Get the free Integra Super Supplementary Product Disclosure Statement No. 2

This document serves as a supplementary product disclosure statement for Integra Super, updating investment fees, performance fees, transaction costs, and legislative changes affecting superannuation

How to fill out integra super supplementary product

How to fill out Integra Super Supplementary Product Disclosure Statement No. 2

1. Obtain the Integra Super Supplementary PDS No. 2 document from the official website or your financial adviser.
2. Read the introductory section to understand the purpose of the document.
3. Identify the different parts of the PDS, including key information like fees, benefits, and risks.
4. Complete any required personal information sections, ensuring accuracy.
5. Review the investment options outlined in the PDS and select those that suit your needs.
6. Consider the risks and ensure you understand the terms and conditions.
7. Sign and date the declaration at the end of the document, if required.
8. Keep a copy of the completed PDS for your records.

Who needs Integra Super Supplementary Product Disclosure Statement No. 2?

1. Individuals looking to invest in the Integra Super fund.
2. Those who are planning for retirement and need supplementary information about their superannuation options.
3. Financial advisers who need to provide detailed information to clients regarding the superannuation product.
4. Employees transitioning to a new job that requires information on their superannuation fund.

People Also Ask about

Is ANZ Staff Super good?

ANZ Staff Super ranks 38 in terms of total member benefits, which are valued at approximately $6.45 billion. In terms of members, ANZ Staff Super ranks 50, with 29,312 members. In the 2024 financial year, the number of ANZ Staff Super members changed by -2%, which places them at 51 of 95 funds in terms of growth.

What is the product disclosure statement for superannuation?

The Product Disclosure Statement for your super fund provides important information about the fund, including about the benefits, risks, fees and costs of investing in the fund.

What is the minimum balance for ANZ Staff Super?

The Personal Section allows you to leave your account invested in ANZ Staff Super when you leave employment with ANZ or when you close your account in the Partner Section or Retirement Section. A minimum account balance of $7,500 is required to maintain an account in the Personal Section.

What is the minimum balance for care super?

You must keep at least $500 in your Transaction account at all times. You need to keep a minimum amount invested in CareSuper's other investment options at all times. If you have a CareSuper super account - you must keep at least $6,000 of your account balance in other investment options at all times.

What is the minimum balance for ANZ Progress Saver?

Even if it's just the minimum amount (currently at least one deposit of at least $10 per month), that's all you'll need to get your bonus interest, so long as no withdrawals, fees or charges are processed to your account on or before the last business day of the calendar month.

What is the minimum balance for a superannuation fund?

There is no statutory minimum balance to start an SMSF. The government and most companies focus on the minimum dollar amount that is suitable for setting up an SMSF. Superannuation Warehouse makes SMSF's available to many more individuals by keeping the setup and monthly fees as low as possible.

For pdfFiller’s FAQs

What is Integra Super Supplementary Product Disclosure Statement No. 2?

Integra Super Supplementary Product Disclosure Statement No. 2 is a legal document that provides detailed information about a superannuation product, designed to help potential and existing members make informed decisions regarding their superannuation investments.

Who is required to file Integra Super Supplementary Product Disclosure Statement No. 2?

Superannuation fund managers or trustees who offer the Integra Super product are required to file Integra Super Supplementary Product Disclosure Statement No. 2 to comply with regulatory obligations.

How to fill out Integra Super Supplementary Product Disclosure Statement No. 2?

To fill out the Integra Super Supplementary Product Disclosure Statement No. 2, applicants must provide accurate information regarding their personal details, investment strategies, and any relevant financial data as requested in the form.

What is the purpose of Integra Super Supplementary Product Disclosure Statement No. 2?

The purpose of Integra Super Supplementary Product Disclosure Statement No. 2 is to ensure transparency and protect consumers by providing clear and comprehensive information about the superannuation product, including fees, risks, and benefits.

What information must be reported on Integra Super Supplementary Product Disclosure Statement No. 2?

The information that must be reported on Integra Super Supplementary Product Disclosure Statement No. 2 includes details about the fund's investment options, fees and charges, performance history, insurance options, and the rights of members.