BOCSUPER
1. Personal details
Title Surname Given names Date of birth Home address Work phone number Home phone number Mobile phone number Email BOC Super member number
See how BOC Super
protects your personal
information on page 5.
zz You can make an investment switch online at www.bocsuper.com.au.
zz You can read more about your super choices in the PDS at www.bocsuper.com.au
or call the BOC Super Helpline on 1300 136 829.
zz A licensed or appropriately authorised financial adviser can help you ensure your
investment choice meets your needs and investment objectives.
Page 1 of 5
FOR EMPLOYEE, SPOUSE AND RETAINED MEMBERS ONLY
If you do not complete this section, how your super account is invested will not change.
2. Do you want to change how your current super
account balance is invested?
If yes, choose one or more of the following options.
Investment options % of account
zz Aggressive Growth
%
zz High Growth %
zz Low Growth %
zz Cash
%
Total (must be 100%)
100%
3. Do you want to change how your future
contributions are invested?
If yes, choose one or more of the following options.
Investment options % of account
zz Aggressive Growth
%
zz High Growth %
zz Low Growth %
zz Cash
%
Total (must be 100%)
100%
Your super is invested
according to your choice. The
High Growth option applied if
you did not make a choice on
joining BOC Super (this is the
option for MySuper members).
If you leave this blank or your
choices do not add to 100%,
how your super account is
invested will not change.
Your super is invested
according to your choice. The
High Growth option applied if
you did not make a choice on
joining BOC Super.
If you leave this blank or your
choices do not add to 100%,
how your future contributions
are invested will not change.
FOR PENSION MEMBERS ONLY
If you do not complete this section, how your pension account is invested will not change.
4. Do you want to change how your pension
account is invested?
If yes, choose one or more of the following options.
Investment options % of account
zz Aggressive
%
zz Moderate %
zz Conservative %
zz Cash
%
Total (must be 100%)
Page 2 of 5
100%
Your pension account is
invested according to your
choice. The Moderate option
applied if you did not make a
choice when you started your
BOC Super pension.
If you leave this blank or your
choices do not add to 100%,
how your pension account is
invested will not change.
5. Where do you want your payments drawn from?
Choose either A or B if you wish.
A. Nominated percentage (%) draw down
Write the percentage of each account that you want your pension
payment drawn from.
Investment options
% of each investment option to be drawn
down
zz Aggressive
%
zz Moderate %
zz Conservative %
zz Cash
%
Total (must be 100%)
100%
B. Priority draw down
Number each option in the order you wish them to be drawn down.
Number 1 will be drawn down first, then number 2, etc.
Investment options
zz Aggressive
Order of priority for draw down pension
payment
We normally draw your
income payments from your
investment options in the
same proportions as your
account balance. Complete
this section to request a
different way for your
payment to be drawn down.
If you want your pension
drawn completely from one
option, write 100% next to
that option. If you want a mix,
specify the percentage of
each option, making sure the
total adds to 100%.
Once there’s no longer enough
money in your chosen
option(s), payments will
automatically be deducted
from the account balance
invested in your other
option(s). You’ll be notified at
the time and can adjust your
investment choice if you want.
zz Moderate zz Conservative zz Cash
Page 3 of 5
Payments can be drawn from
one investment option at a
time in the order of priority
that you choose. When your
first nominated investment
option runs out, payments
will then be drawn from your
next nominated option until
this runs out, and will
continue down your priority
order. If you change your
account investment options,
this instruction will no longer
apply. You can provide a new
priority draw down instruction
when you change your
account investment options
or at any other time.
6. Declaration
By signing this form I:
zz acknowledge that I have received all information I require in order to exercise the choices I have made
zz understand that the Trustee is not responsible for my choice and I accept the investment risks and rewards
of the investment option(s) I choose
zz understand and consent to my information being collected, disclosed and used in the manner set out in
this form
zz acknowledge that the choices I have indicated on this form will remain in force until I advise the Trustee
otherwise, with the effective date of change being as advised by the Trustee
zz confirm I have been given the opportunity to obtain a copy of BOC Super’s current Product Disclosure
Statements, which provide information about the fees applying for investments in BOC Super and details
of the investment strategy, objectives, risk profile and asset allocation of each of the Fund’s investment
options, and
zz declare that to the best of my knowledge, the information provided on this form is true and correct and
I acknowledge responsibility for its accuracy whether this form has been completed by me or by another
person on my behalf.
Signature
Date
/
/
Please return your completed form to:
The Fund Administrator, BOC Gases Superannuation Fund,
GPO Box 4303, Melbourne VIC 3001
Issued by BOC Superannuation Pty Ltd, ABN 83 080 598 821, AFS Licence No. 287131, as Trustee of the
BOC Gases Superannuation Fund, ABN 49 620 344 668. MySuper Authorisation number 49620344668116.
Form issued May 2017.
Page 4 of 5
BOCSUPER
Privacy Collection Statement
BOC Super is administered by us along with our service provider, Mercer Outsourcing
Australia Pty Ltd (Mercer). We collect, use and disclose personal information about you in
order to manage your superannuation benefits and give you information about your super.
We may also use it to supply you with information about the other products and services
offered by us and our related companies. If you do not wish to receive marketing material,
please call the BOC Super Helpline on 1300 136 829.
Our Privacy Policies are available to view at www.bocsuper.com.au or you can obtain a
copy by calling the BOC Super Helpline on 1300 136 829.
If you do not provide the personal information requested, we may not be able to manage
your superannuation. We may sometimes collect information about you from third parties
such as your employer, a previous super fund, your financial adviser, our related entities
and publicly available sources.
We may disclose your information to various organisations in order to manage your
super, including your employer, our professional advisors, insurers, our related companies
which provide services or products relevant to the provision of your super, any relevant
government authority that requires your personal information to be disclosed, and our
other service providers used to assist with managing your super.
In managing your super your personal information will be disclosed to service providers in
another country, most likely to Mercer’s processing centre in India. Our Privacy Policies list
all other relevant offshore locations.
Our Privacy Policies set out in more detail how we deal with your personal information and
who you can talk to if you wish to access and seek correction of the information we hold
about you. They also provide detail about how you may lodge a complaint about the way
we have dealt with your information and how that complaint will be handled.
If you have any other queries in relation to privacy issues, you may call the BOC Super
Helpline on 1300 136 829 or write to our Privacy Officer, BOC Gases Superannuation Fund,
GPO Box 4303, Melbourne VIC 3001.
View our Privacy Policies at www.bocsuper.com.au or call the BOC Super Helpline on
1300 136 829 if you have any questions.
Issued by BOC Superannuation Pty Ltd, ABN 83 080 598 821, AFS Licence No. 287131, as Trustee of the BOC Gases Superannuation Fund,
ABN 49 620 344 668. MySuper Authorisation number 49620344668116. May 2016.