Member documents

  • Member guides and related information

    Tasplan Super Member guide Tasplan Protect 1

    This is a summary of significant information you 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 aren't 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 you 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.

    Tasplan Pension Member guide

    This contains all the information about our Tasplan Pension. It includes the Join Tasplan Pension form.

    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 tax file number 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 aren't 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. 


  • Fact sheets and other resources

    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.

    First home super saver scheme

    This provides information on using the tax-friendly environment of super to help save a deposit for your first home.

    Guide to providing proof of ID

    This explains how to provide your proof of ID.

    How much do you need in retirement?

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

    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.

    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 before-tax (concessional) contributions.

    Make or renew a binding death benefit nomination

    This explains how to make or renew your binding death benefit nomination.

    Making a death claim

    This explains the process for dealing with a death claim.

    Nominating your beneficiaries

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

    Retirement bonus

    This provides information on a bonus you may be eligible to receive when you open a Tasplan Pension account.

    Salary sacrifice

    This provides information on the salary sacrifice strategy.

    Save for your spouse and reduce your tax

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

    Super and family law

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

    Super contributions

    This provides information on the different ways you can contribute extra money to help grow your super savings.

    Super contribution splitting

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

    Temporary residents departing Australia

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

    Thinking of downsizing your home?

    This provides information on how members aged 65 and over could contribute the proceeds from the sale of their family home to super.

    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.