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Important Information and Declaration

Your privacy

Personal information collection

The purpose for which we collect your information is to provide superannuation benefits, administer your benefits, and provide related services, information, and offers to you. This includes processing your application, managing your participation in Australian Retirement Trust, providing you with information about your benefits and our available services, and ensuring you receive your entitlements. We will generally collect your personal information directly from you, your authorised representatives, your employer or other third parties, such as the Australian Taxation Office (ATO). If the information we request is not provided, we may be unable to properly administer your benefits and notify you about your entitlements.

We may disclose your personal information to entities within the Australian Retirement Trust Group, our service providers and advisers, medical and health professionals, regulators and government bodies, or to other third parties if we need to or if you have given consent to the disclosure. This includes but is not limited to the Fund’s administration service provider, insurers, auditors and legal advisers. We also might be required by law to disclose information about you, for example to government bodies such as the ATO. We may also disclose information to third-party service providers in various countries, as described in our Privacy Policy.

For more information, please read our Privacy Policy which sets out the types of information we collect and how we collect, hold, use and disclose your personal information. Our Privacy Policy also describes how you can access information about your benefit and personal details, correct any information which is inaccurate or out-of-date, and information on our privacy complaints process. We are committed to respecting the privacy of personal information you give us. Our Privacy Policy may be updated from time to time and is available at australianretirementtrust.com.au/privacy or by contacting us.

Declaration

I apply to open a Super Savings Accumulation account and declare that:

  • I have received, read and understood the accompanying Super Savings Product Disclosure Statement for Accumulation Account (PDS) which summarises the significant information about the Accumulation account. I understand the other information that forms part of this PDS is contained in the Super Savings Accumulation Guide, Super Savings Investment Guide, Super Savings Insurance Guide and the fees and costs definitions at art.com.au/fee-definitions and the PDS should be read in its entirety.
  • I have read the Personal Information Collection Statement in the Super Savings Accumulation Guide and I understand how Australian Retirement Trust will use my personal information.
  • I acknowledge that the PDS, this application form, and other documents which form part of the PDS detail the interest I will have in Australian Retirement Trust if my application is accepted, and is not a contract between me and the Trustee.
  • I apply to become a member of Australian Retirement Trust and I agree to the Trust Deed and governing rules of the Fund, including in relation to the operation of my account.
  • I understand all the conditions I must meet to be eligible to obtain insurance cover, and have read the Super Savings Insurance Guide.
  • I acknowledge and have read Your duty to take reasonable care not to make a misrepresentation at art.com.au/duty.
  • I understand that I can cancel my insurance cover at anytime.
  • To the best of my knowledge, the information I have provided on this form is true and correct.