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Superman and Superman Essentials
On-off Advice Fee Form November 2016All One off advice fee transactions are required to be completed online via the Wrap
Desktop. Wrap will not accept manual transaction
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How to fill out superwrap and superwrap essentials
How to fill out superwrap and superwrap essentials
01
To fill out the Superwrap and Superwrap Essentials forms, follow these steps:
02
Obtain the Superwrap or Superwrap Essentials application form from the concerned authority or their official website.
03
Provide your personal details, including your full name, date of birth, and contact information.
04
Fill in information about your current superannuation account, such as the fund name, member number, and balance.
05
Specify the type of contribution you want to make, whether it is a one-time contribution or regular ongoing contributions.
06
Indicate the amount or percentage you wish to contribute and if you want to claim a tax deduction for the contribution.
07
Nominate your preferred investment options or leave this section blank for default investment options.
08
If desired, provide details about your insurance requirements or opt for the default insurance provided by the fund.
09
Sign and date the form, ensuring that all information provided is accurate and complete.
10
Submit the filled form to the relevant authority either in person or through online submission.
11
Keep a copy of the filled form for your records.
Who needs superwrap and superwrap essentials?
01
Superwrap and Superwrap Essentials are suitable for individuals who:
02
- Want more control and flexibility over their superannuation investments.
03
- Have multiple superannuation accounts and wish to consolidate them into a single account.
04
- Prefer a wider range of investment options beyond what is offered by their current super fund.
05
- Seek to manage their own super investments and require an investment platform to support this.
06
- Are self-employed or have irregular income and want to make contributions at their own pace.
07
- Desire tailored insurance coverage to protect their super and dependents.
08
- Wish to access a range of additional features and services that may not be available with their existing super fund.
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