Get the free CFS FirstChoice Superannuation PDS. Colonial First State (CFS) FirstChoice superannu...

FirstChoice Personal Super Product Disclosure Statement This is a combined Financial Services Guide and Product Disclosure Statement Issue No 2012/1, dated 28 May 2012 Colonial First State FirstChoice

How to fill out cfs firstchoice superannuation pds

How to fill out cfs firstchoice superannuation pds:

1. Begin by carefully reading the instructions provided in the PDS (Product Disclosure Statement) document. This will give you a clear understanding of the key features and terms associated with the CFS FirstChoice Superannuation.
2. Gather all the necessary information and relevant documents needed to complete the PDS. This may include personal details, identification documents, tax file number, employment information, and investment preferences.
3. Start by filling out the personal details section, including your full name, date of birth, contact information, and any other required details.
4. Move on to the beneficiary details section, where you will indicate who should receive your superannuation benefits in the event of death.
5. Fill in the employment details section, providing information about your current and previous employment, including employer names, addresses, and dates of employment.
6. Complete the investment section, where you can choose how your superannuation funds will be invested. This may involve selecting specific investment options or leaving it to the default investment strategy.
7. If you have any existing superannuation accounts, provide the necessary information in the section dedicated to rollovers and transfers.
8. Declare any additional information or circumstances that may affect your superannuation, such as if you are a high-income earner or have a spouse who contributes to your superannuation.
9. Review all the filled sections to ensure accuracy and completeness. Make any necessary corrections or additions before submitting the form.
10. Sign and date the PDS to acknowledge that all the information provided is true and accurate.

Who needs cfs firstchoice superannuation pds?

1. Individuals who wish to establish a superannuation account with CFS FirstChoice Superannuation.
2. Existing CFS FirstChoice Superannuation account holders who need to update their PDS information.
3. Anyone seeking to understand the features, terms, and investment options of CFS FirstChoice Superannuation before making a decision to open an account.
4. Individuals who want to rollover or transfer their existing superannuation funds to CFS FirstChoice Superannuation.
5. Employers who want to provide CFS FirstChoice Superannuation as an option for their employees' superannuation contributions.

For pdfFiller’s FAQs

What is cfs firstchoice superannuation pds?

CFS FirstChoice Superannuation PDS is a Product Disclosure Statement provided by Colonial First State (CFS) for their superannuation product.

Who is required to file cfs firstchoice superannuation pds?

CFS FirstChoice Superannuation PDS is not filed by individuals. It is provided by Colonial First State to potential investors or members of their superannuation product.

How to fill out cfs firstchoice superannuation pds?

CFS FirstChoice Superannuation PDS does not require filling out. It is a document provided by Colonial First State to provide information about their superannuation product.

What is the purpose of cfs firstchoice superannuation pds?

The purpose of CFS FirstChoice Superannuation PDS is to give potential investors or members of Colonial First State's superannuation product detailed information about the product's features, benefits, risks, and costs, helping them make informed decisions.

What information must be reported on cfs firstchoice superannuation pds?

CFS FirstChoice Superannuation PDS typically includes information about the superannuation product's investment options, fees and costs, insurance options, fund performance, and other important disclosures.

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