Membership application form

Your details

Before you complete this form, it's important that you read the REI Super PDS.

Title*

First name*

Middle name(s)

Surname*

Date of birth*

Mobile*

Email address*

Confirm Email address*

Residential address*

Suburb*

State*

Postcode*

Tax File Number

Please provide your Tax File Number (TFN).

Don’t know your TFN?

Without your TFN, you may be charged more tax. If you don’t have your TFN to hand, you can always provide your TFN to us at a later date.

Under the Superannuation Industry (Supervision) Act 1993, REI Super is allowed to collect your TFN. We will only use it for lawful purposes. Your TFN will also be provided to any other fund you transfer to, unless you request in writing that it not be disclosed.

Your Investment Options

How would you like to invest your superannuation?*

Use our default Balanced (MySuper) option
Select your own investment options

You can change your investment option at any time online or over the phone.

You can choose to invest in any one or combination of our investment options. The total of your choices must add up to 100%.

If you do not select an investment option your super balance will be invested into our Balanced (MySuper) option. See our Investment Guide for more details.

Growth

Balanced (MySuper option)

Stable

Conservative

Cash

Australian shares

International shares

Global property

Australian property

Bonds

Total

Nominate non-binding beneficiaries

You can nominate one or more non-binding beneficiaries to receive your super and any benefits when you die. You do not have to nominate your beneficiaries straight away and can change your non-binding beneficiaries at any time online or over the phone. You can nominate binding beneficiaries after you have joined REI Super by completing the Binding nominations form which can be found on our website.

Would you like to nominate your non-binding beneficiaries now?*

No - I'll do it later
Yes - I'll nominate now

If adding more than one beneficiary, the total benefit % of all beneficiaries must add up to 100% exactly.

Beneficiary

Full Name

Benefit

(%)

Date of birth

100% or more benefit has been already allocated.

To add another beneficiary, reduce the benefit % and “save”.

A non-binding nomination is not formally binding on the trustee and only acts as a guide for the trustee in deciding how to pay your Death Benefit. If you die without nominating a beneficiary the Trustee will follow relevant laws to decide who receives your money. This may be to either one or more of your dependants or to your legal personal representative.

Your employment details

What is your job title?*

Your employer’s trading name*

Employer ABN

Employer telephone number (include area code with no spaces)*

Employer postal address*

Suburb*

State*

Postcode*

Date you joined company*

Insurance

Members joining REI Super from 1 April 2020 may be provided with Default cover automatically after joining REI Super or if they elect (opt in) to have Default cover, provided eligibility and commencement of cover rules are satisfied. Under Government legislation, Default cover cannot commence until you are aged 25 or over, and your account balance is $6,000 or above UNLESS you opt in to have cover.

You can opt in to have cover using this form, or at a later time (within 180 days of joining REI Super). Other eligibility and commencement of cover rules apply.

I wish to opt in to have Death and TPD cover now, even if my account is less than $6,000 and/ or I am under 25 years of age.
I wish to opt in to have Death and TPD cover now, even if my account is less than $6,000 and/ or I am under 25 years of age.

When you opt in to have Default Cover, your cover will commence from the date we receive the first Contribution for you and will be subject to Limited Cover restrictions for the first 30 days. These Limited Cover restrictions will be lifted and will be replaced by Full Cover after the first 30 days if the following three criteria are satisfied (unless Limited Cover restrictions apply for some other reason):

A Superannuation Guarantee contribution is received from your employer within 180 days of joining REI Super; and
You satisfy Additional Criteria (relating to your health in the 6 months prior to cover commencing) on the date cover commences; and
You are in Active Employment for first 30 days of cover commencing.

Otherwise Limited Cover restrictions will continue for a minimum of 24 months and will be lifted if you are in Active Employment for the last 30 consecutive days of that minimum period – if not, Limited Cover restrictions will continue until you are in Active Employment for 30 consecutive days. Please see the Insurance Guide for more information including an explanation of Limited Cover, Additional Criteria, and Active Employment.

Insurance

Select the type of Default cover provided to you automatically or if you opt in

Unitised Default
The amount of cover provided to you* is based on your age, but the cost of cover will not vary according to your age.
Fixed Default
The amount of cover provided to you* will stay the same as you get older but the cost of cover will change.

* If you are eligible and satisfy commencement of cover rules.

See Insurance Guide for more information or call our helpline: 1300 13 44 33.

Important note: If you are under age 25 and/or have an account balance less than $6,000 and do not opt in to have Default cover, Default cover will commence from the date the first Active Contribution (such as an employer or member contribution, or roll-in) is received and you are aged at least 25 and have had $6,000 in your account at least once since joining REI Super. Cover will not commence if it has previously been cancelled or ceased for you in REI Super. Also, cover will not commence if you let us know that you do not want Default cover to commence when you reach age 25 and have at least $6,000 in your account. Contact us if you wish to opt out of the commencement of any Default cover.

Employment details

Are you currently employed or self-employed in the real estate industry? *

Will your employer superannuation contributions be paid to REI Super? *

About your work

These questions help us determine the cost of your insurance cover. Remember, insurance is paid through your super and not your take home pay.

If you answer “yes” to both questions below standard insurance premiums apply. If you answer “no” to either or both questions, non-standard insurance premiums apply. Insurance Guide. In the event that these questions have been answered incorrectly and your occupation has been misclassified, the insurer reserves the right to review your occupation classification and adjust the premiums.

Do you work more than 30 hours per week? *

Do you spend at least 80% of your total working time (excluding travel time between offices) in an office or similar environment performing clerical, administrative or management duties? *

Confirmation

I have read and understood REI Super's Product Disclosure Statement.
I have read the Privacy Collection Statement and understand how REI Super will use my personal information.

Confirmation: Thank you for joining REI Super.

Your application is now being processed.

You application will take 3-4 working days to process, after which you will receive a welcome letter with your membership account number.

A PIN will be sent separately. Once you receive your membership account number and PIN, you can access your superannuation details online.

If you have any questions, contact our helpline: 1300 13 44 33.

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Survey

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Membership application form

Your details

Tax File Number

Don’t know your TFN?

Lost super

Your Investment Options

Nominate non-binding beneficiaries

Beneficiary

Your employment details

Insurance

Insurance

Employment details

About your work

Your insurance cover

Your insurance cover

Confirmation

Confirmation: Thank you for joining REI Super.

Your application is now being processed.