background for Forms & Documents

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

Forms for employers

Please visit our Employers section to find the details and forms required to register as an employer and make employer contributions.

Forms for financial advisors