Input Confirm

Apply for a Personal Account

Before you start your application, here are a few things to think about:

Are you eligible to join?

You need to be living in Australia, aged 15 or over and either:

related to a UniSuper member
a former UniSuper member who wants to re-join the fund, or
an honorary or sector affiliate role.

Your starting checklist:

I've got my tax file number (TFN)
I've considered/understand my investment and insurance options
I have the details of my other super fund (if you'd like to transfer that money)
I've read the Personal Account Product Disclosure Statement

About to start work at a university?

Don't complete this application – your employer will set up the right account for you automatically. Not sure if this applies to you? Call us!

Estimated time: 10 mins

Tell us about yourself

This is a required field

This is a required field.

Please enter your name without numbers or special characters.

Your given name(s) must be at least two letters long.

Your given name(s) must be no longer than 25 letters long.

This is a required field.

Please enter your name without numbers or special characters.

Your surname must be at least two letters long.

Your surname must be no longer than 40 letters long.

This is a required field

Please confirm the format of the date.

Please provide a valid date.

You must be 15 or older to sign up for a Personal Account.

This is a required field

Great news! You don’t need to complete this application—your employer will set up the right account for you automatically. We'll be in touch once we've received your first employer contribution.

How can we contact you?

This is a required field.

Please enter a valid email address.

Must be less than 70 characters.

This is a required field.

Please enter a valid email address.

Must be less than 70 characters.

The email address fields must match.

This is a required field.

Please enter a valid 10 digit Australian phone number beginning with 02, 03, 04, 07 or 08.

Where do you live?

We're really sorry, it looks address auto-population is temporarily unavailable. Please enter your residential address manually.

This is a required field.

Residential addresses can't contain special characters.

Residential addresses can't be a P.O. Box.

Your address field must be no longer than 38 letters long.

This is a required field.

Residential addresses can't contain special characters.

Residential addresses can't be a P.O. Box.

Must be no longer than 8 characters long.

This is a required field.

Residential addresses can't contain special characters.

Residential addresses can't be a P.O. Box.

Your address field must be no longer than 38 letters long.

This is a required field.

Residential addresses can't contain special characters.

Residential addresses can't be a P.O. Box.

Your address field must be no longer than 38 letters long.

This is a required field.

Suburbs can't contain numbers or special characters.

Suburbs cannot be longer than 40 characters.

This is a required field.

Please enter a valid Australian postcode.

Country

Australia

This is a required field.

Residential addresses can't contain special characters.

Your address field must be no longer than 38 letters long.

Residential addresses can't contain special characters.

Your address field must be no longer than 38 letters long.

This is a required field.

Suburbs can't contain numbers or special characters.

Suburbs cannot be longer than 40 characters.

This is a required field.

Please enter a valid Australian postcode.

Country

Australia

What's your tax file number (TFN)?

We need your TFN to open a UniSuper Personal Account.

Before providing your TFN, we require you to read this important information.

This is a required field.

Your tax file number must be 9 numbers, optionally separated by spaces or dashes.

Your tax file number must be no longer than 11 characters long.

Your tax file number must be valid.

Choose your investment options

Your contributions and transfers will automatically be invested in our Balanced (MySuper) option unless you'd like to choose your own investments.

You can choose a single investment option or a mix of investment options. All future contributions and transfers into your account will be invested in your chosen option(s).

Sector options are generally single asset class options that are less diversified and aren't intended to be used in isolation. They're intended to be combined with other investment options to build a diversified portfolio.

For example, the Australian Equity Income option might have exposure to as few as 20 entities, and Global Companies in Asia option as few as 40 entities compared to the Balanced option which has an exposure to over 1,500 entities.

If you choose to only invest in a Sector option, you may be exposed to more risk and may miss out on the benefits of the balance between risk and return offered by a Pre-Mixed option.

Bring your super with you?

An easy way to activate your UniSuper Personal Account is to transfer in super from another fund. This tool is for whole of balance transfers only and can’t be used to transfer a self-managed super fund (SMSF) or non-APRA super funds. If you have multiple super funds, you can transfer one now, and consolidate the others once your account has been activated.

Remember to check whether your other fund charges exit fees and if any benefits like insurance will be affected.

If you want to transfer insurance cover you have at your other fund to us, you need to wait until your Personal Account is activated. Please uncheck the box and skip this step (otherwise the cover at your other fund will cease)

This is a required field.

Your input must be no longer than 58 letters long.

This is a required field.

Your input must be no longer than 14 letters long.

This is a required field.

Your input must be no longer than 30 letters long.

Only numbers letters or spaces are allowed.

This is a required field.

Your input must be no longer than 15 letters long.

You’re almost there…

Your application will be submitted with the following details. Please confirm they're correct.

Personal details

Name

Date of birth

Gender

Eligibility

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Tax File Number (TFN)

Contact details

Phone number

Email address

Residential Address

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{{vm.formSubmission.ResidentialAddress.Suburb}} {{vm.formSubmission.ResidentialAddress.State}} {{vm.formSubmission.ResidentialAddress.PostCode}}
Australia

Postal Address

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{{vm.formSubmission.PostalAddress.Suburb}} {{vm.formSubmission.PostalAddress.State}} {{vm.formSubmission.PostalAddress.PostCode}}
Australia

Same as residential address

Investment options

Balanced (MySuper)

100%

{{option.newAllocation}}%

Super transfer details

Fund name

Fund ABN

Fund USI

Fund member number

Insurance eligibility

Unfortunately, you're not eligible to receive cover at this time. You can apply for insurance cover through MemberOnline.

Yes

Not answered

Insurance

Insurance	Cover amount	Annual premium
Death cover	{{(vm.state.insurance.coverAmounts.Death * vm.state.insurance.death.units) \| currency:undefined:0}} - {{vm.state.insurance.death.units}} units	{{(vm.state.insurance.premiums.Death * 52) \| currency}}
Total and Permanent Disablement (TPD) cover	{{(vm.state.insurance.coverAmounts.TPD * vm.state.insurance.tpd.units) \| currency:undefined:0}} - {{vm.formSubmission.insurance.tpd.units}} units	{{(vm.state.insurance.premiums.TPD * 52) \| currency}}
Death + TPD combined premium		{{((vm.state.insurance.premiums.DeathAndTPD + vm.state.insurance.premiums.Death + vm.state.insurance.premiums.TPD) * 52) \| currency}}
*Income Protection cover per annum	{{((vm.state.insurance.coverAmounts.IP * 12) * vm.state.insurance.ip.units) \| currency:undefined:0}}	{{(vm.state.insurance.premiums.IP) \| currency}}
Total cost per annum		{{(((vm.state.insurance.premiums.DeathAndTPD + vm.state.insurance.premiums.Death + vm.state.insurance.premiums.TPD) * 52) + (vm.state.insurance.premiums.IP)) \| currency}}

Death cover

Not eligible

None

None {{vm.state.insurance.death.units}} units

Total and Permanent Disablement (TPD) cover

Not eligible

None

None {{vm.formSubmission.insurance.tpd.units}} units

Income Protection cover

Not eligible

None

None {{vm.formSubmission.insurance.ip.units}} units

*Income Protection cover will have a benefit period of 2 years after a 90 day waiting period as a default.

Need more cover?

If you’d like to apply for additional cover, you may need to provide evidence of your health and have it accepted by our insurer. Find out more in the Insurance in your super booklet (PDF, 1.9MB).

By providing my electronic signature below, I:

declare the information I've given in this application is true and correct
understand that I’ll be bound by the provisions of the UniSuper Trust Deed as amended from time to time
acknowledge that this application accompanies the Personal Account Product Disclosure Statement (PDS)
have read and understood the information in the PDS (including the important information booklets) and agree to the PDS being given to me by making it available at unisuper.com.au/pds and in this application via hyperlink.
acknowledge that I've read and understood the Privacy Statement and consent to my personal information being used in accordance with UniSuper's Privacy Policy
acknowledge that I’ve read and understood the ‘Your duty of disclosure’ and ‘Non-disclosure’ information in the Insurance in your super booklet
I acknowledge:
- investing in an investment option involves some risk and on occasions my account balance may decrease
- UniSuper does not guarantee my investment or any particular rate of return
- any direction to the Trustee to invest in, or redeem an amount from the Balanced investment option represents my consent to acquire or dispose of a MySuper interest
- my account isn't automatically rebalanced to reflect the investment option allocations chosen on this form. However, I can switch investment options on MemberOnline or by submitting an investment choice form
- taxes, fees and costs will apply.
agree to UniSuper sending some communications to the email address I provided in this application, and that I can opt out of this email method of communication at any time by contacting UniSuper on 1800 331 685.

This is a required field.

We're really sorry, it looks like a problem has occurred while trying to send this form. Please try again. If you experience difficulty - we can be contacted on 1800 331 685

Thanks for applying to open a Personal Account

What happens next?

We'll email you a member number in the next 2-3 business days.
You will then need to make a contribution to activate your account OR your account will be activated once we receive the transfer from your other super fund.
Once we receive your contribution, we’ll email you instructions on how to login to your account online.

Your reference number is {{vm.results.confirmationNumber}}.

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