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
Overview the key features and benefits of Russell Private Active Pension and find out whether it’s right for you. (504kb)
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
Overview the key features and benefits of Russell Private Active Pension and find out whether it’s right for you. (504kb)
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 advisor, it is important that you consult them prior to effecting changes to your Account.
1. Transfer Form
Use this form to rollover other superannuation into your Contribution Account in the Russell Private Active Pension. (232kb) 2. Tax Withholding Form
This form enables you to vary the amount of tax deducted from your pension payments (if any). (150kb)
3. Tax Withholding Guide
Provides information on how to complete the Tax Withholding form. (125kb)
4. Ad-Hoc Payment Form
Use this form if you wish to receive an ad-hoc payment from your Russell Private Active Pension. (60kb)
5. Change Advisor Details Form
Use this form to change your financial adviser and/or the Adviser Service Fee (if any). (77kb)
6. Change Investment Portfolios Form
Use this form if you wish to alter your investment portfolios in the Russell Private Active Pension. (91kb)
7. 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)
8. Change Personal Details Form
Use this form if you wish to change your contact details, family linking, nominated bank account or your beneficiaries. (71kb)
9. Change Pension Payment Details
Use this form if you wish to change the amount and/or timing of your pension payments from your Russell Private Active Pension. (58kb)
10. Contribution by Cheque Form
Use this form when you or your employer makes a contribution by cheque to your Contribution Account in the Russell Private Active Pension. (60kb)
11. Consolidate Accounts Form
Use this form to consolidate your Pension Accounts and Contribution Account to start a new pension in the Russell Private Active Pension. (70kb)
12. Retiring Statutory Declaration
Use this form to provide evidence to lift the 10% maximum limit on your pension. (57kb)
13. Tax File Number (TFN) Declaration form
Use this form to record your TFN with Russell. By supplying your TFN you will be able to take advantage of the tax concessions that currently apply to superannuation. (150kb)
14. Tax File Number Declaration Instructions
Provides information on how to complete the TFN Declaration form. (131kb)
1. Transfer Form
Use this form to rollover other superannuation into your Contribution Account in the Russell Private Active Pension. (232kb) 2. Tax Withholding Form
This form enables you to vary the amount of tax deducted from your pension payments (if any). (150kb)
3. Tax Withholding Guide
Provides information on how to complete the Tax Withholding form. (125kb)
4. Ad-Hoc Payment Form
Use this form if you wish to receive an ad-hoc payment from your Russell Private Active Pension. (60kb)
5. Change Advisor Details Form
Use this form to change your financial adviser and/or the Adviser Service Fee (if any). (77kb)
6. Change Investment Portfolios Form
Use this form if you wish to alter your investment portfolios in the Russell Private Active Pension. (91kb)
7. 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)
8. Change Personal Details Form
Use this form if you wish to change your contact details, family linking, nominated bank account or your beneficiaries. (71kb)
9. Change Pension Payment Details
Use this form if you wish to change the amount and/or timing of your pension payments from your Russell Private Active Pension. (58kb)
10. Contribution by Cheque Form
Use this form when you or your employer makes a contribution by cheque to your Contribution Account in the Russell Private Active Pension. (60kb)
11. Consolidate Accounts Form
Use this form to consolidate your Pension Accounts and Contribution Account to start a new pension in the Russell Private Active Pension. (70kb)
12. Retiring Statutory Declaration
Use this form to provide evidence to lift the 10% maximum limit on your pension. (57kb)
13. Tax File Number (TFN) Declaration form
Use this form to record your TFN with Russell. By supplying your TFN you will be able to take advantage of the tax concessions that currently apply to superannuation. (150kb)
14. Tax File Number Declaration Instructions
Provides information on how to complete the TFN Declaration form. (131kb)
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