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Accredited Financial Adviser Forms and Resources

Statewide Super continually strives to provide exceptional service to our Financial Advisers.

To help make recommending Statewide Super products and services easy, we’ve brought together all the forms and resources you may need, so they’re right here at your fingertips.

Access your client’s super details at any time
Our dedicated, AFA Portal allows you to view your client’s account balance, investment options, insurance and much more at any time. Now that’s super convenient! To learn more about the functionality including how to access the portal, view the Accredited Financial Advisor Portal User Guide below.

To be provided with access to your client’s Statewide Super Online account, please have your client complete our Third Party Authority form and return via email to adviser@statewide.com.au.

Don’t have your login details yet? Simply contact us on 1300 885 665 or via email at adviser@statewide.com.au.

 

Accredited Financial Advisers

  • New Members
    PDF

    Superannuation application form (File size 481 KB)

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    Pension Application Form (File size 747 KB)

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    Statewide Super incorporating MySuper and choice investments dated 30 September 2019 (File size 211 KB)

    The information in the documents listed below forms part of the Product Disclosure Statement. This is important information you should read before making a decision to invest in this product.

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    Statewide Super Pension Product Disclosure Statement dated 30 September 2019 (File size 508 KB)

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    Third party authority form (File size 224 KB)

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    Adviser Payment Authority (File size 199 KB)

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    Making contributions form (File size 352 KB)

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    Transfer of insurance form (File size 269 KB)

    If you are a member of Statewide Super, you may be eligible to transfer any existing Death, Total and Permanent Disablement (TPD) insurance or Income Protection (IP) insurance.

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    Additional default cover form (File size 213 KB)

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    Combine your super into Statewide Super form (File size 240 KB)

  • Existing Members
    PDF

    Third Party Authority form (File size 224 KB)

    PDF

    Adviser Payment Authority (File size 199 KB)

    PDF

    Making Contributions form (File size 296 KB)

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    Pension Application form (File size 747 KB)

    PDF

    Reduce or cancel insurance form (File size 216 KB)

    Please use the this form if you want to reduce or cancel your insurance cover. 

    PDF

    Combine your super into Statewide super form (File size 240 KB)

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    Member investment choice/switching form (File size 175 KB)

  • Resources
    PDF

    AFA Portal User Guide (File size 969 KB)

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    SuperRatings Fundamentals - Statewide Super Employer Sponsored (File size 929 KB)

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    SuperRatings Fundamentals - Statewide Super Pension Plan (File size 465 KB)

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    SuperRatings Fundamentals - Statewide Super MySuper (File size 678 KB)

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    SuperRatings Fundamentals - Statewide Super Personal (File size 929 KB)

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    Chant West Multi-Manager Rating (File size 5.9 MB)

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    Statewide Super Contact List (File size 1.2 MB)