Publications

  • Product disclosure statement and related information

    Tasplan Super Member guide Tasplan Protect 1

    This is a summary of significant information members need to know about becoming a member of Tasplan Super. It includes the Join Tasplan Super - Tasplan Protect 1 form but you can also join online. This Member guide is for members who are not Tasmanian State Government employees or former RBF Tasmanian Accumulation Scheme members.

    Tasplan Super Member guide Tasplan Protect 2

    This is a summary of significant information members need to know about becoming a member of Tasplan Super. This Member guide is for members who are Tasmanian State Government employees or former RBF Tasmanian Accumulation Scheme members.

    How super works

    This provides more information about how your Tasplan account works, different types of contributions, contribution caps, accessing your super and nominating beneficiaries.

    Investment guide

    This provides more information about the risks of super, how we invest your money and investment options.

    Fees and costs

    This provides more information about the fees and costs of investing in super and fee definitions.

    How super is taxed

    This provides more information about providing your TFN and tax on contributions, investment earnings and withdrawals.

    Insurance guide Tasplan Protect 1

    This provides more information about insurance under Tasplan Protect 1. It includes details about premiums, eligibility, cancellation, conditions and exclusions which may affect your entitlement to cover. This is for members who are not Tasmanian State Government employees or former RBF Tasmanian Accumulation Scheme members.

    Insurance guide Tasplan Protect 2

    This provides more information about insurance under Tasplan Protect 2. It includes details about premiums, eligibility, cancellation, conditions and exclusions which may affect your entitlement to cover. This is for members who are Tasmanian State Government employees or former RBF Tasmanian Accumulation Scheme members.

    How to open an account

    This provides more information about how to join Tasplan, what communications you’ll receive, the cooling off period, how to make a complaint and protecting your privacy. 


  • Official guides and statements

    Financial services guide

    This guide provides information about Tasplan services, how Tasplan representatives are remunerated and your rights as a member if you have a complaint. 

    Tasplan Super compliance statement

    An employer keeps this as evidence of Tasplan being a complying fund.


  • Fact sheets and other resources

    Guide to providing proof of ID

    This explains how to provide your proof of ID.

    Salary sacrifice

    This provides information on the salary sacrifice strategy.

    Let the government boost your super with a co-contribution

    This provides information on the co-contribution strategy, including the income thresholds and a co-contribution payment ready reckoner.

    How much do you need in retirement

    An ASFA guide to retirement budgets for modest and comfortable lifestyles.

    Nominating your beneficiaries

    This explains the different types of nominations you can make for your death benefit.

    Making a death claim

    This explains the process for dealing with a death claim.

    Claiming tax deductions for contributions

    This fact sheet provides information in relation to the claiming of tax deductions for contributions.

    Early access to your super

    This explains the special circumstances where you may be able to access your super early.

    Transferring your super to a KiwiSaver

    If you’re permanently moving to New Zealand, you can transfer your Australian super to a KiwiSaver scheme under the Trans-Tasman portability scheme.

    Super contribution splitting

    This explains how you can split your eligible contributions with your spouse.

    Super and family law

    This explains the process of what can happen with your super while going through a divorce.

    Temporary residents departing Australia

    This explains how you can claim the super you earned as a temporary resident once you leave Australia. 

    Save for your spouse and reduce your tax

    This explains the spouse contribution tax offset available in certain circumstances. 

    Low income superannuation tax offset

    This provides information on the low income superannuation tax offset available if you earn $37,000 or less and receive concessional contributions.