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Forms and documents available for personal super, deferred annuity, pension, whole of life, endowment and investment bond products previously branded Commonwealth, Colonial, CommInsure or AIA.
Commonwealth Investment Fund
Financial report*
Year ended 30 June 2023 – Commonwealth Investment Funds
Year ended 30 June 2022 - Commonwealth Investment Funds
Year ended 30 June 2021 - Commonwealth Investment Funds
Year ended 30 June 2020 - Commonwealth Investment Funds
Year ended 30 June 2019 - Commonwealth Investment Funds
Year ended 30 June 2018 - Commonwealth Investment Funds
Year ended 30 June 2017 - Commonwealth Investment Funds
Forms
Application for additional units
Authority of Agents
Change of Adviser
Change of Details
Fund Switch Request
Power of Attorney flyer
Proof of Identity flyer
*The annual financial report is the formal records of a business’s financial activities over a financial year, or in this case, the financial activities of the Commonwealth Investment Funds (CIFs).The annual financial report is also referred to as a financial statement. The report provides an overview of the Fund’s financial condition and includes information about the business’s Income Statement, Balance Sheet, Statement of Changes in Equity, Cash Flow Statement and Additional Notes.
Super, pensions and deferred annuities
Product and regulatory updates
SRF fee reductions 2023
SRF Administration Fee changes
Staying committed to your super and investments during volatile times (SRF)
Staying committed to your super and investments during volatile times (AIA)
Product News and Important Information 2023 – SRF
Product News and Important Information 2023 – AIA
SRF Fee Changes 2022
AIA Fee Changes 2022
SRF Option Name Changes
AIA Option Name Changes
SRF Strategic Asset Allocations
AIA Strategic Asset Allocations
PensionSelect Product Disclosure Statement (PDS) 1 July 2023 - Part 1
PensionSelect Product Disclosure Statement (PDS) 1 July 2023 - Part 2
AIA sell Super & Investments business to Resolution Life Australasia Limited (SRF)
AIA sell Super & Investments business to Resolution Life Australasia Limited (AIA)
SRF Investment Options
AIA Investment Options
SRF Group Insurance Rates and TPD definition changes effective 1 July 2023
June 2019: Protecting Your Super Package
Whole of life and endowment
Member education
A Guide to Whole of Life, Endowment and Pure Endowment policies (non-superannuation and external trustee)
A Guide to Whole of Life, Endowment and Pure Endowment policies (Super Retirement Fund)
Important forms and documents
Quarterly performance reports
SRF - Quarterly Performance Report
AIA - Quarterly Performance Report
Annual performance reports
SRF Annual Performance Report 2023
AIA Annual Performance Report 2023
Portfolio Holdings Disclosure
Super and Investment Products - Portfolio Holdings Disclosure
Forms
Regular savings plan
Personal Superannuation and Rollover Plan and SuperSelect
Change of details
PensionSelect
Personal Superannuation and Rollover Plan and SuperSelect
Rollover Fund and Life Roll-Over Bond
Select Personal Superannuation and Select Allocated Pension
Switch and change of strategy
Life Corporate SuperBonds and Business SuperBonds
PensionSelect Switch and Pension
Personal Superannuation and Rollover Plan
Rollover Fund
Select Personal Superannuation and formerly Colonial (C-life & Pru) products and Personal Superannuation Umbrella Investment Plans
Trustee and fund documents
Equity Trustees Superannuation Limited (ETSL) (ABN 50 055 641 757 AFSL No. 229757 RSE Licence L0001458) is a specialist independent superannuation trustee that provides trustee services to superannuation funds.
If you would like to know more about ETSL, please visit www.eqt.com.au/superannuation
Trustee disclosures are located on the Equity Trustees Superannuation Limited (ETSL) website:
Super Retirement Fund - Register of Significant Event Notification
Super Retirement Fund - Trust Deed and Rules
Register of Material Outsourced Service Providers
Super Retirement Fund - Customer Service Contact Numbers
SRF Annual Member Meeting
View the Fund's latest Annual Member Meeting video, Minutes and responses to all member questions
Super Retirement Fund - Retirement Income Stratergy
Our Retirement Income Strategy outlines how we can help members who are retired or are approaching retirement, to achieve a range of retirement objectives.
View the Fund's Retirement Income Strategy
You can access helpful articles and tools to help assess your readiness and manage your income in retirement here.
Other helpful sources of information:
- The Australian Government’s Financial Information Service: https://www.servicesaustralia.gov.au/financial-information-service
- Financial Advice Association Australia - Find a financial planner: https://faaa.au/find-a-planner/
- MoneySmart: https://moneysmart.gov.au/
Annual reports
Super Retirement Fund Annual Report to Members – 2022/2023
SRF Annual Financial Report – 30 June 2023
Trustee statement on insurance in super
Claims Handling & Vulnerable Consumers replaces The Insurance in Superannuation Voluntary Code of Practice (the Code)
Information on the insurance strategy for the Super Retirement Fund
For more information on insurance in the Super Retirement Fund*
* ETSL and SRF has previously stated its intent to adopt the Insurance in Superannuation Voluntary Code of Practice (the Code). The Code had been scheduled to come into effect on 1 January 2022.
Since the development of the Code, the majority of the requirements have been overtaken by legislative and regulatory reforms. In addition, many of the elements of the Code have already been implemented by the Super Retirement Fund to improve member experience.
On the 30th of June 2022, the Code Owners announced that the Code will no longer be required to be implemented in its current form. It will instead be replaced by two guidance documents focussing on Claims Handling and Vulnerable Consumers. These documents have been jointly developed by the Code Owners and the Super Retirement Fund will consider this guidance in our interactions with members.
Insurance, early release and Coronavirus
Your insurance held within Super Retirement Fund (SRF) covers you for pandemics, including the Coronavirus. This includes Death, Total and Permanent Disablement or Income Protection within your super account.
Important information
Any advice and information on this website is general in nature and is provided by Resolution Life Australasia Limited ABN 84 079 300 379, AFSL No. 233671 (Resolution Life), which is part of the Resolution Life Group. Resolution Life can be contacted via the Contact us page. The advice does not take into account your personal objectives, financial situation or needs. Therefore, before acting on the advice, you should consider the appropriateness of the advice, having regard to those matters as well as the relevant Product Disclosure Statement (PDS) or Policy Document, available here or via the Contact us page. Before making a decision about the product, consider speaking to a financial adviser if you have any concerns.
If you decide to purchase or vary a financial product, Resolution Life and/or other companies within the Resolution Life Group will receive fees and other benefits, which will be a dollar amount or a percentage of either the premium they pay or the value of their investments. You can ask us for more details.
These products are not issued by the AIA Group. The AIA Group has sold to the Resolution Life Group that part of the business that previously provided or administered these products. The Resolution Life Group and its products and services are not affiliated with, or guaranteed by, the AIA Group. The Resolution Life Group uses AIA's trademarks under licence.