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02/ SUPER FACTS New default investment strategy and transfer of existing default balances On 31 August 2013, Telstra Super is introducing a new default investment strategy for members who haven't

How to fill out new default investment strategy

How to fill out a new default investment strategy:

1. Evaluate your investment goals and risk tolerance: Understand your long-term financial objectives and how much volatility you can tolerate. This will help determine the appropriate asset allocation for your new default investment strategy.
2. Consider your time horizon: Determine the time period over which you plan to invest. If you have a longer time horizon, you may be able to take on more risk and invest more aggressively. Conversely, if you have a shorter time horizon, you may want to focus on more conservative investments.
3. Research different investment options: Explore the various investment options available to you. These can include stocks, bonds, mutual funds, exchange-traded funds (ETFs), and other asset classes. Consider the historical performance, fees, and risks associated with each option.
4. Diversify your portfolio: Spread your investments across different asset classes to reduce the potential risk. A diversified portfolio can help protect your investments from market downturns and improve the chances of achieving your financial goals.
5. Consult a financial advisor: If you are unsure about how to fill out a new default investment strategy, consider seeking advice from a qualified financial advisor. They can provide personalized guidance based on your individual circumstances and help you make informed investment decisions.

Who needs a new default investment strategy:

1. Individuals with changing financial goals: If your financial objectives have evolved, such as getting closer to retirement or starting a family, you may need to adjust your investment strategy accordingly. A new default investment strategy can help align your investments with your updated goals.
2. Individuals with a change in risk profile: If your risk tolerance has changed over time, it may be necessary to update your default investment strategy. For example, if you were previously comfortable with higher-risk investments but now prefer a more conservative approach, a new strategy can reflect this change.
3. Employers implementing automatic enrollment: Companies that offer retirement plans often default employees into a specific investment strategy. If employers decide to change this default option, it may be necessary for employees to fill out a new default investment strategy that aligns with the updated default option.

In summary, filling out a new default investment strategy involves evaluating your investment goals, considering your time horizon, researching investment options, diversifying your portfolio, and seeking professional advice if needed. Those who may need a new default investment strategy include individuals with changing financial goals, a change in risk profile, or employees subject to an employer's updated default option.

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What is new default investment strategy?

The new default investment strategy is a preset investment strategy implemented by a fund manager or employer for participants who do not actively choose their own investments.

Who is required to file new default investment strategy?

Employers and fund managers are required to file the new default investment strategy.

How to fill out new default investment strategy?

The new default investment strategy can be filled out by specifying the chosen preset investment strategy and providing any required information or documentation.

What is the purpose of new default investment strategy?

The purpose of the new default investment strategy is to ensure that participants who do not actively choose their own investments have a suitable investment option to rely on.

What information must be reported on new default investment strategy?

Information such as the chosen investment strategy, performance benchmarks, fees, and any relevant disclosures must be reported on the new default investment strategy.