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Get the free Commonwealth SuperSelect Switch and Change of Future Investment Strategy Form

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This form allows members to switch investment options and change their future investment strategies within the Commonwealth SuperSelect fund.
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How to fill out commonwealth superselect switch and

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How to fill out Commonwealth SuperSelect Switch and Change of Future Investment Strategy Form

01
Obtain the Commonwealth SuperSelect Switch and Change of Future Investment Strategy Form from the official website or your financial adviser.
02
Carefully read the instructions provided on the form to understand the requirements.
03
Fill in your personal details including name, address, and membership number.
04
Indicate the current investment options you wish to switch from.
05
Select the new investment options you wish to switch to by checking the appropriate boxes.
06
If changing future investment strategy, select your preferred investment strategy options.
07
Ensure you have understood any consequences of switching or changing your investment strategy.
08
Review your completed form for accuracy and completeness.
09
Sign and date the form to validate your requests.
10
Submit the form as instructed, either via mail or through your online account, if applicable.

Who needs Commonwealth SuperSelect Switch and Change of Future Investment Strategy Form?

01
Individuals with a Commonwealth SuperSelect superannuation account who wish to change their investment options.
02
Members looking to adjust their future investment strategy within their superannuation fund.
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People Also Ask about

For our diversified investment options, the investment objective is to deliver a return above the Consumer Price Index (CPI) over rolling 10-year periods. The Consumer Price Index, or CPI, is Australia's main measure of inflation.
ADF Super offers four investment options: MySuper Balanced, Cash, Income Focused and Aggressive.
Changing your investment strategy in response to market volatility is only necessary if you weren't properly diversified to begin with. If the investment strategy was diversified, low-cost, and matched to the individual's financial plan and comfort level, change is more likely to cause harm than help.
Investment switch allows you to change how your money is invested. You can switch some or all of your account balance (by nominating percentages), and/or future contributions or rollovers. You can do the changes at any time, and there's no fee to switch.
Think about how much investment risk you're comfortable with. A higher growth option will have higher risk and experience more volatile returns over the short term. But it will usually achieve higher returns over the long term. A conservative option will offer lower risk but lower returns over the long term.
Top 10 Balanced investment options (super funds): 10 years to December 2024 Super fundInvestment optionReturn (per year) Aware Super Conservative Balanced 6.1% GuildSuper Balanced 5.8% Equip Super Balanced 5.8% MLC Super Fund MultiActive Moderate 5.8%5 more rows • Feb 18, 2025
A sharp dip just before, or as you begin drawing down your superannuation, can leave lasting damage. It's not just about watching your super balance dip. The real danger comes if you need to start withdrawing funds during a slump. Doing so can lock in losses and make it harder for your remaining savings to recover.
You would typically look to reduce the level of risk in your superannuation account around three years before retirement. That doesn't mean going entirely to a capital secure option.

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The Commonwealth SuperSelect Switch and Change of Future Investment Strategy Form allows members to change their investment choices and strategies within their superannuation fund.
Members of the Commonwealth SuperSelect superannuation fund who wish to switch their investment options or update their future investment strategy are required to file this form.
To fill out the form, members need to provide their personal details, specify the investment options they wish to switch to, outline any changes in their future investment strategy, and sign the form to confirm their requests.
The purpose of the form is to facilitate changes in a member's investment strategy, enabling them to manage their superannuation funds according to their financial goals and risk tolerance.
The form requires personal information of the member, current investment options, desired investment options, any changes in strategy, and the member's signature for verification.
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