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This document outlines the application process for investing in Perpetual's Pooled Super Trust, including eligibility, investment details, and requirements for trustees and financial advisers.
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How to fill out Perpetual’s Pooled Super Trust Application Form
01
Begin by downloading the Perpetual Pooled Super Trust Application Form from the official website.
02
Fill out the personal details section, including your name, address, and contact information.
03
Indicate your tax file number (TFN) in the appropriate section.
04
Complete the investment choice section by selecting your preferred investment options.
05
Provide details about your employer, if applicable, including their name and contact information.
06
Review the terms and conditions provided in the form and acknowledge your agreement by signing where indicated.
07
Submit the completed application form along with any required identification documents to Perpetual as instructed.
Who needs Perpetual’s Pooled Super Trust Application Form?
01
Individuals looking to invest in a pooled superannuation fund.
02
Employers seeking to set up superannuation for their employees.
03
Financial advisers assisting clients with their retirement investment strategies.
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What is Perpetual’s Pooled Super Trust Application Form?
Perpetual’s Pooled Super Trust Application Form is a document used to apply for membership in the Perpetual Pooled Superannuation Trust, allowing individuals to invest their superannuation savings.
Who is required to file Perpetual’s Pooled Super Trust Application Form?
Individuals who wish to invest their superannuation in the Perpetual Pooled Superannuation Trust are required to file the application form.
How to fill out Perpetual’s Pooled Super Trust Application Form?
To fill out the application form, applicants must provide personal details, financial information, and any required supporting documentation as indicated in the form's instructions.
What is the purpose of Perpetual’s Pooled Super Trust Application Form?
The purpose of the application form is to formalize the process for individuals to join the Perpetual Pooled Superannuation Trust and to ensure compliance with regulatory requirements.
What information must be reported on Perpetual’s Pooled Super Trust Application Form?
Applicants must report personal identification details, superannuation fund information, investment preferences, and other relevant financial details as required by the form.
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