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Forms

All the forms and tools you will need to help you move and manage your Virgin Money Super every day, are here in one spot. Don’t forget everything you need can also be found from within your online account. If you need further assistance contact our Customer Care team on 1300 652 770.

Service forms

Form name	Description
Standard Super Choice Form	If you want your (new) employer to pay your standard super contributions to your Virgin Money Super account.
Binding Death Nomination Form	If you want greater certainty about who'll receive your benefit in the event of your death, you need to complete this form.
Change of Details Form	If you need to update some of your personal details such as your name or an incorrect date of birth.
Trans-Tasman Transfer Form	If you wish to transfer your Virgin Money Super to your KiwiSaver in New Zealand.
Baby Break Form	Planning to go on maternity/paternity leave? Apply for your Baby Break benefit using this form.
Contributions Splitting Application Form	If you wish to split your super contributions with your spouse.
Financial Hardship Form	If you need to request your Virgin Money Super funds to be released on compassionate grounds or if you are experience severe financial hardship.

Insurance forms

Form name	Description
Tailored Insurance Application Form	If you wish to apply for our Tailored Insurance cover for either Death & Total and Permanent Disablement (TPD) insurance or Death only cover for specific amounts and/or for Income Protection Insurance cover.
Insurance Cover Transfer Application Form	If you wish to transfer your current insurance cover under another life insurance policy to Virgin Money Super.
Life Events Cover Increase Form	If you wish to take up extra Death only or Death and TPD cover when a specific life event occurs without providing additional information about your health.

Any questions?
We're here to help

Send us your super enquiry today. We'll respond within 1 business day.

Talk to our customer care team on 1300 652 770
Mon-Fri 8am-6pm (AEST) apart from public holidays.

Talk to one of our business specialists on 1300 855 040
Mon-Fri 9am-5pm (AEST) apart from public holidays.

This information is of a general nature only and does not take into account your personal financial situation, needs or objectives. Please consider your own personal financial circumstances and consider the Product Disclosure Statement, Product Guide, Insurance Guide and Financial Services Guide before taking any action in relation to your superannuation, making a contribution, or asking your employer to contribute to Virgin Money Super for you. You should consider the suitability of superannuation and Virgin Money Super’s Product Disclosure Statement before making a decision on your superannuation investments, making a contribution, or asking your employer to contribute to Virgin Money Super for you. For further information about the insurance options refer to the Insurance Guide.

The Superannuation Fees described on the Fees page apply from 12 December 2016. Here you’ll find the official SIS Act definitions for each fee type.

While there are no contribution, withdrawal or switching fees, a buy/sell spread applies at a fund level when purchasing and selling units. Other fees and costs may apply such as insurance fees. These are retained by the fund and are not paid to Virgin Money or the Trustee. All fees are inclusive of Goods and Services Tax (GST) and net of Reduced Input Tax Credits (RITC).

Before you rollover or consolidate your superannuation, you should check to see if insurance or other benefits will be impacted or lost. Some funds may also charge withdrawal or exit fees. You should consider the relevant Product Disclosure Statement. Please note this information does not constitute personal financial product advice, and you may wish to consult your financial adviser before making a decision about whether Virgin Money Super fits your objectives, financial situation and needs.  If you are considering making voluntary contributions into your Virgin Money Super account, you should consider your personal circumstances, the impact of such contributions to your contribution caps, as well as associated taxation issues before making any decision on making voluntary contributions. Concessional tax rates do not apply on contributions which exceed government contribution limits. See the ‘How Super is Taxed’ section of the Virgin Money Super Product Guide and the contribution fact sheet on our website for more information about contribution types and limits.

It is very important to note that superannuation is generally a long term investment. Past investment performance is not a reliable indicator of future performance and should never be the sole factor considered when selecting a fund.

Prepared by Virgin Money Financial Services Pty Ltd ABN 51 113 285 395 AFSL 286869 (‘Virgin Money’). Virgin Money Super is a plan in the Mercer Super Trust ABN 19 905 422 981. Virgin Money Super is issued by Mercer Superannuation (Australia) Limited (MSAL) ABN 79 004 717 533 AFSL 235906 as trustee of the Mercer Super Trust. For more information about Virgin Money Super, please refer to the PDS which is available free of charge on our website or by calling the Customer Care team on 1300 652 770.

Virgin Money Financial Services Pty Ltd ABN 51 113 285 395 (Virgin Money) provides and operates Virgin Money's Super Engagement Program. To earn and redeem Velocity Points, you must be a Velocity member. Velocity Frequent Flyer issues Velocity Points on instruction from Virgin Money. Velocity is not responsible for the material in this document and does not hold an AFSL. Velocity membership and Points earn and redemption are subject to the Member Terms and Conditions, available at www.velocityfrequentflyer.com, as amended from time to time. Virgin Money reserves the right to change or withdraw Virgin Money’s Super Engagement Program at any time in line with the Terms & Conditions.

For Employers

The information above is intended as a guide only. If you are unsure about who you need to make contributions for we suggest you contact the ATO.  As an employer, it's important you fully understand your superannuation obligations as failure to meet these minimum requirements could mean financial penalties from the Government.

QuickSuper is a registered trademark and a product owned and operated by Westpac Banking Corporation ABN 33 007 457 141. Westpac’s terms and conditions applicable to the QuickSuper service are available after your eligibility for the free clearing house service is assessed by Virgin Money Super.

Things you need to know
1. Source: https://www.ato.gov.au/About-ATO/Research-and-statistics/In-detail/Super-statistics/Super-accounts-data/Super-accounts-data-overview/
2. SuperRatings award reflects a funds' value for money, and is awarded based on a rating system of investment, fees and service. SuperRatings does not issue, sell, guarantee or underwrite this product. Go to www.superratings.com.au for details of its ratings criteria.
3. The amount shown is an estimate only of the Indirect Cost Ratio (ICR) generally expected to apply to these investments for 2017-2018 Financial Year.
4. Virgin Money Super’s fund returns shown above are net earnings and are calculated after the deduction of applicable taxes and costs. The results are current as at 30 June 2018. These results are provided by Virgin Money Super Asset consultants. It is very important to note that past performance is not indicative of future performance.
5. The median results are provided by SuperRatings and are current as at 30 June 2018 as a benchmark only. Virgin Money Super has not verified its accuracy so we can’t guarantee that it is correct, and accept no liability for inaccuracies, errors or omissions.
6. Eligibility criteria and fees apply. Aged 15-64 Death and Total and Permanent Disability cover. Automatic Insurance cover is subject to Exclusions including Pre-Existing Medical Condition exclusion. This means that, you won’t be covered for any illness, injury, condition or related symptom that you were aware of or should have been aware of, or had a medical consultation for, were planning to have a medical consultation for, or should have had a medical consultation for in the two years prior to cover commencement. See the Virgin Money Super Insurance Guide for more information.
7. Automatic Death & TPD cover for Australian residents aged 15-64 with our default insurance offering. Conditions and Exclusions (such as pre-existing medical conditions) apply. See the Virgin Money Super Insurance Guide for more information.
8. The case studies shown are hypothetical and are not meant to illustrate the circumstances of any particular individual. All claims will be assessed in accordance with the policy terms. In the event of any inconsistency with other material, the insurance policy terms will prevail.
  For further information regarding Virgin Money Super’s insurance cover, including terms, conditions and eligibility, please refer to the Insurance Guide which forms part of the Product Disclosure Statement (PDS). The PDS is also available free of charge by contacting Customer Services on 1300 652 770.
  This information is of a general nature and has been prepared without taking account of your personal needs, financial circumstances or objectives. Before acting on this information, you should consider the appropriateness of the information, having regard to your needs, financial circumstances and objectives. You should read the relevant Product Disclosure Statement available by calling 1300 652 770 and consider if this product is right for you before making a decision to acquire or continue to hold the product.
9. Virgin Money Financial Services Pty Ltd ABN 51 113 285 395 (Virgin Money) provides and operates Virgin Money's Super Engagement Program. To earn and redeem Velocity Points, you must be a Velocity member. Velocity Frequent Flyer issues Velocity Points on instruction from Virgin Money. Velocity is not responsible for the material in this document and does not hold an AFSL. Velocity membership and Points earn and redemption are subject to the Member Terms and Conditions, available at www.velocityfrequentflyer.com, as amended from time to time. Virgin Money reserves the right to change or withdraw Virgin Money’s Super Engagement Program at any time in line with the Terms & Conditions.
10. Velocity Points are available to new and existing Virgin Money Super customers. 1 Velocity Frequent Flyer Point will be awarded for every $5 of Net Super contribution during the Points Earn Period. The maximum number of Velocity Points you may earn in respect of any financial year is 250,000 Velocity Points. The number of Velocity Points Virgin Money will allocate to you for a Points Earn Period is based on the net contributions in your Virgin Money Super account during that period. Points are allocated to your account approximately 3½ months after the Points Period end. See Virgin Money’s Super Engagement Program Page for more details. To be eligible to earn Velocity Points for a given Points Earn Period, you must be a member of Virgin Money Super on the relevant Points Issue Date, you must have updated your Virgin Money Super account with your Velocity membership number, name and surname before the last business day of the relevant Points Earn Period; you must have had a superannuation guarantee contribution or a voluntary contribution received into your Virgin Money Super account during the relevant Points Earn Period and you must be an individual who is an Australian permanent resident or citizen and you must be an active member of Velocity Frequent Flyer. You must not have made a rollover out of your Virgin Money Super account in the 18 months before the relevant Points Issue Date.
11. Before you rollover or consolidate your superannuation, you should check to see if insurance or other benefits will be impacted or lost. Some funds may also charge withdrawal or exit fees. You should consider our Product Disclosure Statement. Please note this information does not constitute personal financial product advice, and you may wish to consult your financial adviser before making a decision about whether Virgin Money Super fits your objectives, financial situation and needs. If you are considering making voluntary contributions into your Virgin Money Super account, you should consider your personal circumstances, the impact of such contributions to your contribution caps, as well as associated taxation issues before making any decision on making voluntary contributions. Concessional tax rates do not apply on contributions which exceed government contribution limits. See the ‘How Super is Taxed’ section of the Virgin Money Super Product Guide and the contribution fact sheet on our website for more information about contribution types and limits.
12. Source: Australian Bureau of Statics http://www.abs.gov.au/ausstats/abs@.nsf/mf/6302.0 - November 2016 Average Full-time adult average weekly ordinary time earnings.
13. For further information about the methodology used by Chant West, see www.chantwest.com.au.