SUPERANNUATION Changing jobs?

Transcription

1 SUPERANNUATION Changing jobs? Your guide to keeping your Corporate Super account

2 Fund Nomination Form Corporate Super February 2012 OnePath MasterFund ABN RSE R OnePath Custodians Pty Limited ABN AFSL RSE L Kent Street, Sydney NSW 2000 Customer Services Phone Fax Dear Employer I wish to nominate Corporate Super as my choice of fund for future superannuation contributions. I have provided a Letter of Compliance from the Trustee stating that the fund is a complying fund. Nominated fund details Fund name: OnePath MasterFund RSE R Superannuation ABN: Superannuation Product Identification Number (SPIN): MMF0393AU Corporate Super Account name (Your first name and last name) Member number Customer reference number My (employee) details My name: My payroll number: My signature: Date (dd/mm/yyyy) DD / MM / YYYY Employer use only: Date accepted: DD / MM / YYYY Date processed: DD / MM / YYYY Methods of paying SG contributions into my account Internet banking (EFT) BSB number: Account number: Reference number: SG + member number BPAY Biller Code: Reference number: 11 + customer reference number Cheque Cheques are payable to OnePath Life Corporate Super and should be addressed to: OnePath Life Limited Corporate Super, GPO Box 5306, Sydney NSW Please quote the member number and the type of contribution being made. Registered to BPAY Pty Ltd ABN

3 Letter of Compliance Corporate Super February 2012 OnePath Custodians Pty Limited 347 Kent St, Sydney NSW 2000 To whom it may concern I confirm the following statements on behalf of OnePath Custodians Pty Limited (Trustee), the trustee of OnePath MasterFund (Fund). Complying superannuation fund The Fund is a complying, resident, regulated superannuation fund under the Superannuation Industry (Supervision) Act 1993 (SIS Act). The Fund is not subject to a direction under section 63 of the SIS Act, nor does it expect to receive such a direction. Contributions The Fund is able to accept superannuation guarantee contributions as well as other additional employer contributions. Corporate Super offers insurance that meets the minimum requirements set out in the Superannuation Guarantee (Administration) Act The trust deed governing the Fund also allows benefits to be transferred from other resident regulated superannuation funds into the Fund, and allows benefits to be transferred or rolled over from the Fund to other resident regulated funds. Members may only cash preserved benefits in circumstances permitted under SIS. Further details Further details relating to the Fund appear in the table below. Fund details Fund name OnePath MasterFund Australian Business Number (ABN) Superannuation Fund Number (SFN) Superannuation Product Identification MMF0393AU Number (SPIN) Corporate Super Fund contact details Customer Services GPO Box 5306 Sydney NSW 2001 Telephone: weekdays between 8.30am and 8.00pm (AEST) corpsuper@onepath.com.au Website: onepath.com.au/member Yours sincerely Craig Brackenrig Director, OnePath Custodians Pty Limited

4 Choose Corporate Super Personal and you ll continue to enjoy great features There are many great reasons to choose Corporate Super - Personal when you change jobs: Value for money competitive group pricing with group fee discounts Extensive choice 50 investment funds with unlimited switching Comprehensive insurance cover insurance for death, disablement and income protection to protect you and your family^ Online account access view and transact on your account Retirement solutions you can easily transfer to a pension product (OneAnswer Pension) when you retire or transition to retirement InvestorBenefits enjoy access to OnePath s banking, health, lifestyle and entertainment member benefits package Education and information resources a suite of useful tools to help you to grow your super and keep informed. Benefit more from your membership. Visit onepath.com.au/member to access your online resources today Invest with confidence We re proud to have been recognised with the highest industry ratings and awards. These include The Heron Partnership s Heron 5 Quality Star Rating and Top 10 Insurance Features, Chant West rating of 5 Apples and the Selecting Super Quality Rating of AAA. ^ Premiums will change, so see your Transfer Statement for more details. If your insurance cover has been provided by an insurer other than OnePath Life, it will not automatically continue and you will need to apply for cover either with OnePath Life or a continuation option with your previous employer s insurer. Read the Insurance Guides for more details. For more information visit and

5 You ve left your employer Over your working life, you re likely to have several jobs and different employers. While a new job is generally a good thing, having to set up a new super account may not be. You don t need to start another super account as we ve transferred your account to Corporate Super Personal so you can enjoy many of the same benefits. You can continue your Corporate Super account by simply: 1. Completing the attached Fund Nomination Form If your new employer allows choice of fund, the form contains all the information they need to start making contributions into your super account on your behalf. 2. Giving the completed and signed form to your new employer It s that easy. A job change can be an ideal time to organise your super While it s top of mind, there are a couple of easy steps you can take to help organise and make the most of your super. Consolidate your accounts Consolidating your super into your OnePath account is easy. Simply complete the Rollover Form from onepath.com.au/member and provide certified * proof of identity for each account you re consolidating. Be sure to check if there are any exit fees charged by your other fund(s) and that you have adequate insurance cover. If you are aged 60 years or over, you may also have access to your super funds. We recommend you speak with your adviser for more information. Provide your tax file number (TFN) To provide your TFN, simply call us on or send us a completed Tax File Number Nomination Form available from onepath.com.au/member * A certified copy is a photocopy which has been compared with the original and endorsed as a true copy by an individual approved to do so, for example a Justice of the Peace, legal practitioner, Australia Post employee, finance company officer with five or more years of continuous service.

6 Customer Services Phone weekdays between 8.30am and 8.00pm (AEST) Fax Address Corporate Super OnePath Life Limited GPO Box 5306 Sydney NSW 2001 Corporate Super is a product offered by OnePath MasterFund (ABN , RSE R ) (Fund). When you invest in Corporate Super, you become a member of the Fund. OnePath Custodians Pty Limited (ABN , AFSL , RSE L ) is the trustee and issuer of the Fund. This information is current at March 2012 but is subject to change. The information provided is of a general nature and does not take into account an investor s personal needs, financial circumstances or objectives. Before acting on this information, an investor should consider the appropriateness of the information, having regard to their needs, financial circumstances and objectives. An investor should read the relevant PDS available at onepath.com.au/member and consider whether a particular product is right for them before making a decision to acquire or continue to hold the product. L2578/0312 onepath.com.au