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Get the free MLC Wrap Self Managed Super Private asset assessment request

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This document serves as a request for additional documentation needed for the assessment of private assets in a self-managed superannuation fund.
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How to fill out MLC Wrap Self Managed Super Private asset assessment request

01
Begin by obtaining the MLC Wrap Self Managed Super Private asset assessment request form from the MLC website or your advisor.
02
Fill out your personal details including your name, address, contact information, and superannuation fund details.
03
Provide information about the assets to be assessed, including property details, investments, and any other relevant financial information.
04
Include any required supporting documents that verify the assets you've listed.
05
Review the completed form to ensure all sections are filled out correctly and that all required documents are attached.
06
Submit the form either online through the MLC portal or by mailing it to the appropriate address specified in the instructions.

Who needs MLC Wrap Self Managed Super Private asset assessment request?

01
Individuals who have a Self Managed Superannuation Fund (SMSF) and require an assessment of their private assets for investment or compliance purposes.
02
Financial advisors assisting clients with SMSFs to meet regulatory requirements.
03
Trustees of SMSFs looking to accurately report the value of their private assets for annual audits.
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The MLC Wrap Self Managed Super Private asset assessment request is a form used to assess and report private assets held within a self-managed super fund (SMSF) under the MLC Wrap investment platform.
Individuals or trustees of self-managed super funds that utilize the MLC Wrap platform to manage private assets are required to file this assessment request.
To fill out the assessment request, provide accurate details about the private assets, including type, value, and any relevant financial information as outlined in the form’s guidelines.
The purpose of the assessment request is to ensure proper reporting and valuation of private assets for compliance with superannuation regulations and accurate fund management.
The information that must be reported includes asset type, market value, ownership details, and any liabilities associated with the private assets held within the self-managed super fund.
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