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Equity&Super PO Box 5199 South Melbourne Market Street VIC 3205 Phone: (03) 9645 0870 Facsimiles: (03) 9645 0860 info equityandsuper.com.AU www.equityandsuper.coretrading.com.auNew Adviser Form Share

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How to fill out equityampsuper

01

Step 1: Start by gathering all the necessary documents such as your personal identification, TFN, and superannuation account details.

02

Step 2: Visit the equityampsuper website and navigate to the 'Fill out application' page.

03

Step 3: Enter your personal information in the provided fields, including your name, address, contact details, and date of birth.

04

Step 4: Provide your TFN and superannuation account details accurately to ensure the transfer process goes smoothly.

05

Step 5: Double-check all the entered information for accuracy and completeness.

06

Step 6: Once you are satisfied with the provided information, submit the application and wait for confirmation from equityampsuper.

07

Step 7: Follow any additional instructions given by equityampsuper to complete the transfer process successfully.

08

Step 8: Keep a copy of the submitted application and any communication for future reference.

Who needs equityampsuper?

01

Individuals who have multiple superannuation accounts and wish to consolidate them into one.

02

People who want greater visibility and control over their superannuation investments.

03

Individuals looking for professional assistance and guidance in managing their superannuation funds.

04

Employees changing jobs or retiring and needing to transfer their superannuation funds to a new account.

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What is equityampsuper?

Equityampsuper is a financial form that reports equity and superannuation information.

Who is required to file equityampsuper?

Individuals and organizations who have equity or superannuation investments are required to file equityampsuper.

How to fill out equityampsuper?

Equityampsuper can be filled out online or submitted through a paper form provided by relevant financial authorities.

What is the purpose of equityampsuper?

The purpose of equityampsuper is to provide transparency and information about equity and superannuation investments.

What information must be reported on equityampsuper?

The information reported on equityampsuper includes details of equity holdings, superannuation contributions, and investment income.

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