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Forms booklet Dated: 1 January 2016 Issuer: Ques tor Financial Services Limited ABN 33 078 662 718 ADSL No. 240829 as Trustee of The Portfolio Service Retirement Fund ABN 92 861 884 632. Part of the
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Begin by entering your personal information in the designated fields. This may include your full name, contact details, date of birth, and address.
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Provide your tax file number (TFN) if applicable. This is a nine-digit number issued by the Australian Taxation Office (ATO) to identify your tax records.
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Indicate your employment status and provide information about your employer, including their name, address, and contact details.
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Specify your preferred investment options within the portfolio service super form. This may involve choosing from a range of investment strategies, such as high growth, balanced, or conservative.
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If applicable, provide details about any existing superannuation accounts you wish to consolidate with the portfolio service super. This may involve providing the account numbers and names of the funds.
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Form portfolio service super is a form used by individuals or entities to report portfolio services provided.
Individuals or entities that provide portfolio services are required to file form portfolio service super.
Form portfolio service super can be filled out online or submitted in paper form with all the required information.
The purpose of form portfolio service super is to report information about the portfolio services provided.
Form portfolio service super requires reporting of details about the portfolio services provided.
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