SUPERANNUATION Changing jobs?



Similar documents
SUPERANNUATION Changing jobs?

SUPERANNUATION Changing jobs?

Keep your exclusive membership if you leave employment with the Group

Home Insurance OneAnswer

INSURANCE. Life insurance claims. Your step-by-step guide

OneAnswer Personal Super and Pension. Additional Information Guide

1 July To whom it may concern

Log into online internet banking, eg Select the Bpay option and provide the relevant information where required.

INSURANCE. Income protection and business expense claims. Your step-by-step guide

Bring your Australian super home. ANZ KiwiSaver Scheme ANZ Default KiwiSaver Scheme

ANZ Superannuation Savings Account Withdrawal Form

SUPERANNUATION. Corporate Super OnePath Life Limited. Death and Total and Permanent Disablement Cover. Insurance Guide

Put your clients on the TTR track

Employee Super Transfer authority

ANZ Super Advantage INSurANce GuIde

RETIREMENT. Transition to retirement

Superannuation and Deferred Annuity Redemption / transfer form

Investment. A guide to investment bonds

Super/pension account Payment request

SUPERANNUATION. Home Insurance. Super fundamentals. Foundations for your future

Lump sum benefit payment request for your superannuation or account based pension

Your Guide. to the Meridian. Personal. Super Plan. Product Disclosure Statement. Issued 1 January 2004 MPS 4

Concept ne. Great News. Concept ne. and Concept One Superannuation Plan will merge to form... the Industry Superannuation Fund

2015 Product Disclosure Statement

ANZ Superannuation Savings Account

SUPERANNUATION. Home Insurance. Super fundamentals. Foundations for your future

INSURANCE Life insurance through superannuation

Personal Plan. Product Disclosure Statement.

Application Form and Rollover Form

Adviser use only. Easy access to retail insurance FirstChoice

Withdrawal Form 1 July 2015

Member Application Form

SUPERANNUATION. Integra Super OnePath Life Limited. Insurance Guide

Super funds may appear the same. This checklist may help you compare what your employer provides, with other funds.

Information for employers

How super is taxed. VicSuper FutureSaver Member Guide

Sunsuper for life. Employer guide. Preparation date: 22 June 2012 Issue Date: 1 July 2012

St.George Income Protection as Superannuation. Annual report for the year ended 30 June 2015.

SignatureSuper Member Guide Fact Sheet

BT Select Portfolio SuperWrap

The sooner you start thinking about growing your super, the better. But it s never too late.

REQUEST FOR WITHDRAWAL

SWMS Super Wrap. Product Disclosure Document. This product is issued by: Issued 1 July 2014

MLC MasterKey Business Super

MLC MasterKey Super & Pension Fundamentals MLC MasterKey Super & Pension How to Guide

Information for temporary residents departing Australia

Cessation of employment

BT Term Life as Superannuation

Withdrawal Flexi Pension

The Trustee continues to conduct its duties under the HIP Trust Deed and superannuation laws.

Illustrator and OneCare Express Quick reference guide INSURANCE

How super works. VicSuper FutureSaver Member Guide

Challenger Guaranteed Allocated Pension

RETIREMENT. Home Insurance. Get on the TTR track How to transition to retirement tax-effectively

OneAnswer Frontier Personal Super and Pension. Fees Guide

Product Disclosure Statement

SASS FORM 405 APPLICATION FOR BENEFIT PAYMENT UPON (OR DEFERRAL) How to apply. Use this form... Do not use this form. Notes for applicants

Make a lump sum withdrawal or rollover For a transition to retirement income stream

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:

Matrix Superannuation Master Trust Supplementary Product Disclosure Statement

WHOLE BALANCE TRANSFER TO A KIWISAVER SCHEME

Challenger Guaranteed Annuity (Liquid Lifetime)

ANZ OneAnswer. Investment Portfolio. Incorporated Material

Your Super Guide. Product Disclosure Statement 15 December 2014 Nestlé Super Insured Accumulation category. Contents. Important Information

St.George Income Protection as Superannuation. Annual report for the year ended 30 June 2014.

BT Income Protection as Superannuation

REST Super Member Guide

Beneficiary nomination form

Adviser use only. Easy access to retail insurance FirstWrap

Adviser Guide. Best of the Best 2015 Fund Manager by Money Magazine. July BEST FUND MANAGER Russell Investments selected as the

Product. Disclosure Statement. 2. How superannuation works. 1. About Russell SuperSolution CONTENTS. Russell SuperSolution General Division

Application for benefit payment or transfer

BT Lifetime. Personal Super. Contents. 1. About BT Lifetime Personal Super 2 2. How super works 2 3.

ANZ Superannuation Savings Account Life Insurance Application Form

Telstra Super Personal Plus Application Please complete this application form to open a Telstra Super Personal Plus account.

Withdraw super from your Rollover Account

YOUR UBANK USAVER SMSF.

Plum Superannuation Fund Plum Superannuation Fund Plum Personal Plan Preparation date: 18 December 2015

ENTERPRISE SUPER MEMBERS GUIDE. EMPLOYER SPONSORED SUPERANNUATION & PERSONAL SUPERANNUATION Issue Date: 22 June 2012

Fixed insurance cover

How To Understand Your Superannuation Account At Sunsuper For Life

ANZ Super Advantage. Supplementary Product Disclosure Statement. Fee changes. 1 November Change to the Withdrawal Fee and index used

KPMG Staff Superannuation Plan Product Disclosure Statement

Contributing to your super

Personal Choice Private ewrap Super/Pension

MLC Wrap and Navigator Investor Online. A guide to accessing your account online

Taking the mystery out of salary sacrifice

Supplementary Product Disclosure Statement SuperWrap

Retirement made easy. Helping you achieve your retirement goals. rest.com.au/restpension

Hostplus Superannuation Fund and Hostplus Personal Super Plan. Member forms. 26 September 2015

Withdrawals. 1. Investor details

ANZ Smart Choice Super. Insurance Guide For employers and their employees

BT Super for Life. Product Disclosure Statement (PDS) Contents. Dated 1 July 2014

INSURANCE Our claim on claims

This Information Sheet has been prepared for Senior Executive members in the Defined Benefit Section who are under age 65.

ANZ Smart Choice Super

Family law and superannuation

BT Protection Plans. Product Disclosure Statement and Policy Document (PDS)

A guide to our Financial services

Transcription:

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

Fund Nomination Form Corporate Super February 2012 OnePath MasterFund ABN 53 789 980 697 RSE R1001525 OnePath Custodians Pty Limited ABN 12 008 508 496 AFSL 238346 RSE L0000673 347 Kent Street, Sydney NSW 2000 Customer Services Phone 1800 627 625 Fax 02 9234 6668 Email corpsuper@onepath.com.au 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 R1001525 Superannuation ABN: 53 789 980 697 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: 012 911 Account number: 000 838 649 Reference number: SG + member number BPAY Biller Code: 838 649 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 2001. Please quote the member number and the type of contribution being made. Registered to BPAY Pty Ltd ABN 69 079 137 518.

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 1992. 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) 53 789 980 697 Superannuation Fund Number (SFN) 2929 169 44 Superannuation Product Identification MMF0393AU Number (SPIN) Corporate Super Fund contact details Customer Services GPO Box 5306 Sydney NSW 2001 Telephone: 1800 627 625 weekdays between 8.30am and 8.00pm (AEST) Email: corpsuper@onepath.com.au Website: onepath.com.au/member Yours sincerely Craig Brackenrig Director, OnePath Custodians Pty Limited

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 www.heronpartners.com.au, www.chantwest.com.au and www.selectingsuper.com.au

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 1800 627 625 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.

Customer Services Phone 1800 627 625 weekdays between 8.30am and 8.00pm (AEST) Fax 02 9234 6668 Email corpsuper@onepath.com.au Address Corporate Super OnePath Life Limited GPO Box 5306 Sydney NSW 2001 Corporate Super is a product offered by OnePath MasterFund (ABN 53 789 980 697, RSE R1001525) (Fund). When you invest in Corporate Super, you become a member of the Fund. OnePath Custodians Pty Limited (ABN 12 008 508 496, AFSL 238346, RSE L0000673) 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