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Investment decisions are very important They often have long term consequences. Read all documents carefully. Ask questions. Seek advice before committing yourself. INVESTMENT STATEMENT ACC Superannuation
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How to fill out investment statement acc superannuation

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How to Fill Out an Investment Statement for Superannuation:

01
Gather the necessary information: Before filling out the investment statement for your superannuation account, make sure you have all the relevant details and documents handy. This includes your personal identification information, tax file number, and any existing superannuation account details.
02
Start with personal details: Begin by providing your full name, date of birth, and contact information. This ensures that the investment statement accurately reflects your personal information.
03
Declare your tax file number (TFN): Indicate whether you have provided your TFN or if you are exempt from providing it. It is generally recommended to provide your TFN, as not doing so may lead to higher taxes on your superannuation contributions.
04
Input your employment information: Specify your current employer's name, address, and contact details, as well as any previous employment details if applicable.
05
Provide details of your superannuation accounts: If you have multiple superannuation accounts, list them all and include the fund names, account numbers, and balances. This helps consolidate your superannuation information and ensures accurate reporting.
06
Choose your investment options: The investment statement will usually allow you to select from a range of investment options offered by your superannuation fund. Carefully review the available options and choose the ones that align with your financial goals and risk tolerance.
07
Nominate a beneficiary: Consider nominating a beneficiary who will receive your superannuation benefits in the event of your death. This is an important step to secure the financial future of your loved ones.
08
Review and sign: Carefully review all the information provided in the investment statement, ensuring its accuracy and completeness. If everything looks correct, sign and date the document to confirm your understanding and agreement.

Who needs an investment statement for superannuation?

01
Anyone with a superannuation account: If you have a superannuation account, it is essential to complete an investment statement. This applies to employees who have compulsory superannuation contributions made by their employers and self-employed individuals who make voluntary contributions.
02
Individuals considering changing their investment options: If you wish to change your superannuation investment strategy, it is necessary to complete an investment statement. This ensures that your superannuation investments are aligned with your financial objectives.
03
Individuals consolidating superannuation accounts: If you have multiple superannuation accounts, filling out an investment statement helps consolidate your superannuation holdings and provides a comprehensive overview of your investments.
Remember, it is important to consult with a financial advisor or seek professional assistance if you are unsure about any aspect of filling out an investment statement for superannuation.

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