Forms and documents hub | Betashares

Individual Investor

Financial Professional

Forms and documents hub

Access all Bendigo Super forms, documents, disclosures and policies.

search

close

https://www.betashares.com.au/wp-content/themes/betashares/v2/img/icons/pdfDoc.svg

Disclosure Documents

Bendigo SmartStart Super PDS

Bendigo SmartStart Pension PDS

Bendigo SmartStart Super Reference Guide

Bendigo SmartStart Super Insurance Guide

Bendigo SmartStart Super Occupational Rating Guide

View more keyboard_arrow_down

Forms

Bendigo SmartStart Super Application Booklet

Bendigo SmartStart Pension Application Form

Insurance Application and Personal Health Statement Form

Change of Details Form

Increase Standard Default Cover

Default Cover Opt-In

Fund Nomination Form

Proof of Identity Form

Request to Transfer Form

Member Advice Fee Form

Binding Death Benefit Nomination Form

Switching Instruction

Tax File Number Notification

Appointment of Representative (Financial Adviser Authority)

ATO Searching for Lost and Unclaimed Super

Additional Contribution Form

Direct Debit Request

ATO Notice of Intent to Claim or Vary a Deduction

ATO Capital Gains Tax Cap Election

ATO Contributions for Personal Injury Election

Insurance Opt-in Form (Inactive)

Insurance Reinstatement Application

Insurance Variation

Insurance Cancellation

Insurance Transfer Form

Life Events Cover Form

Occupational Duties Questionnaire and Smoker Declaration

Withdrawal Form

ATO Superannuation Contributions Splitting Application

ATO Application Departing Australia Super Payment

Transfer Balance to KiwiSaver

Inactive Low Balance Account Form

View more keyboard_arrow_down

Fact Sheets & Guides

Compliance Statement

Standard Insurance Premium Rates effective 1 December 2024

People Authorised to Certify Documents

Insurance in Super Claims Guide

Insurance in Super Fact Sheet

Income Protection Stamp Duty Rates

Your Guide to Underwriting

Electronic Signature Guide

View more keyboard_arrow_down

Performance Reports

Bendigo SmartStart Super Investment Performance

Bendigo SmartStart Pension Investment Performance

Bendigo SmartStart Pension Transition to Retirement Investment Performance

Bendigo SmartStart Investment Performance Report

By submitting this form, you agree that we may: (a) use your information in accordance with our Privacy Collection Statement; and (b) contact you from time to time regarding our products and services.

Contact us
[email protected]
1800 033 426

Address
GPO Box 264, Melbourne VIC, 3001

Bendigo Superannuation Pty Ltd (ABN 23 644 620 128 AFSL 534006) (Bendigo Super) is the trustee of the Bendigo Superannuation Plan (ABN 57 526 653 420) which includes the Bendigo SmartStart Super and Bendigo SmartStart Pension (Super Products).

Before making an investment decision in relation to the Super Products, read the relevant Product Disclosure Statement, available from this website (www.betashares.com.au/super) or by calling 1800 033 046 (8am-6pm AEST, Mon-Fri), and consider whether the product is right for you. You can find the Bendigo SmartStart Super Target Market Determination here and the Bendigo SmartStart Pension Target Market Determination here.

This information is general in nature and doesn’t take into account any person’s financial objectives, situation or needs. You should consider its appropriateness taking into account such factors and seek professional financial advice.

Past performance is not indicative of future performance.

Quick links for your convenience

expand_more

Employer Log in

Bendigo SmartStart Super

Bendigo SmartStart Pension

Forms & disclosure documents

Feedback