Forms and Tools to Help You
Advice materials
- Fact finder
An easy way to provide our advisers with your financial information - Risk profile
A questionnaire to help determine your risk appetite for investments
Calculate your finances
- AvSuper Radar
Add in your details for a balance and projections in particular circumstances, such as adjusting your contribution rate - Defined benefit calculator
See how your defined benefit may grow by the time you retire with this calculator. By adjusting your contribution rate and salary, you can see the impact of such changes. - Budget planner
Figure out where your money is going, and where you want it to go so you can meet your goals - Account based pension planner
Look at how long your super may last, and how you can influence that timeframe - Retirement planner
How much income you may have when you retire, and how some changes now can impact that final amount - Super or mortgage?
Find out whether it suits you to put ‘extra’ money into your super account or towards paying off your mortgage
AvSuper forms
- Nominate or switch investment options
(to choose one or a combination of our available investment options) - Member choice form
(to tell your employer to make contributions to your AvSuper account) - Personal contributions (or use online form)
(to tell us about a personal or spouse contribution you are sending) - Change of contributions
(for members to change (or start) any employer-administered contributions)
AvSuper Income Stream related forms
- Change of details
(to let us know when you change address, name or other personal details) - Change of income stream details
(for income stream members to adjust their banking or payment details) - Nominate or switch income stream investment options
(for income stream members to choose from our available investment options)
For information about the transfer of AvSuper members to the Australian Retirement Fund, see avsuper.com.au/merger-partner
Note: Some of the above calculators are on the Government’s Money Smart website and AvSuper takes no responsibility for the accuracy of those calculators for your personal situation nor the security of that website. Please read all calculator assumptions and assess their relevance to you. We recommend that calculators are used purely as a guide and that professional financial advice is sought before making any financial decisions.
