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Compass Superannuation Master Trust Group short form personal statement Oasis Fund Management Limited (Trustee) ABN: 38 106 045 050 ADSL: 274331 RSE License: L0001755 Form updated 20 August 2012 Oasis
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How to fill out compass superannuation master trust

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How to fill out Compass Superannuation Master Trust:

01
Start by obtaining the necessary forms: Contact the Compass Superannuation Master Trust provider to request the relevant application forms and any additional documents required for filling out the trust.
02
Gather the required information: Before beginning the application, ensure you have all the necessary information at hand. This may include personal details such as full name, contact information, date of birth, and tax file number (TFN).
03
Read the instructions carefully: Take the time to thoroughly read and understand the instructions provided with the application forms. This will help ensure accurate completion of the trust.
04
Complete personal details: Fill in the application form with your personal details accurately and legibly. Double-check the information provided to avoid any mistakes or omissions.
05
Provide beneficiary details: If applicable, include the details of any beneficiaries you wish to nominate for the Compass Superannuation Master Trust. This typically includes their full names, dates of birth, and relationship to you.
06
Declare the trustee(s): Indicate the trustee(s) responsible for managing the trust and provide their full names and contact details. It is essential to ensure the trustee(s) meet the eligibility requirements set by the Compass Superannuation Master Trust.
07
Nominate investment options: Select the investment options you prefer for your superannuation funds within the Compass Superannuation Master Trust. This may include a range of investment portfolios or specific investment strategies.
08
Review and sign the application: Carefully review all the information provided in the application form before signing and dating it. Make sure you understand the terms and conditions, and seek professional advice if necessary.

Who needs Compass Superannuation Master Trust?

01
Individuals seeking a reliable and diverse superannuation fund: The Compass Superannuation Master Trust is ideal for individuals who want access to a range of investment options and strategies to grow their superannuation funds.
02
Employers offering superannuation benefits: Employers who wish to provide their employees with a comprehensive superannuation plan can consider the Compass Superannuation Master Trust. This trust offers a variety of investment options suitable for different employees' needs.
03
Self-employed individuals: Self-employed individuals who want to manage their own superannuation funds and have control over their investments can benefit from the Compass Superannuation Master Trust.
Note: It is always recommended to seek professional advice when considering any financial products or services, including superannuation trusts, to ensure they meet your specific needs and circumstances.
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Compass Superannuation Master Trust is a type of superannuation fund that offers a range of investment options for members to choose from.
Employers and trustees of the Superannuation Master Trust are required to file the necessary documents and reports.
Compass Superannuation Master Trust can be filled out by providing accurate information about the fund's investments, contributions, and members.
The purpose of Compass Superannuation Master Trust is to help individuals save for retirement and grow their wealth through investment options.
Information such as fund performance, contributions, withdrawals, and member details must be reported on Compass Superannuation Master Trust.
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