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DIY Super Direct Saver Auto Savings Plan/Additional Super Contributions Form St. George Bank A Division of Westpac Banking Corporation ABN 33 007 457 141 ADSL and Australian credit license 233714
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How to fill out DIY Super Direct Saver:

01
Visit the DIY Super Direct Saver website and click on the "Sign Up" or "Open an Account" button.
02
Fill out the required information, such as your name, contact details, and identification information.
03
Provide your tax file number (TFN) if you have one, as it will help with the tax requirements of your superannuation account.
04
Choose the investment options that suit your financial goals and risk tolerance. You may have various options such as conservative, balanced, or growth portfolios.
05
Decide on your nominated beneficiaries who will receive your superannuation benefits in case of your death. You can allocate percentages or specify individuals.
06
Review the terms and conditions carefully before submitting your application. Ensure that you understand the fees, charges, and any additional requirements.
07
After successfully submitting your application, you may receive confirmation and account details via email or mail.
08
Make contributions to your DIY Super Direct Saver account regularly to boost your retirement savings.

Who needs DIY Super Direct Saver:

01
Self-directed individuals who want greater control and flexibility over their superannuation investments.
02
People who are knowledgeable and comfortable making investment decisions regarding their retirement savings.
03
Individuals who want to enjoy potential tax benefits and look for investment opportunities beyond traditional superannuation options.
04
Those who prefer a low-cost super fund and are willing to manage their investments independently or with the help of financial advisors.
Note: It is important to consider seeking professional financial advice tailored to your specific circumstances before making any investment decisions.
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DIY super direct saver is a type of superannuation fund that allows individuals to manage their own investments without the need for a fund manager.
Individuals who have a DIY super direct saver account are required to file it.
To fill out DIY super direct saver, individuals need to provide information about their investments, contributions, and other financial details.
The purpose of DIY super direct saver is to give individuals more control over their retirement savings and investment decisions.
Information such as investment earnings, contributions, and withdrawals must be reported on DIY super direct saver.
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