Forms by Jonathon Rann

Employee enrolment form VALID FROM 1 JUNE 2009

Please complete this form in BLACK PEN and CAPITAL LETTERS.

Your Employer No.

Use this form if you would like to enrol new employees who wish to join Media Super.

Employer details Please complete your details in this section. Employer name Address State Telephone (

Postcode

Fax )

(

)

Email address

New employee details Please provide details of your new employees. Please photocopy page 2 and attach it to the form if more employee detail fields are required. TFN:

1: Name: Address: Gender: M

Date of birth:

Date joined employer:

Employer salary sacrifice (after tax): $

Member no. (if existing member):

TFN:

2: Name: Address: Gender: M

Date of birth:

Date joined employer:

Employer salary sacrifice (after tax): $

Member no. (if existing member):

TFN:

3: Name: Address: Gender: M

Date of birth:

Date joined employer:

Employer salary sacrifice (after tax): $

Member no. (if existing member):

TFN:

4: Name: Address: Gender: M

Date of birth:

Date joined employer:

Employer salary sacrifice (after tax): $

Member no. (if existing member): 5: Name:

TFN:

Address: F

Date of birth:

Date joined employer:

Employer salary sacrifice (after tax): $

Member no. (if existing member): Issued by the Trustee of Media Super, Media Super Limited, ABN 30 059 502 948, AFSL 230254 OFFICE USE ONLY:

Please return completed form to: Media Super, Locked Bag 1229, Wollongong NSW 2500

PAGE 1 OF 2

MSUP 29638

Gender: M

Employee enrolment form (cont.) New employee details (continued) Please provide details of your new employees. Please photocopy page 2 and attach it to the form if more employee detail fields are required. TFN:

6: Name: Address: Gender: M

Date of birth:

Date joined employer:

Employer salary sacrifice (after tax): $

Member no. (if existing member): 7: Name:

TFN:

Address: Gender: M

Date of birth:

Date joined employer:

Employer salary sacrifice (after tax): $

Member no. (if existing member):

TFN:

8: Name: Address: Gender: M

Date of birth:

Date joined employer:

Employer salary sacrifice (after tax): $

Member no. (if existing member):

TFN:

9: Name: Address: Gender: M

Date of birth:

Date joined employer:

Employer salary sacrifice (after tax): $

Member no. (if existing member):

TFN:

10: Name: Address: Gender: M

Date of birth:

Date joined employer:

Employer salary sacrifice (after tax): $

Member no. (if existing member):

TFN:

11: Name: Address: Gender: M

Date of birth:

Member no. (if existing member):

Date joined employer:

Employer salary sacrifice (after tax): $

Individual completing form Please complete your details in this section. Surname Given names

Applicantâ&#x20AC;&#x2122;s signature

x Please return completed form to: Media Super, Locked Bag 1229, Wollongong NSW 2500

Date (DD/MM/YYYY) /

PAGE 2 OF 2

Choice of superannuation fund

Standard choice form VALID FROM 1 JUNE 2009

Please complete this form in BLACK PEN and CAPITAL LETTERS.

Your Member No.

RETURN THIS FORM TO YOUR EMPLOYER. Have you previously registered as a member of Media Super?

YES

Are you a current member of Media Super?

YES

OPTION 1: You do not have to choose a fund If you do not make a choice, your employer’s contributions will be paid into the fund that your employer has chosen (see Part A on the reverse side of this form). This may not be the same as your current fund. Your employer’s chosen fund may be suitable for your needs. You can choose a different fund later if you like. If you do not want to choose a fund, you do not have to complete this form. • Your employer is not liable for the performance of superannuation funds that you choose or they choose on your behalf. • Do not seek financial advice from your employer unless they are licensed to provide it.

MORE INFORMATION You can get more information about choice of superannuation fund or superannuation in general from: • www.superchoice.gov.au, or • by phoning 132 864. If you do not speak English well and want to talk to an Australian Government officer, phone the Translating and Interpreting Service on 131 450 for help with your call. If you have a hearing or speech impairment and have access to appropriate TTY or modem equipment, phone 133 677. If you do not have access to TTY or modem equipment, phone the Speech to Speech Relay Service on 1300 555 727.

OPTION 2: Choose a fund You can choose the superannuation fund where you want your future employer contributions to be paid. Your employer is only required to accept one choice every 12 months.

STEP 1

STEP 2

STEP 3

GATHER INFORMATION – WORK OUT WHAT’S BEST FOR YOU

WHAT DO I NEED TO TELL MY EMPLOYER?

You will need to find out what superannuation options are available to you. Find out about the features and benefits of your current fund, the fund chosen by your employer and any other funds you are considering. Your current fund may be different to the fund chosen by your employer. The ‘Tips’ section below highlights key issues you should consider when comparing funds.

Give your employer details of your chosen fund by completing Part B of this form overleaf or by a written statement including the necessary information. This information may be provided by your chosen fund. Part A shows details of your employer’s superannuation arrangements. This includes the fund that your employer has chosen to make all future superannuation guarantee contributions to. If your employer has changed funds recently, the previous fund will also be shown. You may choose to remain in this previous fund.

WHAT HAPPENS TO ANY SUPERANNUATION I HAVE IN EXISTING FUNDS? Any money you have in existing funds will remain there unless you make arrangements to transfer it (roll over) to another fund. Check the impact of any exit fees or benefits that you may lose before leaving the fund. Your employer cannot do this for you.

Tips for comparing funds Investment choice: Some funds let you choose where the fund will invest your super. Some choices offer higher returns, but with a higher risk that investments may go down as well as up. Other choices offer greater security, but with lower expected returns. Choose the level of risk and return that you are comfortable with. Investment performance: Superannuation is a long-term investment for your retirement, so its investment performance needs to be judged over the long term. Short-term performance, whether good or bad, may not be repeated. There is no guarantee that a fund that has performed well in the past will do so in the future. The information you’ll need to make these checks is in each fund’s product disclosure statement, which you can get from the fund. For further information on choosing a fund, go to the website www.superchoice.gov.au or phone 132 864.

Issued by the Trustee of Media Super, Media Super Limited, ABN 30 059 502 948, AFSL 230254 OFFICE USE ONLY:

RETURN THIS FORM TO YOUR EMPLOYER. DO NOT send this form to the Australian Taxation Office or to your superannuation fund.

PAGE 1 OF 2

MSUP 29639

Fees: Most funds charge fees. Differences in the fees that funds charge can have a big effect on what you may have to retire on. This effect may be more than you think, and for this reason you need to consider what fees are being charged. For example, your final return could be reduced by up to 20% over 30 years if your total fees and costs amount to 2% rather than 1% (e.g. from $100,000 to $80,000). Some funds may also charge an exit fee if you leave the fund. Death and disability insurance: Your current fund may insure you against death or an illness or accident that makes you unable to return to work. Other funds may not offer insurance, or you may have to pass a medical examination before they cover you. Check if you’ll be covered in any new fund, and the costs and amount of cover, before leaving your current fund.

Standard choice form (cont.) Part A: Employer to complete Give this form to your employee after you have completed Part A. 1. Employer name 2. Employer Superannuation Guarantee contributions will be made to the following fund: Fund name Superannuation product identification number (if applicable) M

To access the product disclosure statement for this fund (if applicable) phone Or visit the fund’s website W

0 6

0 4

A 0

U 8

3. Employer Superannuation Guarantee contributions have previously been made to (if a different fund to 2 above): If the employer fund has not changed, please write ‘as above’ in ‘Fund name’ box below. Fund name Superannuation product identification number (if applicable)

To access the product disclosure statement for this fund (if applicable), phone Or visit the fund’s website 4. Employer contributions Are superannuation contributions for the employees currently made at a higher level than the required 9%? If ‘Yes’, will superannuation contributions continue at this higher level if the employee chooses a fund other than the fund named in Part A Question 2?

YES

Note that this statement does not alter an employer’s legal obligations (if any) relating to future payments.

Part B: Employee to complete Only complete this section if you are making a choice. 1. I request that all future Superannuation Guarantee contributions be made to: My employer’s previous superannuation fund named in Part A Question 3. Go to Question 4 below. My own choice of fund. Complete Questions 2, 3 and 4 below. 2. My chosen fund details: Fund name

Membership No. (if applicable)

Superannuation product identification number (if applicable)

Telephone

Account name

Fund Australian Business Number (ABN) (if applicable)

3. I have attached: A letter from the Trustee of the fund named in Part B Question 2 stating that this is a complying fund, and (for a self-managed superannuation fund) a copy of documentation from the Australian Taxation Office confirming that the Fund is regulated, and Written evidence from the fund that they will accept contributions from my employer, and Details about how my employer can make contributions to this fund. 4. Employee name

Employee number (if applicable)

Applicant’s signature

Date (DD/MM/YYYY)

Part C: Employer to complete Date accepted (DD/MM/YY) /

Date processed (DD/MM/YY) /

RETURN THIS FORM TO YOUR EMPLOYER. DO NOT send this form to the Australian Taxation Office or to your superannuation fund.

PAGE 2 OF 2

Information for employers:

How you can make contributions to Media Super Media Super’s easy pay options for employers With Media Super, there are four ways in which you can process and pay your employees’ super contributions. Each option offers unique advantages depending on the size of your business and the structure of your payroll system.

CONTRIBUTION OPTION

ADVANTAGES

SUITABLE FOR:

PAYMENTS CAN BE MADE VIA:

1. Online account Submit contributions via the secure Employers section of the Media Super website at www.mediasuper.com.au.

• Simple to use and secure. • System allows you to modify

• 1 to 30 employees

• Cheque made payable to

2. Payroll link Report your contributions using popular payroll systems. Completed files are submitted via Media Super’s website www.mediasuper.com.au.

• Upload directly from your payroll

• Any number of

• Cheque made payable to

3. Microsoft ExcelTM spreadsheet This spreadsheet can be downloaded from the secure Employers section of the Media Super website at www.mediasuper.com.au and saved onto your PC. Completed files can be submitted via the Media Super website.

• Easy to use – popular software

• Any number of

• Cheque made payable to

4. Paper-based Use Media Super’s Contribution Advice or your own internally produced report.

• Easy to use. • Good for small employers who

• 1 to 30 employees

• Cheque made payable to

employee contribution amount details electronically and to view a history of the contribution advices that you have submitted to Media Super.

system, saving you time and effort. • Minimises the chance of errors, as data is copied straight from your system to Media Super.

application that many employers are familiar with. • Media Super can send you a pre-formatted sheet with user instructions to get you started at no cost.

employees

do not have Internet access or a computerised payroll system, or for those who would prefer to use a manual form.

For more information on any of these options, phone Media Super on 1800 640 886 or visit our website at www.mediasuper.com.au.

Media Super and sent to: Locked Bag 1229 Wollongong NSW 2500 • Electronic Funds Transfer (EFT) / Direct Deposit • Direct Debit

Media Super and sent to: Locked Bag 1229 Wollongong NSW 2500 • Electronic Funds Transfer (EFT) /Direct Deposit • Direct Debit

Media Super and sent to: Locked Bag 1229 Wollongong NSW 2500 • Electronic Funds Transfer (EFT) / Direct Deposit • Direct Debit

Complying fund letter 1 June 2009

To whom it may concern Media Super is a complying, resident, regulated superannuation fund under the Superannuation Industry (Supervision) Act 1993 (SIS Act) and is constituted under a trust deed dated 28 January 1981, as amended from time to time. The trustee of Media Super is Media Super Limited ABN 30 059 502 948 (Trustee). Media Super meets the minimum insurance standards required to be considered a default fund under the member super choice laws. In the event that Media Superâ&#x20AC;&#x2122;s complying status is revoked, the Trustee would receive notice to that effect under section 63 of the SIS Act. This would mean Media Super could not receive any further contributions. The Trustee confirms that it has not received nor does it expect to receive any such notice.

FUND DETAILS Fund Name:

Media Super

Australian Business Number (ABN):

42 574 421 650

Superannuation Product Identification Number (SPIN):

PIN0100AU

Fund Contact Details:

Locked Bag 1229 Wollongong NSW 2500 Telephone: 1800 640 886 Facsimile: 1800 246 707 Website: www.mediasuper.com.au

Media Super is able to accept contributions from employers on behalf of their employees. Details of how an employer can make contributions to Media Super are detailed overleaf.

Yours faithfully,

Ross Martin For and on behalf of the Trustee Media Super Limited

RETURN THIS FORM TO YOUR EMPLOYER. DO NOT send this form to the Australian Taxation Office or to your superannuation fund.

36 Further information call 1300 360 988 or visit www.tissuper.com.au

Further information call 1300 360 988 or visit www.tissuper.com.au 37

Membership Application Allocated Pension Division

Please complete in pen using BLOCK letters. Applications must be completed in full before an account can be established in your name.

Application Checklist

1. Your personal details Title (Please tick) Mr

Date of birth Miss

Other

M M

First name

Joining TISS Checklist: . Have you provided your personal details in Section 1? . Have you provided your Tax File Number in Section 2? . Have you selected the amount you wish to invest and the pension payment amount you would like to receive in Section 3? . Have you advised your preferred payment frequency in Section 3? . Have you selected the investment option/s from which your retirement income payments will be drawn in Section 4? . Have you advised us of your nominated beneficiaries in Section 5? . Have you signed and dated the form in Section 7?

Consolidating your super savings TISS accepts transfers from any complying superannuation fund, approved deposit fund or retirement savings account. To make a transfer, you’ll need to complete the Transfer your super form, available on request. For further information call 1300 360 988 or visit www.tissuper.com.au

Tax File Numbers You will need to complete the Tax File Number Declaration form, provided on page 39 of this PDS to claim the tax-free threshold. Please note: you can only claim this threshold once. You do not have to provide your Tax File Number, but if you do not do so, we cannot pass on the tax concessions you may be entitled to receive.

Taxation Complete the Withholding Declaration form on page 41 of this PDS if you want TISS to reduce or increase the amount of tax withheld from payments to you.

Need help? If you need help completing these forms, please contact the Australian Tax Office on 13 22 66 or your financial planner. Your application will not proceed and no investment earnings will be credited until all rollovers are received.

Return all signed and completed forms to: TISS Administration PO Box 666 Carlton South Vic 3053

Family name Current mailing address

State

Telephone (home)

Telephone (work)

–

Postcode

Mobile

–

2. Tax File Number I have read the section on Tax File Numbers (TFNs) in this Product Disclosure Statement and understand that I have a choice of providing my TFN. I understand that when provided, TISS will only use my TFN for approved purposes. I hereby choose to provide my Tax File Number:

3. Investment details Please indicate which pension you wish to join (eligibility requirements are outlined on pages 11–12) Allocated Pension

Transition to Retirement Allocated Pension

Initial investment $ Payment frequency

Pension payment amount $ Fortnightly

Quarterly

Half-yearly

Name of Bank BSB Number

Yearly Account Name

–

Account Number

4. Member investment choice Before completing this section, TISS recommends you read the section on Member Investment Choice in this PDS and obtain professional advice relating to your own circumstances. The information provided by TISS is of a general nature and does not constitute investment advice. If you do not make a choice, your account will automatically be invested in the TISS Diversified Option. I would like to invest in the following investment options: Initial Investment Withdrawals TISS Diversified Option (default)

TISS Secure Option

TISS Shares Option

100%

TOTAL must equal

This application is part of the TISS Allocated Pension Product Disclosure Statement dated 30 June 2007

Application Forms

Before making an application to join the TISS Allocated Pension, please ensure that you have read and understood the information contained in this Product Disclosure Statement.

38 Further information call 1300 360 988 or visit www.tissuper.com.au

Further information call 1300 360 988 or visit www.tissuper.com.au 39

5. Nominating your preferred beneficiaries Reversionary Beneficiary (spouse only) Full name

Relationship

% Share

Address

100 Date of Birth

D Discretionary Beneficiary/ies 1. Full name

M M

Relationship

% Share

Address

Date of Birth

D 2. Full name

M M

Relationship

% Share

Address

Date of Birth

D 3. Full name

M M

Relationship

% Share

Address

Date of Birth

D 4. Full name

M M

Relationship

% Share

Address

Date of Birth

M M

Y 100%

Total must equal

6. Transfer information I wish to: Transfer the balance of my TISS account into a TISS Allocated Pension. Membership Number: T ransfer the balance of my account in another superannuation fund into a TISS Allocated Pension. You will need to complete a Transfer your super form, available on request.

7. Declaration To apply for membership of the TISS Allocated Pension Division, you must sign and date this form, having read the statements below. I hereby: • apply to the Trustee for admission as a Member of the TISS Allocated Pension under the terms and conditions of the Trust Deed by which the Fund is operated; • acknowledge receiving the Allocated Pension Product Disclosure Statement (PDS) and have read this document; and • acknowledge that I have read the section on Tax File Numbers in the PDS.

Date

Please return this completed form to: TISS Super, PO Box 666, Carlton South VIC 3053 Tel: 1300 360 988 Fax: 1300 362 899 Email: mail@tissuper.com.au Web: www.tissuper.com.au

This application is part of the TISS Allocated Pension Product Disclosure Statement dated 30 June 2007.

M M

Application Forms

Please sign here