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This document is an application form for members of the Self Managed Super Fund Service and Trustee Service to split their superannuation contributions with their spouse.
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How to fill out perpetuals diy super

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How to fill out Perpetual’s DIY Super

01
Gather all necessary personal and financial information, including your Tax File Number and identification.
02
Visit the Perpetual DIY Super website and download the application form.
03
Fill out your personal details accurately in the form.
04
Choose your superannuation investment options based on your risk tolerance and retirement goals.
05
Review and provide the required documentation to support your application.
06
Submit the completed application form along with all supporting documents.
07
Monitor the progress of your application and respond to any follow-up requests from Perpetual.

Who needs Perpetual’s DIY Super?

01
Individuals looking to take control of their own retirement savings and investment decisions.
02
People who want to invest their superannuation in a diversified portfolio tailored to their financial goals.
03
Those who have a significant amount of superannuation savings that they want to manage independently.
04
Investors who have knowledge and interest in managing their own retirement funds.
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Perpetual’s DIY Super is a self-managed superannuation fund (SMSF) solution that allows individuals to manage their own retirement savings and investments.
Individuals who are the trustees of a self-managed superannuation fund are required to file Perpetual's DIY Super.
To fill out Perpetual’s DIY Super, individuals need to complete the provided forms accurately, provide necessary documentation, and ensure all relevant financial information is included.
The purpose of Perpetual’s DIY Super is to give individuals control over their superannuation investment choices and retirement savings strategy.
Required information includes details of contributions, withdrawals, investments, and any other financial events related to the superannuation fund.
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