Member Application Form
|
|
|
- Louisa Joseph
- 8 years ago
- Views:
Transcription
1 Super Member Application Form Employer Sponsored and Personal Plan members Joining Australian Catholic Superannuation is easy. Simply complete this form using a dark pen and capital letters or type directly into this form online, print it out and send it to us. Ensure all appropriate check boxes are marked with an ( ). Once the form is complete, remember to sign and date it before returning with the certified copies of your proof of identification documents to: Australian Catholic Superannuation and Retirement Fund PO Box 656 Burwood NSW 1805 PO Box 656, Burwood NSW Choose your plan Please choose one option only. Mark ( ) the appropriate box. Employer Sponsored I am employed by one of Australian Catholic Superannuation s Catholic employers and my employer will pay superannuation guarantee payments on my behalf. (See Section 6 for details of your insurance arrangements). Complete sections 2, 3, 4, 5, 6, 9, 10 and 12. OR Personal Plan I am not employed by one of Australian Catholic Superannuation s Catholic employers. (See Section 8 for details of your insurance arrangements) Complete sections 2, 3, 4, 7, 8, 9, 10, 11 and Your personal details Title Surname Given names Male Female Residential address Country Postal address Mobile Home telephone number By providing my address, I elect to receive Australian Catholic Superannuation communication electronically, including my annual statement, general correspondence and s. To help us better understand your needs, please answer the following optional questions: I am An Australian citizen A permanent resident A temporary resident Number of dependent children I am Single Married De facto Please mark ( ) this box if you do not wish to be contacted with marketing material from Australian Catholic Superannuation. MemEmpPer_Mar14_ISS2 Page 1 of 5 Australian Catholic Superannuation Offices in Sydney, Brisbane, Port Macquarie, Canberra, Townsville, Perth
2 3 Your Tax File Number I agree to provide my Tax File Number after reading Australian Catholic Superannuation s Superannuation Plan Product Disclosure Statement. I advise that my Tax File Number is If you choose not to provide your Tax File Number, Australian Catholic Superannuation is unable to accept post-tax contributions on your behalf and you may pay additional tax on other contributions and payments. Superannuation funds are required and authorised to ask you for your Tax File Number (TFN) under the Superannuation Industry (Supervision) Act Choosing not to provide your TFN is not an offence, but it may mean that you pay higher tax on your contributions and when you access your benefit in the future. Handy tip Why consolidate your super? One low admin fee Less paper work Greater control over your investment. 4 Consolidate your super accounts I wish to transfer my benefits from one or more super funds into Australian Catholic Superannuation. I have attached a copy of Australian Catholic Superannuation s Consolidate your super form and any supporting documentation required for each account I wish to transfer. Complete Sections 5 and 6 only if you are an Employer Sponsored Plan Member. Employers can register online. 5 Your employment details Complete this section only if you are an Employer Sponsored Plan member. Employer s name Employer s address Employer s phone number Date joined employer Salary $, Please read the insurance section of Australian Catholic Superannuation s Superannuation Product Disclosure Statement and our Insurance fact sheet for detailed information on our insurance options. 6 Your Employer Sponsored Plan insurance cover As an Australian Catholic Superannuation Employer Sponsored Plan member, you will automatically receive 3 default units of Death and Total and Permanent Disablement (TPD) insurance cover and up to 85% of your Salary as Income Protection Insurance (TSC) cover. If you would like to increase or amend your insurance arrangements, please mark ( ) the relevant box(es) below. We will then send you the appropriate documentation to complete. I wish to apply: For up to 6 units of Death and TPD insurance For more than 6 units of Death and TPD insurance To change my Income Protection Insurance (TSC) waiting and benefit period To increase my Income Protection Insurance (TSC) units To change my Death and TPD insurance from unitised to fixed cover I wish to opt out of: Death and Total and Permanent Disablement (TPD) cover TPD cover, but retain my Death cover Income Protection Insurance (TSC) cover, but retain my Death and TPD cover Death, TPD and Income Protection Insurance (TSC) cover *TSC = Temporary Salary Continuance cover. MemEmpPer_Mar14_ISS2 Page 2 of 5
3 7 Who can contribute to a Personal Plan Complete this section only if you are a Personal Plan member. By law, you can contribute to a Personal Plan with Australian Catholic Superannuation only if you satisfy one of the following conditions: (please mark ( ) the relevant box) I am under 65 years of age I am aged between 65 and 74 (inclusive) and have been gainfully employed for a period of at least 40 hours in a period of no more than 30 consecutive days in the current financial year. I am transferring my funds into Australian Catholic Superannuation I am under 65 years of age and receiving a spouse contribution I am aged between 65 and 69 and receiving a spouse contribution and have been gainfully employed for a period of at least 40 hours in a period of no more than 30 consecutive days in the current financial year. 8 Your Personal Plan insurance cover As an Australian Catholic Superannuation Personal Plan member, you will automatically receive 1 unit of default Death and Total & Permanent Disablement Cover (TPD). Please read the insurance section of Australian Catholic Superannuation s Superannuation Product Disclosure Statement and our Insurance fact sheet for detailed information on our insurance options. If you would like to increase or cancel your insurance, please mark ( ) the relevant box(es) below. We will then send you the appropriate documentation to complete. I wish to apply for death and TPD or death only cover of $750,000 or less I wish to apply for death and TPD or death only cover in excess of $750,000 I wish to apply for Income Protection Insurance (TSC) cover I wish to opt out of all insurance I wish to opt out of TPD and retain death only cover. Note Before completing this section, it is recommended that you read the Your investment choices fact sheet available from catholicsuper.com.au. 9 Choosing your investment options You can choose to invest in any one or a combination of up to 11 investment options. Invest my future contributions and rollovers in the following investment options: Managed options Diversified Shares (US) % Growth (UG) % MySuper Balanced (UB) % Socially Responsible Balanced (UE) % Conservative Balanced (UD) % Conservative (UC) % Build your own options Australian Shares (UT) % International Shares (UI) % Diversified Property (UR) % Diversified Fixed Interest (UF) % Cash (UP) % Total % The column must add up to 100% and you must select at least one option. MemEmpPer_Mar14_ISS2 Page 3 of 5
4 To make a Binding nomination, you must complete the Nominating your beneficiaries form available from catholicsuper.com.au. 10 Nominating your beneficiaries You can request us to pay your benefit in a certain way in the event of your death. By nominating your beneficiaries below, we will take into account your beneficiaries when determining who should receive a death benefit. This is known as a Non-binding nomination. Please see Australian Catholic Superannuation s Superannuation Plan Product Disclosure Statement for further information. The share of the benefit must be a whole number. Details of nominated beneficiaries : The total must equal 100% for your nomination to be valid. Total % If you wish to nominate more than four beneficiaries, please attach a separate page providing the above details (signed and dated). 11 Identification for Personal Plan Members Personal Plan members are not required by law to provide proof of identification. However, we recommend you do as this is a benefit for security purposes. Please refer to the Certifying your document fact sheet attached. MemEmpPer_Mar14_ISS2 Page 4 of 5
5 Take note Don t forget to sign and date your form before sending it back to us. 12 Declaration I am applying to be a member of Australian Catholic Superannuation. I have understood and read the Superannuation Plan Product Disclosure Statement. I agree to be bound by the provisions of the Trustee Deed including any amendments I agree to supply all information the Trustee Deed requires for the management and administration of the Fund I have obtained, read and understood the latest Product Disclosure Statement and incorporated information I confirm the information on this application is true and correct to the best of my knowledge I have read the section of the Product Disclosure Statement on the Fund s Privacy Policy and agree that the Trustee may use my personal information for the purposes described and may retain my Tax File Number on file. Print full name (use BLOCK LETTERS) Signature Date PRIVACY STATEMENT: By signing this form you consent to Australian Catholic Superannuation and Retirement Fund collecting and using your personal information to manage your superannuation and to comply with relevant legislation. If you do not provide this information, we may not be able to accurately manage your superannuation. Your personal information may be disclosed to other parties, including the Trustee Board, the Fund s insurer and professional advisors, government bodies and the trustee of any other fund to which you transfer. To access your personal information or for a copy of our Privacy Policy, visit catholicsuper.com.au or phone Contact us Please sign and date this form and return it to us: Australian Catholic Superannuation and Retirement Fund PO Box 656, Burwood NSW 1805 (02) For more information contact our helpful staff: MemEmpPer_Mar14_ISS2 Page 5 of 5
Telstra Super Personal Plus Application Please complete this application form to open a Telstra Super Personal Plus account.
Telstra Super Personal Plus Application Please complete this application form to open a Telstra Super Personal Plus account. RED SECTIONS FOR YOUR INFORMATION GREY SECTIONS TO FILL OUT INVESTMENT CHOICE
2015 Product Disclosure Statement
2015 Product Disclosure Statement Personal Division Issued 1 November 2015 Contents 1. About NSF Super 2. How super works 3. Benefits of investing with NSF Super 4. Risks of super 5. How we invest your
Member Application Form
Member Application Form ABN 76 829 356 693 RSE R1004366 SFN 299 735 940 SPIN CFS0102AU Chifley Financial Services Limited (Trustee) ABN 75 053 704 706 AFSL 231148 RSEL L0001120 Instructions Member Services
Application Form and Rollover Form
Super Division Application Form and Rollover Form Version 21, Issued 1 July 2016 EXCEPTIONAL BENEFITS! Only Water Corporation employees have access to our super fund. So join today and don t miss this
Member Details form. Member Application Form. Step 1 Your details. Complete this form to become a member of LUCRF Super.
Member Details form Member Application Form w Complete this form to become a member of LUCRF Super. Please complete all relevant sections using CAPITAL LETTERS and a BLACK or BLUE pen. Step 1 Your details
Member Product Disclosure Statement
Member Product Disclosure Statement Dated: 1 December 2012 CONTENTS About MTAA Super...2 How super works...2 Benefits of investing with MTAA Super...3 Risks of super...3 How we invest your money...4 Fees
Change My Insurance Details Form
Change My Insurance Details Form Please complete and return this form to: NESS Super, Locked Bag 20, Parramatta NSW 2124 Complete in pen using CAPITAL letters or type directly into this form and print
Pension Application Form
PITCHER RETIREMENT PRP PLAN Pension Application Form Member Details Mr Mrs Miss Ms Other First given name Middle names Family name Date of Birth / / Residential address Suburb/town State Postcode Daytime
Application for a departing Australia superannuation payment
Instructions and form for temporary residents Application for a departing Australia superannuation payment How to complete your Application for a departing Australia superannuation (super) payment. WHO
KPMG Staff Superannuation Plan Product Disclosure Statement
KPMG Staff Superannuation Plan Product Disclosure Statement Prepared: 27 June 2014 Things you should know: This Product Disclosure Statement ( PDS ) is a summary of significant information and contains
Product Disclosure Statement
Product Disclosure Statement Prepared and issued 15 June 2015 CONTENTS 1. About QIEC Super 2. How super works 3. Benefits of investing with QIEC Super 4. Risks of super 5. How we invest your money 6. Fees
Zurich Super Estate Management
Zurich Super Estate Management Binding Nominations The Trustee of the Zurich Master Superannuation Fund is Zurich Australian Superannuation Pty Limited ABN 78 000 880 553, AFSL 253 500, RSE Licence No.
Employer Insurance Application
for Property Focused Employer Sponsored Super Before you sign this application form, the Trustee or your financial adviser is obliged to give you the Property Focused Super Product Disclosure Statement
Employee Super Transfer authority
Employee Super Transfer authority Use this form when you wish to transfer benefits from another superannuation fund into your Asgard Employee Super Account. Please complete this Transfer authority in BLOCK
Insurance Variation Form
Insurance Variation Form SEND YOUR COMPLETED FORM TO: Australian Ethical Super, Locked Bag 5125, Parramatta NSW 2124. Please use BLOCK LETTERS and BLACK ink. Important notes Please use this form if you
Hostplus Superannuation Fund and Hostplus Personal Super Plan. Member forms. 26 September 2015
Hostplus Superannuation Fund and Hostplus Personal Super Plan. Member forms 26 September 2015 Which forms do I need? 1 Membership form. Use this form if you are joining Hostplus through your employer.
Super/pension account Payment request
Super/pension account Payment request Complete this form in BLOCK LETTERS and: post it to Asgard, PO Box 7490, Cloisters Square, Perth WA 6850 or fax it to (08) 9481 4834 Note: if this form is faxed, you
REQUEST FOR WITHDRAWAL
REQUEST FOR WITHDRAWAL If you need help For assistance call NGS Super Customer Service Team on 1300 133 177. Step 1. Complete your personal details Please print in black or blue pen, in uppercase, one
Family law and superannuation
Family law and superannuation Fact sheet This fact sheet looks at the process of splitting a superannuation benefit under the family law process and the types of benefits that may be affected, including
Your Super Guide. Product Disclosure Statement 15 December 2014 Nestlé Super Insured Accumulation category. Contents. Important Information
Australia Group Superannuation Fund Your Super Guide Product Disclosure Statement 15 December 2014 Nestlé Super Insured Accumulation category Contents 1 About Nestlé Super p2 2 How super works p2 3 Benefits
Redundancy. Benefit application form. Before you start SRR1 01/14. What we need from you. What you can expect from us
SRR1 01/14 Redundancy Benefit application form Before you start Before you complete this benefit application form, please read the CSS Product Disclosure Statement. This form and the Explanatory notes
Cessation of employment
SR1 04/12 Cessation of employment Benefit application form Before you start Before you complete this benefit application form, please read the CSS Product Disclosure Statement. This form and the Explanatory
Information for employers
₁ Issued July ₂₀₁₅ Information for employers AMP Flexible Super Guide Registered trademark of AMP Limited ABN 49 079 54 519. This guide provides information specifically for employers about AMP Flexible
ENTERPRISE SUPER MEMBERS GUIDE. EMPLOYER SPONSORED SUPERANNUATION & PERSONAL SUPERANNUATION Issue Date: 22 June 2012
ENTERPRISE SUPER EMPLOYER SPONSORED SUPERANNUATION & PERSONAL SUPERANNUATION Issue Date: 22 June 2012 Enterprise Super is a division of General Retirement Plan, ABN 32 894 907 884 PO Box 1282, Albury NSW
Retain copies. Beneficiaries. Guarantee. Contact us
North MyNorth Client data collection form MyNorth Super A guide to completing this form Purpose of this form This form may be used by you to collect client data for the submission of a MyNorth application
Accumulation 1. Inside. Product Disclosure Statement issued 22 July 2013 by UniSuper Limited ABN 54 006 027 121
Accumulation 1 Product Disclosure Statement issued 22 July 2013 by UniSuper Limited ABN 54 006 027 121 Inside 1. About UniSuper 2. How super works 3. Benefits of investing with UniSuper 4. Risks of super
How super works Date of issue: 1 July 2013
www.mtaasuper.com.au Phone: 1300 362 415 / Fax: 1300 365 142 An Industry SuperFund How super works Date of issue: 1 July 2013 The information in this document forms part of the Product Disclosure Statement
TTR refresh. Qwealth Superannuation Master Trust. 1. Member s details. 2. Account details. 1 July 2014. Client Services Phone 1300 704 704.
TTR refresh Qwealth Superannuation Master Trust 1 July 2014 Oasis Fund Management Limited (Trustee) ABN: 38 106 045 050 AFSL: 274331 RSE Licence: L0001755 Oasis Superannuation Master Trust (Trust) ABN:
CommInsure Corporate Insurance. Superannuation Trust. Annual Report 2013
CommInsure Corporate Insurance Superannuation Trust Annual Report 2013 Fund CommInsure Corporate Insurance Superannuation Trust ABN 49 968 181 565 R1072457 PO Box 1282 ALBURY NSW 2640 Phone: 1300 767 400
Tax on contributions. Non-concessional (after tax) contribution caps. Age at 1 July 2015 Annual cap Tax rate Under 65 $180,000* Nil 65-74 $180,000 Nil
This section summarises the main Federal Government taxes that apply to superannuation at the time of preparation. For more information, contact MyLife MySuper on 1300 MYLIFE (695 433) or the Australian
Log into online internet banking, eg www.commbank.com.au. Select the Bpay option and provide the relevant information where required.
Bpay users 1 Log into online internet banking, eg www.commbank.com.au. 2 Select the Bpay option and provide the relevant information where required. The tables below contain the relevant biller codes for
ASC Superannuation Plan
ASC Superannuation Plan sub-plan of The Executive Superannuation Fund Product Disclosure Statement 28 June 2013 Things you should know: This Product Disclosure Statement ( PDS ) is a summary of significant
Reliance Super. Product Disclosure Statement. 1 July 2015. Contents. a membership category of Maritime Super. Contact Member Services
Product Disclosure Statement 1 July 2015 Contents 1. About Maritime Super s Reliance Super 2 Reliance Super a membership category of Maritime Super 2. How super works 2 3. Benefits of investing with Reliance
Life Events/Salary Increase cover
Fact sheet and form Life Events/Salary Increase cover What this fact sheet covers This fact sheet provides information about Life Events insurance cover and Salary Increase cover available through our
Application for superannuation benefits temporary residents departing Australia permanently
GPO Box 89 Melbourne Vic 3001 VicSuper Member Centre 1300 366 216 vicsuper.com.au Application for superannuation benefits temporary residents departing Australia permanently * Indicates that providing
Sunsuper for life. A simple and easy solution for life! Low fees Strong performance MySuper approved. Product Disclosure Statement
Sunsuper for life Product Disclosure Statement Preparation date: 9 June 2015 Issue date: 1 July 2015 A simple and easy solution for life! Low fees Strong performance MySuper approved Contents Page 1 About
Superannuation and Deferred Annuity Redemption / transfer form
Superannuation and Deferred Annuity Redemption / transfer form This form is to be used when redeeming your superannuation benefit from the Zurich Deferred Annuity or from the Zurich Master Superannuation
Product. Disclosure Statement. 2. How superannuation works. 1. About Russell SuperSolution CONTENTS. Russell SuperSolution General Division
Your Product Disclosure Statement Russell SuperSolution General Division 1 July 2015 CONTENTS 1. About Russell SuperSolution...1 2. How superannuation works...1 3. Benefits of investing in Russell SuperSolution...2
Application for benefit payment or transfer
Application for benefit payment or transfer Use this form if you want to cash in your benefit or transfer all or part of your super balance to another super fund. This form should not be used by temporary
Product Disclosure Statement
Product Disclosure Statement MYSUPER AUTHORISATION NUMBER 72229227691044 1 July 2014 NESS Super, the industry fund to power your financial future inside 1 About NESS Super 2 2 How super works 2 3 Benefits
AMP Superannuation Savings Trust Register of significant event notifications
AMP Superannuation Savings Trust Register of significant event notifications This register provides a summary of significant event and material change notifications issued to members of the AMP Superannuation
Complete this form to withdraw part or all of your benefit as a lump sum, roll over to another GESB account and/or to another complying super fund.
Benefit access Gesb Super and West State Super SUP E R ANNUATION Complete this form to withdraw part or all of your benefit as a lump sum, roll over to another GESB account and/or to another complying
Fact Sheet Tax on Super 2009/10
It pays to belong TM Key Focus A tax of 15% applies to concessional (i.e. before tax) contributions. All employer and salary sacrifice contributions will be taxed at the top marginal rate if your super
Fixed insurance cover
Fact sheet and form Fixed insurance cover When it comes to insurance cover, one size doesn t necessarily fit all. That s why you have the ability to convert your Death and Total & Permanent Disablement
SASS FORM 405 APPLICATION FOR BENEFIT PAYMENT UPON (OR DEFERRAL) How to apply. Use this form... Do not use this form. Notes for applicants
SASS FORM 405 APPLICATION FOR BENEFIT PAYMENT UPON (OR DEFERRAL) THE DEATH OF A SASS OF CONTRIBUTORY BENEFITS ON OR RETRENCHMENT DEFERRED BENEFIT MEMBER Please print clearly in black ink. Use this form...
Superannuation Product Disclosure Statement effective 1 January 2016
Superannuation Pensions Insurance Financial Advice Superannuation Product Disclosure Statement effective 1 January 2016 Contents About us 2 How super works 3 Benefits of investing with us 3 Risks of super
Withdrawal Flexi Pension
Fact sheet and form Withdrawal Flexi Pension You can make a full or partial lump sum withdrawal from your Flexi Pension account at any time. What this fact sheet covers This fact sheet explains the rules
Contents 1 About Cbus 2 2 How super works 2 3 Benefits of investing. Product Disclosure Statement: 1 November 2015
Join Cbus Personal Super Product Disclosure Statement: 1 November 2015 Auth. No. 75 493 363 262 473 This Product Disclosure Statement (PDS) is a summary of significant information about Cbus and contains
Make a lump sum withdrawal or rollover For a transition to retirement income stream
CSC retirement income RI04 04/13 Make a lump sum withdrawal or rollover For a transition to retirement income stream Use this form if you have a transition to retirement income stream and wish to > > make
Super Product Disclosure Statement (PDS)
Super Product Disclosure Statement (PDS) 1 July 2015 Contents 1. About us... 2 2. How super works... 3 3. Benefits of investing with Mine Wealth + Wellbeing Super... 4 4. Risks of super... 5 5. How we
your GuildSuper product disclosure statement
your GuildSuper product disclosure statement Issued 1 July 2014 Contents About GuildSuper 2 How super works 2 Benefits of investing with GuildSuper 3 Risks of super 3 How we invest your money 4 Fees and
Withdrawal Form 1 July 2015
Withdrawal Form 1 July 2015 OnePath Life Limited ABN 33 009 657 176 AFSL 238 341 242 Pitt Street, Sydney NSW 2000 Customer Services Phone 133 665 Email customer@onepath.com.au Website onepath.com.au Instructions
Issued by T.I.S. Pty Ltd ABN 73 065 319 735 AFSL 247249
The Transport Industry Superannuation Fund Insurance Guide Prepared and issued 1 July 2014 Issued by T.I.S. Pty Ltd ABN 73 065 319 735 AFSL 247249. This information in this guide forms part of the Product
Insurance Personal Questionnaire
Insurance Personal Questionnaire Name of Client 1: Name of Client 2: This section is completed by your Adviser Adviser Name: Adviser Code: Interview Date: FSG Version Number Provided: Adviser Profile Number
Lump sum benefit payment request for your superannuation or account based pension
Lump sum benefit payment request for your superannuation or account based pension How to claim a benefit To claim a benefit you will need to complete the attached Benefit Payment Request and send it direct
Concept One Superannuation Plan and The Industry Superannuation Fund will merge to form. Concept ne
Prepared: 9 November 2012 SIGNIFICANT EVENT NOTICE On 22 February 2013 The Industry Superannuation Fund (TISF) will merge with the Concept One Superannuation Plan (Concept One) and this will result in
REST Super Member Guide
REST Super Member Guide Effective 1 October 2015 REST Super has a MySuper option The information in this document forms part of the REST Super Product Disclosure Statement (PDS), effective 1 October 2015.
Personal Plan. Product Disclosure Statement. www.australiansuper.com/join
Personal Plan Product Disclosure Statement www.australiansuper.com/join 1. About AustralianSuper 2. How super works 3. Benefits of investing with AustralianSuper 4. Risks of super 5. How we invest your
Advance Retirement Suite Super Early Release Financial Hardship Application
Advance Retirement Suite Super Early Release Financial Hardship Application Trustee: BT Funds Management Ltd (BTFM) ABN 63 002 916 458 AFSL 233724 GUIDE TO COMPLETING THIS FORM > > Use this form if you
Product Disclosure Statement
AMP Retirement Savings Account Product Disclosure Statement Contents 1. About AMP Retirement Savings Account 2. How super works 3. Benefits of investing with AMP Retirement Savings Account 4. Risks of
Telstra Super Personal Plus
01/ 17 NOVEMBER 2015 PRODUCT DISCLOSURE STATEMENT Telstra Super Personal Plus Making the most of your future Contents 01 About Telstra Super and Telstra Super Personal Plus 02 02 How super works 02 03
Insurance request VicSuper FutureSaver
GPO Box 89 Melbourne Vic 3001 VicSuper Member Centre 1300 366 216 vicsuper.com.au Insurance request VicSuper FutureSaver * Indicates that providing this information is mandatory. Not doing so may delay
Payment of unclaimed superannuation money
Instructions and form for super fund members Payment of unclaimed superannuation money How to complete your Application for payment of unclaimed superannuation money individual. For information about unclaimed
Your death and disability benefits (Personal Members)
Rio Tinto Staff Superannuation Fund Guide 7 Your death and disability benefits (Personal Members) The information in this document forms part of the following Product Disclosure Statements for the Rio
Product Disclosure Statement
Product Disclosure Statement Employer Sponsored Division AMIST Super Hotline 1800 808 614 www.amist.com.au service@amist.com.au Issued: 20 April 2015 Contents 1. About AMIST Super Employer Sponsored Division
MEMBER GUIDE PRODUCT DISCLOSURE STATEMENT
MEMBER GUIDE PRODUCT DISCLOSURE STATEMENT Date of issue: 13 August 2015 2 SUPER SA SELECT > PDS CONTENTS 1. About Super SA Select 3 2. How super works 4 3. Benefits of investing with Super SA Select 6
Your death and disability benefits (Rio Tinto)
Rio Tinto Staff Superannuation Fund Guide 6 22 June 2012 Your death and disability benefits (Rio Tinto) The information in this document forms part of the Product Disclosure Statement for the Rio Tinto
Withdrawals. 1. Investor details
MLC Navigator Investment Plan MLC Navigator Retirement Plan MLC Navigator Access Investment MLC Navigator Access Super and Pension Withdrawals Please tick where appropriate: Account closure (Sections 1,
Death only (including terminal illness) insurance cover (Prime division)
FACT SHEET Death only (including terminal illness) insurance cover (Prime division) 1 May 2014 Please note before reading this fact sheet: As a member of Prime Super, you will generally be allocated a
Insurance guide. SignatureSuper AMP Life Association and Personal fact sheet. Issued ₁ July ₂₀₁₅
Issued ₁ July ₂₀₁₅ Insurance guide SignatureSuper AMP Life Association and Personal fact sheet AMP Corporate Super Registered trademark of AMP Life Limited ABN 84 079 300 379. The information in this document
Early release of super on compassionate grounds How to make a claim
Early release of super on compassionate grounds How to make a claim Please note if you have ceased work due to sickness or injury, call us on 13 11 84 before proceeding. Am I eligible to make a claim?
2013 Benefit Statement Notes
2013 Benefit Statement Notes At 30 June 2013 Important information The Board of Trustees of the State Public Sector Superannuation Scheme (ABN 32 125 059 006) (QSuper Board) is required to provide you
Plum Superannuation Fund Plum Superannuation Fund Plum Personal Plan Preparation date: 18 December 2015
Plum Superannuation Fund Plum Superannuation Fund Plum Personal Plan Preparation date: 18 December 2015 This update to the Plum Superannuation Fund Product Disclosure Statement is provided as a result
Concept ne. Great News. Concept ne. and Concept One Superannuation Plan will merge to form... the Industry Superannuation Fund
Great News FOR EMPLOYERS! The Industry Superannuation Fund and Concept One Superannuation Plan will merge to form... Concept ne the Industry Superannuation Fund SIGNIFICANT EVENT NOTICE On 22 February
grow your super Seven ways to Some handy hints to help you grow your super investments December 2014 Now incorporating Find out how you can:
Find out how you can: Make regular personal contributions a small amount can make all the difference. Salary sacrifice your contributions and reduce your tax at the same time. Seven ways to grow your super
Fund Restructure Request
Fund Restructure Request SC no. (office use only) Campaign Code (if applicable) The Service About the service For more information Any changes to your fund (e.g. new fund name, adding or removing trustees,
The Executive Superannuation Fund
The Executive Superannuation Fund Agenda Overview of The Executive Superannuation Fund ( the Fund ) Contributions ti and insurance benefits available to KPMG staff Investment option asset allocation Investment
BT Super for Life. Product Disclosure Statement (PDS) Contents. Dated 1 July 2014
Contents BT Super for Life Product Disclosure Statement (PDS) Dated 1 July 2014 1. About BT Super for Life 2 2. How super works 2 3. Benefits of investing with BT Super for Life 3 4. Risks of super 5 5.
Business Superannuation Financial Needs Analyser
Business Superannuation Financial Needs Analyser Employer details Employer Name: Industry Phone: Address: Level 19, 1 Alfred Street Sydney, NSW, 2000 GPO Box 3323 Sydney, NSW, 2001 Telephone: (02) 8272
Income protection claims
PSSap14 04/12 Income protection claims Who should read this? Members with income protection cover who have not worked for an extended period of time due to injury or sickness and wish to claim for income
Atwood Oceanics Australia Superannuation Plan sub-plan of The Executive Superannuation Fund
Atwood Oceanics Australia Superannuation Plan sub-plan of The Executive Superannuation Fund ACCUMULATION DIVISION INCORPORATED INFORMATION Prepared: 11 September 2012 The issuer and Trustee of the Atwood
BT Lifetime Super SuperWrap Foreign Superannuation Transfers
BT Lifetime Super Employer Plan SuperWrap Foreign Superannuation Transfers Employer Brochure 1 July 2015 Employer Brochure Dated 1 July 2015 Table of contents Welcome to BT Super 1 Benefits of BT Super
Challenger Guaranteed Allocated Pension
Challenger Guaranteed Allocated Pension Product Disclosure Statement (PDS) Dated 1 January 2015 Challenger Retirement Fund Allocated Pension (SPIN CIT0101AU) (ABN 87 883 998 803) (RSE Registration Number
AIA Australia Risk Only Super Solution
AIA Australia Risk Only Super Solution A division of the AIA Superannuation Fund Member Product Disclosure Statement Dated 1 December 2014 Featuring: Death cover (including Terminal Illness cover) Total
MLC MasterKey Business Super
Preparation date 5 December 2014 Issued by The Trustee MLC Nominees Pty Limited (MLC) ABN 93 002 814 959 AFSL 230702 The Fund The Universal Super Scheme ABN 44 928 361 101 This application form is valid
Notice of intent. Fact sheet and form. What this fact sheet covers. Who is this fact sheet for? When should I complete a notice of intent?
Fact sheet and form Notice of intent A notice of intent to claim or vary a deduction for personal super contributions (notice of intent) allows you to claim a tax deduction for your personal contributions,
Your Guide. to the Meridian. Personal. Super Plan. Product Disclosure Statement. Issued 1 January 2004 MPS 4
Your Guide to the Meridian Product Disclosure Statement Issued 1 January 2004 Personal Super Plan MPS 4 What this Guide is about MPSuper Product Disclosure Statement This Guide was prepared and issued
Supplementary Product Disclosure Statement
The Portfolio Service Superannuation Plan The Portfolio Service 1 July 2014 Supplementary Product Disclosure Statement Issuer: Questor Financial Services Limited ABN 33 078 662 718 AFS Licence No. 240829
1 July 2007. To whom it may concern
Colonial First State Investments Limited ABN 98 002 348 352 AFS Licence 232468 Level 29 52 Martin Place Sydney GPO Box 3956 Sydney NSW 2001 Telephone 02 9303 3000 Facsimile 02 9303 3200 colonialfirststate.com.au
Flexible Lifetime Super
Issued ₁ July ₂₀₁₅ Flexible Lifetime Super Insurance fact sheet Registered trademark of AMP Life Limited ABN 84 079 300 379. This document is a fact sheet for the product disclosure statement (PDS) dated
Contributions splitting
Instructions for and subject form for super fund members Contributions splitting How to complete your Superannuation contributions splitting application. BEFORE COMPLETING THIS APPLICATION Contact your
SignatureSuper Insurance Guide Fact Sheet Association and SignatureSuper Personal Plans AMP Life Limited
SignatureSuper Insurance Guide Fact Sheet Association and SignatureSuper Personal Plans AMP Life Limited Issued 30 June 2014 AMP Corporate Super The information in this Fact Sheet forms part of the SignatureSuper
Choosing a super fund
Instructions and form for employers and employees Choosing a super fund How to complete your Standard choice form (NAT 13080). DO YOU NEED TO COMPLETE THIS FORM? Employers You must complete this form if
Individual insurance transfer
AON MASTER TRUST Individual insurance transfer Use this form if you are a current member or joining the Aon Master Trust as a new member and you wish to transfer your current insurance cover with another
BT Super for Life. Product Disclosure Statement (PDS) Contents. Dated: 1 July 2015
Contents BT Super for Life Product Disclosure Statement (PDS) Dated: 1 July 2015 1. About BT Super for Life 2 2. How super works 2 3. Benefits of investing with 3 BT Super for Life 4. Risks of super 5
Business Access Saver Application and Authority to Operate
This form can be used to open the Business Access Saver For Companies, Partnerships, Sole Traders, Associations, Co-operatives, Trusts and Government Entities. Please completed the required sections based
Energy Super Corporate Member Guide - Ergon Energy
Energy Super Corporate Member Guide - Ergon Energy Product Disclosure Statement - Defined Contribution members Prepared and issued 1 September 2013 CONTENTS 1. About Energy Super 2 2. How super works 2
THE GHC FOUNDATION SIPP
THE GHC FOUNDATION SIPP APPLICATION FORM GHC Foundation SIPP is operated by Intelligent Money, authorised and regulated by the Financial Conduct Authority FCA number 219473 and registered in England and
Bentham Asset Management Application Form. Customer identification. Contact details. Checklist. Use this application form if you wish to invest in:
Bentham Asset Management Application Form Use this application form if you wish to invest in: Bentham Wholesale Global Income Fund Bentham Wholesale Syndicated Loan Fund Bentham Wholesale High Yield Fund