form to inform the trustee about who you would like to receive the money in your Verve Super account in the case of your death.

  Binding Nomination of Beneficiaries Form
• Withdrawal Form —

  Complete this form if you would like to apply to withdraw all or some of your super money.

  Withdrawal Form
• Early Release Due To Financial Hardship Form —

  To access some or all of your super due to severe financial hardship, please read this information carefully.

  Early Release Due To Financial Hardship Form
• Early Release Due to Permanent Incapacity —

  Complete this form if you would like to access all or some of your super money as you are unable to work due to a medical condition.

  Early Release Due to Permanent Incapacity
• Adviser Services Form —

  Complete this form if you have a financial adviser and you would like them to have access to your account information. You can also complete this form if you would like an Adviser Service Fee paid from your super account to your financial adviser.

  Adviser Services Form
• Change of Details Form —

  Complete this form to update your personal details with Verve Super.

  Change of Details Form
• Contribution Splitting Form —

  Complete this form to split your superannuation

  Contribution Splitting Form
• Work test declaration —

  Complete this form if you are over the age of 65 and would like to make a personal contribution into your Verve Super account. Please contact Verve Super with further questions regarding the work test and how it applies to you.

  Work Test Declaration

Forms for employers

Forms for financial advisors

• Adviser Dealer Group registration —

  Complete this form to register your dealer group with Verve Super in order to be paid an adviser services fee through your client’s account.

  Adviser Dealer Group registration