Get the free Super Product Disclosure Statement (PDS) 18 March 2016 Contents 1

Super Product Disclosure Statement (PDS) 18 March 2016 Contents 1. About us 2 2. How super works 3 3. Benefits of investing with Mine Wealth + Wellbeing Super 4 4. Risks of super 5 5. How we invest

How to fill out super product disclosure statement

How to fill out a Super Product Disclosure Statement:

1. Start by gathering all relevant information about the superannuation product, such as the product name, provider details, and any accompanying documents.
2. Read through the entire disclosure statement carefully, paying attention to the sections that provide information on investment options, fees and costs, insurance options, and any other relevant details.
3. Take notes or highlight important sections that require further understanding or clarification.
4. If there are any terms or concepts that you are unfamiliar with, consult the glossary or seek professional advice to ensure a clear understanding.
5. Identify any personal circumstances or financial goals that may influence your choice of superannuation product. Consider factors such as investment preferences, risk tolerance, retirement plans, and any additional features or benefits that may be important to you.
6. Consider seeking advice from a financial advisor or a licensed representative of the superannuation provider to ensure the product aligns with your personal circumstances and financial objectives.
7. Make any necessary decisions or selections regarding the investment options, insurance coverage, and any additional features or services offered within the product.
8. Complete the necessary forms or online applications accurately, providing all requested information truthfully and fully.
9. Double-check all the information entered and review the disclosure statement once again to ensure nothing was missed or misunderstood.
10. Keep a copy of the completed disclosure statement and any supporting documents for your records.

Who needs a Super Product Disclosure Statement:

1. Individuals who are considering or planning to invest in superannuation products.
2. Employers or business owners who are responsible for selecting a default superannuation fund for their employees.
3. Financial advisors or professionals who provide advice on superannuation products to their clients.
4. Anyone wanting to compare different superannuation products to make informed investment decisions.
5. Individuals who are looking to better understand the features, benefits, fees, and costs associated with a specific superannuation product.

Please note that the information provided here is general in nature and may not apply to every individual's circumstances. It is always recommended to seek personalized advice from a qualified professional before making any investment decisions.

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What is super product disclosure statement?

The super product disclosure statement is a document that provides important information about a superannuation product to its members.

Who is required to file super product disclosure statement?

Superannuation funds are required to file super product disclosure statements.

How to fill out super product disclosure statement?

To fill out a super product disclosure statement, funds must provide accurate and up-to-date information about their superannuation products to members.

What is the purpose of super product disclosure statement?

The purpose of the super product disclosure statement is to help members make informed decisions about their superannuation investments.

What information must be reported on super product disclosure statement?

Super product disclosure statements must include information such as fees, charges, investment options, and insurance benefits of the superannuation product.