Investment switch and strategy change form
Want your request processed faster?
Go to plum.com.au to make investment switches and strategy changes online.
You can use this form to choose how your current accumulation account
balance and future accumulation contributions are invested.
Mail the completed form to:
Plum Super, Reply Paid 63, Melbourne VIC 8060
You are able to change
your investment mix at any
time via the secure member
website plum.com.au
Follow the steps below to make your choices.
STEP 1
Complete your personal details (please use BLOCK letters)
Member number
Surname (family name)
Given names
Title Mr
Date of birth (DD/MM/YYYY)
Mrs
Miss
Ms
Gender (please tick)
Other
Male
Female
Residential address
Postcode
State
Postcode
State
Postal address (if different to above)
Business phone
Home phone
Mobile
Email
Trustee
NULIS Nominees (Australia) Limited
ABN 80 008 515 633
AFSL 236465
Fund
MLC Super Fund
ABN 70 732 426 024
GPO Box 63
Melbourne VIC 3001
Telephone 1300 55 7586
Fax 1300 99 7586
Web plum.com.au
Page 1 of 4
STEP 2
Choose how your super is invested
You have access to three investment paths, each one is designed to suit different levels of involvement and investment knowledge.
You should read the Product Disclosure Statement (PDS) before making an investment choice. You can access free telephone-based
financial advice when making an investment choice, by calling us on 1300 55 7586. Alternatively, you can also access a risk profiler
by visiting the secure member website to help you determine your investment profile.
You can select any combination of up to 20 options from all paths (selection(s) must total 100%).
If your total allocation does not equal 100%, your request cannot be processed. Please refer to the example below before making
your selection(s).
Note: The Investment switch column applies to your existing accumulation account, while the Investment strategy column
applies to future contributions, transfers and rollovers received on your behalf.
Example
MySuper default
Investment option
MySuper (not available for defined benefit members)
Code
MYSUPER
Investment switch (%)
Investment strategy (%)
Code
PRE-CONS
PRE-CAUT
PRE-MOD
PRE-ASSERT
PRE-AGGR
Investment switch (%)
Investment strategy (%)
Code
Investment switch (%)
Path one – simple choice
Suggested investor profile
Conservative
Cautious
Moderate
Assertive
Aggressive
Investment option
Pre-mixed Conservative
Pre-mixed Cautious
Pre-mixed Moderate
Pre-mixed Assertive
Pre-mixed Aggressive
33%
Path two – flexible choice
Asset class
Investment option
Path two options – Customise your asset allocation
Cash
Cash Fund
Fixed interest
Diversified Fixed Interest
Property
Diversified Property Securities
Australian Property Securities – Index
Australian shares
Australian Shares
Australian Shares – Index
Global shares
International Shares
International Shares – Index
International Shares – Index (hedged)
Diversified
Cautious – Index Plus
Moderate – Index Plus
Assertive – Index Plus
MLC/CASH
MLC/INTBRG
MLC/PROP
VAN/PROP
MLC/AUSSHR
VAN/AUSSHR
MLC/INTSHR
VAN/INTSHR
VAN/INTHED
VAN/BAL
VAN/GRWTH
VAN/HGRWTH
Investment strategy (%)
25%
33%
25%
25%
Path three – specialist choice
Asset class
Investment option
Code
Path three options – Customise your specific asset allocation, investment styles and management approach
Fixed interest
International Fixed Interest
BR/GDBF
Australian Fixed Interest
VAN/FIXINT
Property
Australian Property Securities
CITI/PROP
Australian shares
Australian Shares – Small Companies
INV/AUSSC
Australian Shares – Ethical
PERP/ETHIC
Australian Shares – Neutral
UBS/AUSSHR
Global shares
International Shares – Neutral
CAPITAL
International Shares – Emerging Markets
M&P/EMERMK
Alternatives
Diversified Shares – Geared
MLC/ACCGRO
Australian Shares – Income
MLC/INCBLD
Total allocation
Investment switch (%)
Investment strategy (%)
34%
25%
100%
100%
Page 2 of 4
Please make your switch and/or strategy selection(s) below.
MySuper default
Investment option
MySuper (not available for defined benefit members)
Code
MYSUPER
Investment switch (%)
Investment strategy (%)
Code
PRE-CONS
PRE-CAUT
PRE-MOD
PRE-ASSERT
PRE-AGGR
Investment switch (%)
Investment strategy (%)
Code
Investment switch (%)
Investment strategy (%)
Investment switch (%)
Investment strategy (%)
100%
100%
Path one – simple choice
Suggested investor profile
Conservative
Cautious
Moderate
Assertive
Aggressive
Investment option
Pre-mixed Conservative
Pre-mixed Cautious
Pre-mixed Moderate
Pre-mixed Assertive
Pre-mixed Aggressive
Path two – flexible choice
Asset class
Investment option
Path two options – Customise your asset allocation
Cash
Cash Fund
Fixed interest
Diversified Fixed Interest
Property
Diversified Property Securities
Australian Property Securities – Index
Australian shares
Australian Shares
Australian Shares – Index
Global shares
International Shares
International Shares – Index
International Shares – Index (hedged)
Diversified
Cautious – Index Plus
Moderate – Index Plus
Assertive – Index Plus
MLC/CASH
MLC/INTBRG
MLC/PROP
VAN/PROP
MLC/AUSSHR
VAN/AUSSHR
MLC/INTSHR
VAN/INTSHR
VAN/INTHED
VAN/BAL
VAN/GRWTH
VAN/HGRWTH
Path three – specialist choice
Asset class
Investment option
Code
Path three options – Customise your specific asset allocation, investment styles and management approach
Fixed interest
International Fixed Interest
BR/GDBF
Australian Fixed Interest
VAN/FIXINT
Property
Australian Property Securities
CITI/PROP
Australian shares
Australian Shares – Small Companies
INV/AUSSC
Australian Shares – Ethical
PERP/ETHIC
Australian Shares – Neutral
UBS/AUSSHR
Global shares
International Shares – Neutral
CAPITAL
International Shares – Emerging Markets
M&P/EMERMK
Alternatives
Diversified Shares – Geared
MLC/ACCGRO
Australian Shares – Income
MLC/INCBLD
Total allocation (must add to 100%)
Page 3 of 4
STEP 3
Declaration
Privacy
Applicant declaration
I acknowledge that I have access to the Trustee’s Privacy Policy
and agree that any member of the National Australia Bank Group
may collect, use, disclose and handle my personal information
in a manner set out in the Privacy Policy available
at plum.com.au
I agree:
Member acceptance
I have received the current PDS and agree to be bound by the
provisions of the Trust Deed as amended from time to time.
I am eligible to contribute to the Fund or have contributions
made on my behalf.
I acknowledge that it is my responsibility to read and understand
the relevant information provided in the PDS about the
investment options before making an investment choice.
Understanding investment risk
I understand that my investment does not represent a deposit
with or a liability of the Trustee, National Australia Bank Limited,
or other member companies of the National Australia Bank
Group. An investment in the Fund is subject to investment risk
including possible delays in repayment and loss of income and
capital invested.
I acknowledge that the underlying assets of each investment
option can rise and fall on a daily basis with fluctuations in the
investment markets.
•if my completed request is received before 3pm (AEST/AEDT),
it will usually be processed using the unit price for that business
day (which is calculated at the end of the day);
•if my completed request is received after 3pm (AEST/AEDT),
it will usually be treated as having been received the next
business day;
•that whilst investment switches can be made at any time, I will
need to wait until my first switch is processed and units have
been allocated before I can request a second switch;
•where I have invested into an illiquid investment option or
an investment option has become illiquid, it may take longer
to transfer out of the investment option.
There are times when Trustee might not be able to process your
investment instructions, for example when:
• there are liquidity issues in the investment;
• the fund manager suspends transactions;
• the Trustee can’t obtain a unit price;
• the instruction is incomplete, and
•unforeseen circumstances preventing the use of our
administration system.
Before making this change I have considered the information in
the relevant Product Disclosure Statement about the investment
options I have selected.
Automatic transfer to MySuper
If you were a member before 1 December 2013 and you are
invested in a previous default investment option, you may have
been advised that your balance may be moved to MySuper before 1
July 2017. By making an investment switch or strategy change,
even if only part of your investments, we will not transfer your
balance to MySuper unless you choose to do so.
Signature
✗
Date (DD/MM/YYYY)
A117522-0616
Your full name (Print in BLOCK LETTERS)
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