Get the free SuperLife Investment Statement - superlife co

This investment statement provides important information about the SuperLife superannuation scheme, including investment options, insurance benefits, fees, and risks associated with the investment.

How to fill out superlife investment statement

How to fill out SuperLife Investment Statement

1. Begin by gathering all necessary documentation related to your SuperLife investment.
2. Open the SuperLife Investment Statement form on your computer or print it out.
3. Fill in your personal details in the designated sections, including your full name, address, and contact information.
4. Provide your SuperLife account number to ensure accurate processing of your statement.
5. Indicate the period for which you are requesting the investment statement.
6. List any transactions that occurred during that period, including contributions, withdrawals, and capital gains.
7. Review the completed form for accuracy and ensure that all information is filled out.
8. Sign and date the form at the bottom, where required.
9. Submit the form as instructed, either online or by mail, to the SuperLife customer service team.

Who needs SuperLife Investment Statement?

1. Individuals who have invested in SuperLife and want to track their investment performance.
2. Account holders needing to provide proof of investment for financial planning or loan applications.
3. Individuals preparing for tax purposes who require investment summaries and performance reports.
4. Financial advisors who manage investments on behalf of clients and require detailed statements.

People Also Ask about

How to write an investment statement?

How to Write an Investment Personal Statement Section #1 Setting Your Financial Goals. Section #2 Investment Section. Section #3 Define your Personal Asset Allocation. Section #4 Emergency Fund. Section #5 Home Ownership, Student Loans, and Paying off Debt. Section #6 Spending and Giving. Section #7 Changes (and Signatures)

How do you write an investment statement?

Start with your mission. Creating an IPS begins with spelling out the purpose of the organization's endowment. Match investment return goals with spending needs. Next, the IPS needs to set a target for investment returns. Agree on investment types. Align asset allocations. Revisit on a regular basis.

What is the investment policy statement?

An investment policy statement (IPS) is a document drafted between a portfolio manager and a client that outlines general rules for the manager. This statement provides the general investment goals and objectives of a client and describes the strategies that the manager should employ to meet these objectives.

What is the real investment policy statement?

What's an Investment Policy Statement? It's an agreement between a client and a financial advisor outlining how the financial advisor will meet the client's investment goals. It should be tailored to the client's specific financial and investment details as well as the financial advisor's costs.

What is the minimum amount I can invest?

You don't have to have a lot of money to start investing in stocks. Many brokerages allow you to open an investing account with $0, though you'll need enough money to start investing. Even small amounts — $10 or $20 — will do.

What is the 10/5/3 rule of investment?

7. 10, 5, 3 Rule. The 10, 5, 3 Rule helps set realistic expectations for investment by anticipating an average annual return: 10% from equities, 5% from bonds, and 3% from fixed deposits. This rule encourages you to approach investments with a balanced strategy.

What is the statement of investment strategy?

The purpose of a statement of investment principles (SIP) is to set out the governing body's investment strategy, including the investment objectives and investment policies they adopt.

What is an example of an investment policy statement?

An IPS lists the investor's investment objectives, along with their time horizon. For example, an individual may have an IPS stating that by the time they are 60 years old, they want to have the option to retire, and their portfolio will annually return $65,000 in today's dollars given a certain rate of inflation.

What is the minimum investment for SuperLife?

SuperLife's investment options can be combined in any way you choose, and changed at any time free of charge. There is no minimum amount you must invest in a fund. SuperLife Age Steps: Sets investment strategy for you based on your age and may be suitable if you are saving for retirement.

How much is the administration fee for SuperLife?

The administration fee is a net $33 a year. This fee is deducted from your KiwiSaver Account at the rate of $2.75 a month, normally around the first of each month. The equivalent gross fee is paid to SuperLife Limited.

For pdfFiller’s FAQs

What is SuperLife Investment Statement?

The SuperLife Investment Statement is a document that summarizes an individual's investment activities and financial performance within their superannuation fund for a specific financial year.

Who is required to file SuperLife Investment Statement?

Individuals who have investments in a SuperLife superannuation fund are required to file a SuperLife Investment Statement.

How to fill out SuperLife Investment Statement?

To fill out the SuperLife Investment Statement, individuals should gather all necessary financial information regarding their superannuation investments, complete the required fields on the statement form, and ensure accuracy before submission.

What is the purpose of SuperLife Investment Statement?

The purpose of the SuperLife Investment Statement is to provide a clear overview of an individual's investment performance, assist in tax reporting, and ensure compliance with superannuation regulations.

What information must be reported on SuperLife Investment Statement?

The information that must be reported on the SuperLife Investment Statement includes investment income, any capital gains or losses, fees and charges, and the overall balance of the superannuation account.