Forms and Publications
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For further information about your superannuation that is not available on this website, please download the appropriate document below.

There are four different Product Disclosure Statements (PDSs) for the IPE Super Fund:

1. PDS for new employee members and Retained members,
2. PDS for Spouse members,
3. PDS for Account-Based Pension and Transition to Retirement Account-Based Pension members, and
4. PDS for Lifetime and Deferred Pension members.

PDS for new employee members, Retained and Spouse members

PublicationDateFile sizeDescription
Your IPE Super Guide including the Application & Change Form for Accumulation members 1 October 2019 275 KB Provides an overview of the benefits and features for new employee and Retained members.
IPE Super for Spouse members including the IPE Super Spouse Form October 2019 265 KB Provides an overview of the benefits and features for new Spouse members.
Additional information about IPE Super for new employees, Retained and Spouse members 1 October 2019 586 KB Includes information on contribution types, how super works, how to cash out your super, how IPE Super is managed and how to nominate your beneficiaries.
IPE Super's Investment Guide for new employee, Retained and Spouse members 1 October 2019 341 KB Describes the pre-packaged and asset class investment options, investment risks and how to change options.
IPE Super's Insurance Guide for new employee, Retained and Spouse members, including the Application for Additional Voluntary Insurance and Application for Income Protection Insurance 1 October 2019 303 KB Provides detailed information on insurance options, premiums, eligibility and conditions.

Complete Member Packs

PublicationDateFile sizeDescription
Complete PDS for new members 1 October 2019 1.2 MB Includes the PDS Your IPE Super Guide plus additional information, investment and insurance guides.
Complete PDS for Spouse members 1 October 2019 1.2 MB Includes the PDS IPE Super - Spouse members plus additional information, investment and insurance guides.

PDS for Pension members

PublicationsDateFile sizeDescription
Your IPE Super Account-Based Pension Guide including Application & Change Form for Account-Based Pension Members 1 October 2019 726 KB Provides an overview of the benefits and features including payment options and transition to retirement pensions.
Lifetime Pension Option 1 November 2018 248 KB Provides an overview of the benefits and features of the Lifetime Pension Option for eligible Defined Benefit members.

Annual Reports

PublicationsDateFile sizeDescription
2019 Annual Report 9 September 2019 1.2 MB Provides information to members about their investments in IPE Super for the year in review.
2018 Annual Report 14 September 2018 1.4 MB Provides information to members about their investments in IPE Super for the year in review.
2017 Annual Report 15 September 2017 1.1 MB Provides information to members about their investments in IPE Super for the year in review.
2016 Annual Report 26 September 2016 1.0 MB Provides information to members about their investments in IPE Super for the year in review.
2015 Annual Report 24 September 2015 1.1 MB Provides information to members about their investments in IPE Super for the year in review.
2014 Annual Report 24 September 2014 1.3 MB Provides information to members about their investments in IPE Super for the year in review.

Other publications

PublicationsDateFile sizeDescription
Access your super before you retire Transition to Retirement Pension Brochure July 2019 50 KB Provides information for members looking to apply for a Transition to Retirement Pension in IPE Super.
Nearing retirement? Account-Based Pension flyer July 2017 979 KB Provides information on Account-Based Pensions and how they can help you.
Your Benefit in IPE Super for Defined Benefit Members 13 May 2010 389 KB Provides an overview of the benefits and features of the Defined Benefit Section. This section is closed to new members.
Privacy Policy and Privacy Collection Statement November 2018 235 KB Outlines how the Fund collects and manages your personal information.
Leaving IPL? Here are your super options... July 2019 160 KB Summarises your options for your super upon leaving and outlines some key steps.
Additional Voluntary Insurance Guide for Accumulation members September 2017 191 KB Provides detailed information on additional voluntary insurance options, premiums, eligibility and conditions.
Optional Income Protection Insurance for Accumulation members September 2017 326 KB Provides an overview of the benefits and features for the optional Income Protection Insurance for Accumulation members.
Fee definitions July 2019 45 KB Provides definitions for the various possible fees in the Fund.

Forms

If you want to make a change to your superannuation details, you can download the appropriate form below. You can also change your investment choice, personal details and nominated beneficiaries online in the Member Centre (password access is required).

PublicationDateFile size
Application & Change Form for Accumulation members October 2019 60 KB
Your Super Choices Form for Defined Benefit Members June 2012 113 KB
Contribution Splitting Form
Use this form to split your contributions with your spouse
January 2014 101 KB
IPE Super Spouse Form
Use this form to apply for spouse membership
October 2019 68 KB
Application for Additional Voluntary Insurance
(not applicable to Defined Benefit, Retained or Spouse members)
September 2017 105 KB
Application for Income Protection Insurance
(not applicable to Defined Benefit, Retained or Spouse members)
September 2017 181 KB
Transfer Request Form
Use this form for portability transfers out of IPE Super
November 2018 59 KB
Benefit Payment Option Form November 2018 159 KB
Rollover form
Use this form to roll money into IPE Super
July 2019 40 KB
Application & Change Form: Account-Based Pensioners July 2019 124 KB
Death Benefit Nomination Form October 2017 50 KB
Retained Benefits Member Change Form September 2017 107 KB
Enquiry and Complaints Policy and Form November 2018 145 KB
Notice of intent to claim or vary a deduction for personal super contributions 204 KB
Downsizer contribution into superannuation form 210 KB