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Mercer Super Trust Personal Superannuation Division Please find attached a Product Disclosure Statement (PDS) including an application form, rollover form and an application for insurance cover form

How to fill out personal super division pds

How to fill out personal super division PDS:

1. Start by carefully reviewing the instructions provided in the Personal Super Division Product Disclosure Statement (PDS).
2. Gather all the necessary information and documents required to complete the PDS, such as your personal details, employment history, and financial information.
3. Begin filling out the PDS by providing your personal details, including your full name, contact information, and date of birth.
4. Provide accurate information regarding your employment history, including details of your current and previous employers.
5. If applicable, disclose information about your spouse or partner, including their name and date of birth.
6. Proceed to fill out the sections related to your financial information, including your income, assets, liabilities, and any existing superannuation accounts.
7. Take your time to read and understand the sections describing the investment options and insurance coverage available under the personal super division.
8. Make sure to disclose any existing insurance policies you may have outside of the personal super division.
9. If you wish to make additional contributions or choose a different investment option, follow the instructions provided in the relevant sections.
10. Once you have completed all the required sections, review your answers to ensure accuracy and completeness.
11. Finally, sign and date the PDS to acknowledge that the information provided is true and accurate to the best of your knowledge.

Who needs personal super division PDS:

1. Individuals who are looking to establish a superannuation account with additional features and benefits may need the personal super division PDS.
2. Those who are considering rolling over their existing superannuation accounts into a new fund may require the personal super division PDS to compare the options and make an informed decision.
3. If you are considering making additional contributions or changing your investment strategy within your superannuation account, it is important to review the personal super division PDS to assess the available choices and associated risks.
4. Individuals who are interested in understanding the insurance coverage offered within their superannuation account may need the personal super division PDS to evaluate the terms and conditions.
5. If you are unsure about the features, benefits, and terms associated with the personal super division, reviewing the PDS can help you make an informed decision about whether it meets your financial goals and objectives.

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What is personal super division pds?

Personal Super Division PDS is a form used to report information about personal superannuation division.

Who is required to file personal super division pds?

Individuals or entities with personal superannuation division are required to file Personal Super Division PDS.

How to fill out personal super division pds?

Personal Super Division PDS can be filled out by providing accurate information about the personal superannuation division.

What is the purpose of personal super division pds?

The purpose of Personal Super Division PDS is to provide information about the personal superannuation division for reporting and compliance purposes.

What information must be reported on personal super division pds?

Information such as account details, contributions, investments, and benefits must be reported on Personal Super Division PDS.