Get the free Choice Income Product Disclosure Statement - AustralianSuper

CHOICE INCOME Product Disclosure Statement Turn your super into lasting income Combined Financial Services Guide and Product Disclosure Statement 1 February 2016 Issued by AustralianSuper Pty Ltd

How to fill out choice income product disclosure

How to Fill Out Choice Income Product Disclosure:

1. Begin by carefully reading the Choice Income Product Disclosure Statement (PDS) provided by your financial institution. The PDS contains important information about the product and its features, fees, and risks.
2. Make sure you have all the necessary documents and information handy, such as your personal details, tax file number (TFN), and any relevant financial information.
3. Start by filling out the personal details section, including your full name, address, date of birth, and contact information. Ensure that all the information provided is accurate and up to date.
4. Next, provide your TFN if you have one. This is optional, but providing your TFN may have tax benefits for you.
5. Proceed to the investment choice section. Here, you will need to select the investment option(s) that suit your financial goals and risk tolerance. Refer to the PDS for detailed information about the available investment options.
6. If applicable, specify your insurance requirements within the disclosure. Some choice income products may offer insurance options such as death or disability cover. Review the available insurance options and select the appropriate ones for your needs.
7. Consider seeking financial advice if you are unsure about any aspects of the product or investment choices. A financial advisor can provide valuable guidance tailored to your specific circumstances.
8. Double-check all the information provided, ensuring that there are no errors or omissions. Accuracy is crucial when filling out a product disclosure statement.
9. Sign and date the form once you have completed all the required sections.
10. Retain a copy of the filled-out Choice Income Product Disclosure Statement for your records.

Who Needs Choice Income Product Disclosure:

1. Individuals who are considering investing in a choice income product should read and understand the associated PDS to make informed decisions.
2. Those who want to explore different investment options and want to have control over their retirement income streams may find choice income products appealing.
3. Australians who are looking for flexibility in managing their retirement income and choosing how and when to receive payments from their investments might benefit from.choice income products.

Note: It is always advisable to evaluate your personal financial situation, risk appetite, and consult with a financial professional before considering any investment or financial product.

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What is choice income product disclosure?

Choice income product disclosure is a document that outlines the details of a particular income product, including its features, risks, and fees.

Who is required to file choice income product disclosure?

Financial institutions or entities offering income products, and their representatives, are required to file choice income product disclosure.

How to fill out choice income product disclosure?

Choice income product disclosure can be filled out by providing accurate and detailed information about the income product being offered, including its key features, risks, and fees.

What is the purpose of choice income product disclosure?

The purpose of choice income product disclosure is to provide transparency to investors and consumers about the income product, helping them make informed decisions.

What information must be reported on choice income product disclosure?

Information such as the product's name, issuer, investment objectives, risks, fees, and performance must be reported on choice income product disclosure.