Accessing the documents & forms for your plan



Provided by Mercer: 23/2/07

"I’m a member of a Mercer super fund, and I’m looking for the documents or forms for my plan - where do I find them?"

Because of the large number of super plans administered by Mercer (over 260), the documents & forms for your plan will generally only be available to you once you've signed into your member account. This includes the Product Disclosure Statement and forms for your plan.

Each plan has different forms; by signing into your member account we're able to identify which plan you belong to and display the documents and forms relevant to your membership.

Mercer Super Trust members

Mercer Super Trust members can sign-in here. Once you've signed in, simply click on the link to 'Documents & forms' (you'll find this in the main navigation). You can also obtain copies of any documents or forms for your plan by calling the Helpline on 1800 682 525. We've included links below to some of the more common forms.


If you’re unsure which division of the Mercer Super Trust you are in, please call the Helpline.

Mercer Super Facts members

Mercer Super Facts members can sign-in here. Once you've signed in, follow the link to 'Forms and publications', which you'll find under 'Kick start your super' on the right of your screen. Please note that some Super Facts plans are not able to show documents & forms online. If this applies to your plan, you should contact the Helpline on 1300 132 573 to obtain copies of the relevant forms.

 

This information has been prepared by Mercer (Australia) Pty Ltd ABN 32 005 315 917 for general information only. The information does not take into account your personal objectives, financial situation or needs. Therefore, you should not act on this information if you have not considered the appropriateness of this information to your personal objectives, financial situation and needs. You should consult a licensed or appropriately authorised financial adviser before making any investment decision.

This website is provided by Mercer (Australia) Pty Ltd (Mercer) ABN 32 005 315 917 as corporate authorised representative #260851 of, and on behalf of, Mercer Investment Nominees Limited (MINL) ABN 79 004 717 533, Australian Financial Services Licence #235906. MINL is the trustee of the Mercer Super Trust, ABN 19 905 422 981 (which includes the Corporate Superannuation, Personal Superannuation and Allocated Pension Divisions), the trustee of the Mercer Portfolio Service Superannuation Plan ABN 92 181 844 838, the responsible entity of the Mercer Portfolio Service Investment Plan and a wholly owned subsidiary of Mercer. Allocated Pensions and Transition to Retirement Allocated Pensions are provided through the Allocated Pension Division of the Mercer Super Trust. Mercer provides the Mercer Self-Managed Super Service (the Service) as a corporate authorised representative of MINL. Please refer to our Financial Services Guide. 'Mercer Wealth Solutions' and the petal logo are registered trademarks of MINL. Mercer financial advisers are authorised representative of MINL. This website contains general financial product advice which has been prepared without taking into account your personal objectives, financial situation or needs. You should consider the relevant Product Disclosure Statement for any of the products referred to in this website or the Product Information Statement for the Service and obtain advice from a licensed, or appropriately authorised, financial adviser before making any decisions concerning any of those products or the Service. For details on obtaining a Product Disclosure Statement for any of the products referred to in this website or the Product Information Statement for the Service refer to the website or contact 1800 633 403. © 2010 Mercer (Australia) Pty Ltd.