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Contributions Splitting Application
Instruction Guide
Contributions splitting allows you to split certain contributions made by
you or on your behalf into a new or existing superannuation account
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How to fill out mlc masterkey super and
How to fill out MLC Masterkey Super and:
Start by gathering the necessary information:
01
Personal details, including full name, date of birth, and contact information.
02
Tax file number (TFN) or exemption code.
03
Employment details, such as employer's name and address.
04
Superannuation fund details (if transferring from another fund).
05
Investment preferences and risk profile.
5.1
Visit the MLC Masterkey Super website or contact their customer service for the application form.
06
The form can usually be downloaded from their website or requested by phone.
6.1
Carefully read through the instructions on the form to ensure you understand the requirements.
6.2
Fill in your personal details accurately and legibly in the designated sections of the form.
07
Provide your full name, residential address, email address, and phone number.
08
Input your TFN or exemption code.
09
Note the relevant occupation or industry information if applicable.
9.1
Specify your employment details if selecting the employer's default investment option.
10
Enter your employer's name and address.
11
Select the appropriate occupation or industry information, if required.
11.1
If transferring from another superannuation fund, include the necessary details:
12
Provide the name of your existing superannuation fund.
13
Include the account number or member number associated with your current fund.
14
Check whether you want to close your existing account or keep it open.
14.1
Indicate your investment preferences and risk profile.
15
Choose the investment options that align with your goals and risk tolerance.
16
You may have the option to divide your superannuation balance among different investment options.
16.1
Review the completed form for accuracy and completeness.
17
Make sure all sections are filled out correctly and that you haven't missed any required information.
Submit the form as per the instructions provided:
01
Some forms may require mailing to a specific address, while others can be submitted electronically.
02
Check for any accompanying documentation or identification that needs to be provided.
Who needs MLC Masterkey Super and:
Individuals seeking to establish a superannuation fund:
01
Those who are self-employed or do not have an employer-sponsored fund.
02
Individuals looking for a flexible and customizable superannuation solution.
Employees who want to choose their superannuation fund:
01
If your employer does not have a default fund or allows employees to choose their own.
02
Individuals who want to consolidate their existing superannuation funds into one account.
Individuals interested in specific investment options and flexibility:
01
MLC Masterkey Super offers a range of investment options tailored to different risk profiles and investment goals.
02
Those who want the ability to switch investment options as their circumstances change or investment preferences evolve.
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What is mlc masterkey super and?
Mlc masterkey super and is a type of superannuation fund.
Who is required to file mlc masterkey super and?
Employers are required to file mlc masterkey super and for their employees.
How to fill out mlc masterkey super and?
You can fill out mlc masterkey super and online through the designated portal provided by the superannuation fund provider.
What is the purpose of mlc masterkey super and?
The purpose of mlc masterkey super and is to manage and grow retirement savings for employees.
What information must be reported on mlc masterkey super and?
Information such as employee contributions, employer contributions, investment performance, and fees must be reported on mlc masterkey super and.
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