first state super consolidation form

Update your details including address, other contact or bank account details, account name or provide your Tax File H�2�350�45VH�2T0T���@!s�.K=SK8�̳��XF@2��@����d��\(���LB�CL3�07� � To find out further information, please refer to the appropriate form shown below. Provide authorisation to directly credit or debit your bank account when requested. Contact us on 13 13 36. We will store your preference in your browser's local storage for 90 days. Select your product from the relevant product type below and then choose the form you need. Establish a non-lapsing death benefit nomination. First State Super and VicSuper Pty made their consolidation …

H�2�350�45VH�2T0T���@!s�.K=SK8�̳��XF@2��@����d��\(���LB�CL3�07� � If you have any questions, please call us on 1300 650 873. Financial planning services are provided by our financial planning business Aware Financial Services Australia Limited, ABN 86 003 742 756, AFSL No. H�d�A�0�~�_`�vB�g��� ���T���e��]o��؊������Uq�\����%�3$�E�s��b�ph��5y�������g�vP����d�P)I��Ng����� �+Y Split your contributions made during a financial year to your spouse's superannuation account. Provide further details of the attorney or guardian you have appointed to act on your behalf and establish their identity for the purposes of Anti-Money Laundering laws. Authorise an adviser service fee to be deducted from your account. If you hold an existing insurance policy with another superannuation account, our insurer may agree to waive underwriting requirements to provide the same amount of cover under your FirstChoice Employer Super account. IMPORTANT! Aware Super. Authorise an adviser service fee from your account. Underwriting requirements. You can consolidate your super online via the MyGov website. Closure of Colonial First State Managed Investment Funds and Rollover & Superannuation Fund products. However their total retirement phase pension account balance will now count towards the $1.6 million Transfer Balance Cap. Establish the identity of the government body for the purposes of Anti-Money Laundering laws. Once you have this single piece of information, you can sort out your super in minutes. You may reset your preference at any time by navigating back to the personal site. The information in the site is for adviser and researcher use only. Use this form if you are an individual and need to provide details of your foreign tax status for the purpose of FATCA and Common Reporting Standards.

To consolidate your super, all you need is your tax file number. Increase your cover under a "life event" option. A guide to work out whether further health evidence may be required for your insurance cover. Authorise an adviser service fee to be deducted from your account. Establish the identity of the unregulated trust for the purposes of Anti-Money Laundering laws. VicSuper’s current CEO, Michael Dundon will be appointed as Deputy CEO of the merged fund. Authorise an adviser service fee to be deducted from your account. 176 0 obj To do this, you need to complete the appropriate form below. Provide authorisation to directly credit or debit your bank account when requested. It does not take into account any person's individual objectives, financial situation or needs. Provide your details to allow us to calculate how much tax to deduct from your pension payments. 238430. 281 0 obj !S�E�Q�⹃�݁�q�j�h�jAm��6q5�럏���ʡ39{��hp 0 �� 7 To give an adviser and any person acting on behalf of the adviser authority to transact on your account(s) online. Establish a non-lapsing death benefit nomination. Switch funds between your existing account. endstream Complete a separate form for each other fund. 178 0 obj Update your address and contact details, bank account details, account name and submit your Tax File Number. Make an additional investment into your existing account and setup or change a regular investment plan. To add or remove plan adviser servicing rights on a retained benefits category. Allow your treating physician to provide us with information about your condition/illness for the purposes of claiming for Salary Continuance Insurance.

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