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Suncorp WealthSmart Business Super Family account application form Suncorp Portfolio Services Limited (Trustee) ABN 61 063 427 958 ADSL 237905 RSE L0002059 Adviser ID Issued 18 December 2015 Use this
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How to fill out suncorp wealthsmart business super

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How to fill out Suncorp WealthSmart Business Super:

01
Gather all necessary information: Before filling out the application, make sure you have all the required information at hand. This may include personal details such as your name, contact information, and tax file number (TFN).
02
Identify your investment strategy: Decide on the investment strategy that best aligns with your business goals and risk tolerance. Suncorp WealthSmart Business Super offers a range of investment options, including diversified options and specific sector funds.
03
Choose your insurance coverage: Assess your insurance needs and determine whether you require additional coverage through Suncorp WealthSmart Business Super. This may include life insurance, total and permanent disability (TPD) cover, and income protection.
04
Complete the application form: Fill out the application form provided by Suncorp WealthSmart Business Super. Ensure that all sections are completed accurately and provide any additional documentation if required.
05
Nominate beneficiaries: Consider nominating your beneficiaries for your super. This step helps to ensure that your super benefits are distributed according to your wishes in the event of your death.
06
Review and submit the application: Take the time to review all the information you provided on the application form. Double-check for any errors or missing details. Once you are satisfied, submit the application form to Suncorp WealthSmart Business Super for processing.

Who needs Suncorp WealthSmart Business Super:

01
Self-employed individuals: Suncorp WealthSmart Business Super is ideal for self-employed individuals who want to maximize their retirement savings. It provides a range of investment options tailored to suit the needs of businesses of all sizes.
02
Small business owners: Suncorp WealthSmart Business Super offers investment choices that cater to small business owners, allowing them to grow their retirement savings while still maintaining a focus on their business operations.
03
Professionals: Professionals such as doctors, accountants, and lawyers can benefit from Suncorp WealthSmart Business Super as it provides flexibility and control over their superannuation investments.
04
Individuals seeking insurance coverage: Suncorp WealthSmart Business Super offers a range of insurance options, making it a suitable choice for individuals who want to secure their financial future and protect their loved ones against unforeseen circumstances.
05
Those looking for a comprehensive superannuation solution: Suncorp WealthSmart Business Super combines superannuation and insurance solutions under one roof, offering a comprehensive package for individuals who want convenience and simplicity in managing their retirement savings.
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Suncorp WealthSmart Business Super is a superannuation product tailored for businesses to help manage their employees' retirement savings.
Employers are required to file Suncorp WealthSmart Business Super for their employees.
To fill out Suncorp WealthSmart Business Super, employers need to provide details of their employees' contributions, investment options, and other relevant information.
The purpose of Suncorp WealthSmart Business Super is to help businesses manage their employees' superannuation funds effectively and efficiently.
Information such as employee contributions, investment options, insurance coverage, and other relevant details must be reported on Suncorp WealthSmart Business Super.
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