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Suncorp WealthSmart Personal Super Standard choice form (for members) Suncorp Portfolio Services Limited (Trustee) ABN 61 063 427 958 ADSL 237905 RSE L0002059 Issued 10 February 2014 Please use this
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How to fill out suncorp wealthsmart personal super

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How to fill out Suncorp WealthSmart Personal Super:

01
Visit the Suncorp official website or log in to your existing account.
02
Navigate to the Personal Super section and click on the option to open a new account or contribute to an existing account.
03
Fill in your personal details, such as your full name, date of birth, and contact information.
04
Provide your tax file number (TFN) or apply for one if you don't have it handy.
05
Select your investment options based on your risk tolerance and investment goals.
06
Determine your insurance needs and select the appropriate cover options, such as life insurance or income protection.
07
Decide on your contribution arrangements, whether it's regular contributions or one-off payments.
08
Review the terms and conditions, fees, and disclosure documents provided by Suncorp.
09
Verify all the information you have provided and submit your application.
10
Once your application is processed, you will receive confirmation and access to manage your Suncorp WealthSmart Personal Super account online.

Who needs Suncorp WealthSmart Personal Super:

01
Individuals who are looking for a superannuation product to save for their retirement.
02
People who want control over their investment options and want the flexibility to choose where their money is invested.
03
Those who value additional insurance options to protect themselves and their loved ones in case of unforeseen events.
04
Individuals who prefer the convenience of managing their superannuation online and want access to a range of online tools and resources.
05
Those who appreciate the competitive fees and potential benefits offered by Suncorp WealthSmart Personal Super.
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Suncorp WealthSmart Personal Super is a superannuation product offered by Suncorp that allows individuals to save for retirement.
Individuals who wish to save for their retirement and benefit from the features of Suncorp WealthSmart Personal Super are required to file it.
To fill out Suncorp WealthSmart Personal Super, individuals need to provide personal and financial information, select investment options, and nominate beneficiaries.
The purpose of Suncorp WealthSmart Personal Super is to help individuals save and invest for retirement, ensuring financial security in their later years.
Information such as personal details, financial situation, investment selections, and beneficiary nominations must be reported on Suncorp WealthSmart Personal Super.
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