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FIRSTCHOICE WHOLESALE PERSONAL SUPER AND PENSION Product Disclosure Statement This is a combined Financial Services Guide and Product Disclosure Statement Issue No 2015×1, dated 18 May 2015 Colonial
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How to fill out firstchoice wholesale personal super

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How to fill out firstchoice wholesale personal super:

01
Visit the official website of firstchoice wholesale personal super or contact their customer service for the application form.
02
Fill in your personal details accurately, including your full name, date of birth, address, and contact information.
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Provide your employment details, such as your current employer's name, address, and contact information.
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Indicate your chosen investment options by selecting from the provided list. You may also seek professional financial advice before making these decisions.
05
Consider whether you want to make additional contributions to your super and select the desired contribution methods, such as salary sacrifice or personal contributions.
06
Nominate your beneficiaries in case of your untimely demise. Ensure you provide accurate details of their names, dates of birth, and addresses.
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Verify all the information you have provided and sign the application form.
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Attach any required supporting documentation, such as proof of identification or proof of income if requested.
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Submit the completed application form either through online submission or by mailing it to the specified address.

Who needs firstchoice wholesale personal super:

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Individuals who want to manage their superannuation investments actively.
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Those who are seeking a wide range of investment options to suit their risk appetite and financial goals.
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Employed individuals who want to take advantage of additional contribution methods, such as salary sacrifice, to boost their retirement savings.
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Individuals seeking flexibility in managing their super, including making regular or irregular contributions or adjusting their investment options as needed.
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Those who want to nominate specific beneficiaries to receive their super benefits in case of their death.
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Employees who want to consolidate their multiple super accounts into one account for easier management and potential cost savings on fees.
Note: It's always recommended to seek professional financial advice or consult with experts in the field to make informed decisions about your superannuation and investments.
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Firstchoice wholesale personal super is a type of superannuation fund tailored for individuals looking to invest in wholesale assets.
Individuals who hold a firstchoice wholesale personal super account are required to file it.
To fill out the firstchoice wholesale personal super, individuals need to provide information about their investment choices, contributions, and personal details.
The purpose of firstchoice wholesale personal super is to help individuals grow their retirement savings by investing in wholesale assets through a superannuation fund.
Information such as investment choices, contributions, personal details, and any changes in circumstances must be reported on firstchoice wholesale personal super.
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