IMPORTANT INFORMATION

This important information may relate to your super accounts; we have not taken into consideration your own personal financial circumstances, objectives and needs as your circumstances may be different to other members. If you are in doubt about whether or not a particular provision applies to you or if you simply would like further information, please call us on 1800 021 227.

If you would like someone to help consider your needs before you change your investment strategy you should speak with a licensed or appropriately authorised financial adviser. You should also consider the Product Disclosure Statement, available on the Product Information page.

Your personal information

Providing up to date information about Your Personal Details is really important.  Your Personal Details shows the most up to date information on you, including information on your:

  1. Contact Details (your name, email, phone number and address);
  2. Updating your PIN/Password;
  3. TFN status;
  4. Request a Centrelink Schedule (if applicable)
  5. Any linked accounts (if applicable);
  6. Employer details (if applicable);
  7. Key account information; and
  8. BPay details  (if applicable)

If any of the information we have about you is not up to date and you would like to change it, you can by pressing 'Edit'. If you can't change the information on this page, please call us on 1800 021 227.

Please be aware that it can take up to 24 hours for your request or changes to be shown in your Personal Details page.  Alternatively, please call us on 1800 021 227 to request for these changes to be made.

1.     Contact Details

It is important we have the most up to date information about your contact details. You can update your email, phone number or address and these will be updated across any listed linked accounts.

By providing your email address and/or mobile phone number you:

  • acknowledge that it will be used to send you information concerning your super electronically. We can send you material electronically which may include a link to a website from where it can be downloaded or an application) including annual reports, member and exit statements, notices of material changes or occurrence of significant events, member publications and  for marketing and research purposes.
  • agree to the provision of product and services by AES in digital form and I will no longer require printed and posted disclosures such as statements and notices, research, magazine and general communication. You can change your preference for receiving electronic confirmation at any time by updating Your Personal Details via this page, or by calling us.
  • acknowledge if your email bounces, you will be issued with a paper-based confirmation letter and that the email address recorded for your account will be removed. If this occurs, you will be prompted to provide an updated email address next time you log into your account.

2.     Update your PIN/Password

Remembering your Password can be a challenge, therefore we suggest you:

Change your Password to something you can remember easily (but that someone else can't guess).

Pick any combination of letters and numbers (between 4 to 8 characters) to help make your Password easy to remember.

Remember to keep your Password secure so that only you can access your confidential information on this website. Your Password change will be effective immediately.

3.     TFN Collection Statement

Under the Superannuation Industry (Supervision) Act 1993, Australian Ethical Super is authorised to collect, use and disclose your tax file number.

The Trustee of Australian Ethical Super may disclose your tax file number to another superannuation provider, when your benefits are being transferred, unless you request the trustee of your superannuation fund in writing that your tax file number not be disclosed to any other superannuation provider. 

Declining to quote your tax file number to the trustee of your superannuation fund is not an offence. However giving your tax file number to your superannuation fund will have the following advantages:

  • your superannuation fund will be able to accept all permitted types of contributions to your account/s;
  • other than the tax that may ordinarily apply, you will not pay more tax than you need to - this affects both contributions to your superannuation and benefit payments when you start drawing down your superannuation benefits; and
  • it will make it much easier to find different superannuation accounts in your name so that you receive all your superannuation benefits when you retire.

If you provide your TFN and you do a ‘Find my Super’ search you are giving consent to use your TFN to search for other super you may have:

  • you authorise the trustee to use your TFN to search the ATO SuperMatch database and to recover any super monies held by the ATO in your name and to automatically transfer those monies to your Australia Ethical Super account. The monies held by the ATO include superannuation guarantee contributions, superannuation holding accounts, superannuation co-contributions, low income contributions and unclaimed superannuation monies. We will notify you of those amounts transferred to your Australian Ethical Super account;
  • searching the ATO SuperMatch database will also provide a list of other superannuation accounts held in your name and we will provide you with information about those accounts and how you can consolidate them with your Australian Ethical account

Once you have provided your consent above, it will remain effective until such time as you advise us to remove it. To remove consent please contact us on 1800 021 227.

 

4.     Request Centrelink Schedule (if applicable)

You can request a copy of your Centrelink schedule. Generally this will be posted to you within 3-5 business days.

5. Contribute via BPAY® (if applicable)

BPAY provides you with an easy and convenient way to make voluntary personal after-tax contributions to your super account.

Contributions can be made by phone or internet from your bank, building society, credit union or debit card account. Please note that payments to your super account using BPAY cannot be made from credit card accounts.

How to make a BPAY payment

Contact your bank, credit union or building society to make a payment from your savings or cheque account through the Internet or over the phone.

Use the biller code and your personal reference number

Write down or print your receipt number.

Important payment clearance and processing information

Please note that you must ensure you submit your payment at least three business days before any applicable deadlines to allow for the clearance and processing of your funds into your super account.

Financial institution fees

Your bank, credit union or building society may charge you a transaction fee for using BPAY. Australian Ethical Super does not charge any fees for making contributions by BPAY.