Manage my superannuation plans

Superannuation and retirement

My super and retirement plans

View your investment details online via My Zurich

Access your investments, superannuation and life cover details 24 hours a day online with My Zurich*. Here you can view your personal information including balances, transactions and statements. You can also nominate to receive information relating to your account, such as the Annual Fund Report, online rather than as a printed paper copy.

Log or register for My Zurich

You will need to provide your Zurich investment number which can be found on your statement. If you are unsure what your investments number is, please call Zurich Customer Care on 131 551.

* Members with a Capital Guaranteed investment option plan, or with an older style product may not have access to My Zurich.

Performance and pricing

❯ View the latest performance and unit prices of all of Zurich’s investment products, including the Zurich Superannuation Plan and Zurich Account-Based Pension plan.

Find a form

There are administrative forms that you may need to complete if you want to make a particular transaction or update the details of your plan.

Superannuation forms and Investment forms

Retirement forms

Tax File Number declaration

Please refer to www.ato.gov.au for Tax file number declaration form (reference number NAT3092).

Withholding declaration form

Please refer to www.ato.gov.au for Withholding declaration - short version for seniors and pensioners form (reference number NAT5072).

Identification forms

Can't find what you need?

Simply contact Zurich Customer Care

Phone: 131 551

Monday- Thursday: 8:30am-7:00pm
Friday: 8:30am-5:30pm

Email: client.service@zurich.com.au