PDS and Forms
Getting Started
Russell Private Active Pension – Product Disclosure Statement (PDS) with application form
Download the Russell Private Active Pension PDS to learn more about the product and access the application form. We recommend that you read the PDS prior to investing. (677kb) Russell Private Active Pension – Benefits Flyer
View the key features and benefits of Russell Private Active Pension and find out whether it’s right for you. (624kb)
Protecting your super
To participate in the Russell Private Active Pension, you will be required to provide proof of identity. This fact sheet will assist you in providing the correct documents for this process.
Download the Russell Private Active Pension PDS to learn more about the product and access the application form. We recommend that you read the PDS prior to investing. (677kb) Russell Private Active Pension – Benefits Flyer
View the key features and benefits of Russell Private Active Pension and find out whether it’s right for you. (624kb)
Protecting your super
To participate in the Russell Private Active Pension, you will be required to provide proof of identity. This fact sheet will assist you in providing the correct documents for this process.
Managing Your Account
If you have a financial adviser, it is important that you consult them prior to effecting changes to your account.
1. Tax Withholding Form
This form enables you to vary the amount of tax deducted from your pension payments (if any). (150kb)2. Tax Withholding Guide
Provides information on how to complete the Tax Withholding form. (125kb)
3. Ad-Hoc Payment Form
Use this form if you wish to instruct us to make an ad-hoc pension payment outside of your regular payment nomination. (60kb)
4. Change Advisor Details Form
Use this form to change your financial adviser and/or the Adviser Service Fee (if any). (77kb)
5. Change Investment Portfolios Form
Use this form to switch investments. (91kb)
6. Choice of Fund Form
Use this form to direct your employer to pay your employer contributions to your Contribution Account in the Russell Private Active Pension. After completing the form you will need to hand it to your employer. (69kb)
7. Change Personal Details Form
Use this form to change your contact details, family linking, your nominated bank account or your beneficiaries for estate planning. (71kb)
8. Change Pension Payment Details
Use this form to change the amount and/or timing of your pension payments. (58kb)
9. Contribution by Cheque Form
Use this form when any contribution is made by you or your employer, to your Contribution Account by cheque. (60kb)
10. Consolidate Accounts Form
Use this form to consolidate your Pension Account(s) and Contribution Account to start a new pension. (70kb)
11. Retiring Statutory Declaration
Use this form if you are eligible to lift the 10% maximum limit on your pension. (57kb)
12. Open or Manage Your Prime CMA
Use this form to provide us with instructions about your ANZ Prime CMA. (74kb)
1. Tax Withholding Form
This form enables you to vary the amount of tax deducted from your pension payments (if any). (150kb)2. Tax Withholding Guide
Provides information on how to complete the Tax Withholding form. (125kb)
3. Ad-Hoc Payment Form
Use this form if you wish to instruct us to make an ad-hoc pension payment outside of your regular payment nomination. (60kb)
4. Change Advisor Details Form
Use this form to change your financial adviser and/or the Adviser Service Fee (if any). (77kb)
5. Change Investment Portfolios Form
Use this form to switch investments. (91kb)
6. Choice of Fund Form
Use this form to direct your employer to pay your employer contributions to your Contribution Account in the Russell Private Active Pension. After completing the form you will need to hand it to your employer. (69kb)
7. Change Personal Details Form
Use this form to change your contact details, family linking, your nominated bank account or your beneficiaries for estate planning. (71kb)
8. Change Pension Payment Details
Use this form to change the amount and/or timing of your pension payments. (58kb)
9. Contribution by Cheque Form
Use this form when any contribution is made by you or your employer, to your Contribution Account by cheque. (60kb)
10. Consolidate Accounts Form
Use this form to consolidate your Pension Account(s) and Contribution Account to start a new pension. (70kb)
11. Retiring Statutory Declaration
Use this form if you are eligible to lift the 10% maximum limit on your pension. (57kb)
12. Open or Manage Your Prime CMA
Use this form to provide us with instructions about your ANZ Prime CMA. (74kb)
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Further Information
