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Mentor Superannuation Master Trust In specie transfer into super Oasis Fund Management Ltd (Trustee) ABN: 38 106 045 050 ADSL: 274331 RSE License: L0001755 Form updated 1 July 2014 Oasis Superannuation
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How to fill out in specie transfer into

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How to fill out in specie transfer into:

01
Obtain the necessary forms from the financial institution or investment company where the transfer will take place.
02
Fill in your personal information, including your name, address, and contact information.
03
Specify the type and amount of assets you wish to transfer in specie. This may include stocks, bonds, mutual funds, or other securities.
04
Provide the details of the receiving account, such as the account number and the institution where it is held.
05
Review the completed form for accuracy and completeness before submitting it.

Who needs in specie transfer into:

01
Investors who want to transfer their assets from one financial institution or investment company to another without converting them into cash.
02
Individuals who prefer to maintain their investment portfolio as is, without selling their securities and repurchasing them in a different form.
03
Business entities or organizations that want to transfer their investments or holdings to another entity or organization while maintaining the specific assets in their portfolio.
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In specie transfer refers to the transfer of assets other than cash into a company or other entity.
The company or entity receiving the assets in the in specie transfer is typically required to file it.
The in specie transfer form should include details of the assets being transferred, their valuation, and any relevant agreements.
The purpose of in specie transfer into is to contribute assets to a company or entity without the need for cash.
The information reported should include details of the assets being transferred, their valuation, and any relevant documentation.
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