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Suncorp WealthSmart Personal Super Application form Suncorp Portfolio Services Limited (Trustee) ABN 61 063 427 958 ADSL 237905 RSE L0002059 Adviser ID Issued 13 March 2014 Use this form if you're
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How to fill out suncorp wealthsmart personal super

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How to fill out suncorp wealthsmart personal super:

01
Visit the Suncorp website to access the online application form for the wealthsmart personal super.
02
Start by entering your personal details such as your full name, date of birth, and contact information.
03
Provide your tax file number (TFN) to ensure proper tax treatment of your super contributions.
04
Choose your investment options from the range provided by Suncorp. Consider consulting a financial advisor to make an informed decision.
05
Specify your beneficiary details to ensure that your super is distributed according to your wishes in the event of your death.
06
If you have any existing super accounts, indicate if you want to roll them over into your Suncorp wealthsmart personal super account.
07
Review the terms and conditions of the product disclosure statement (PDS) for the wealthsmart personal super and confirm your agreement.
08
Submit the completed application form online and wait for confirmation of your new Suncorp wealthsmart personal super account.

Who needs suncorp wealthsmart personal super:

01
Individuals who are seeking to grow their superannuation savings for retirement.
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Those who want a range of investment options to choose from to suit their risk tolerance and financial goals.
03
People who value the convenience of managing their super online and accessing it anytime.
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Individuals who wish to consolidate their multiple super accounts into one to simplify their financial affairs.
05
Those who want the flexibility to choose their preferred beneficiaries to ensure their super is distributed according to their wishes in the event of their death.
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Suncorp WealthSmart Personal Super is a superannuation product offered by Suncorp that allows individuals to save and invest for their retirement.
Individuals who wish to save and invest for their retirement are required to file Suncorp WealthSmart Personal Super.
To fill out Suncorp WealthSmart Personal Super, individuals need to provide personal and financial information to set up and manage their superannuation account.
The purpose of Suncorp WealthSmart Personal Super is to help individuals save and invest for their retirement to secure their financial future.
Information such as personal details, financial assets, investment preferences, and beneficiary details must be reported on Suncorp WealthSmart Personal Super.
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