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Employer Sponsored Super & Personal Super Additional Information The information in this Document forms part of the legal super Superannuation Product Disclosure Statement dated 1 July 2019. You should

How to fill out superannuation product disclosure statement

How to fill out superannuation product disclosure statement

1. Start by obtaining the Superannuation Product Disclosure Statement (PDS) from the relevant superannuation provider.
2. Read the PDS carefully to understand the information provided about the superannuation product.
3. Identify the key features, terms, and conditions of the superannuation product outlined in the PDS.
4. Fill out the personal information section, including your full name, address, date of birth, and contact details.
5. Provide relevant details about your employment or sources of income to help determine eligibility and contribution options.
6. Specify your desired investment options, such as choosing between different investment portfolios or asset allocations.
7. Review the insurance options and decide whether to opt for additional coverage or maintain the default insurance offered.
8. Understand the fees and charges associated with the superannuation product, including administration, investment, and insurance costs.
9. Consider the risks associated with the superannuation product and evaluate whether they align with your risk tolerance and financial goals.
10. Complete any beneficiary nominations or binding death benefit nominations if applicable.
11. Take note of any additional documents or identification requirements stated in the PDS and attach them as needed.
12. Double-check all the information provided and make sure it is accurate and up-to-date.
13. Sign and date the PDS form to acknowledge that the information provided is true and accurate.
14. Keep a copy of the filled-out PDS for your records and submit the original form to the superannuation provider.

Who needs superannuation product disclosure statement?

1. Anyone who is considering investing in or switching to a superannuation product should obtain and review the Superannuation Product Disclosure Statement (PDS).
2. Employers who offer superannuation schemes to their employees also need to provide the PDS to ensure transparency and compliance with regulations.
3. Financial advisors and brokers may need the PDS to guide their clients in making informed decisions about superannuation investments.
4. Individuals who wish to understand the terms, conditions, features, fees, and risks associated with a particular superannuation product would also benefit from the PDS.

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What is superannuation product disclosure statement?

Superannuation product disclosure statement is a document that provides important information about a superannuation product, such as its key features, fees, and risks.

Who is required to file superannuation product disclosure statement?

Superannuation funds are required to file a superannuation product disclosure statement.

How to fill out superannuation product disclosure statement?

To fill out a superannuation product disclosure statement, you need to provide accurate information about the superannuation product, including its performance, fees, and investment options.

What is the purpose of superannuation product disclosure statement?

The purpose of a superannuation product disclosure statement is to help investors make informed decisions about choosing the right superannuation product for their needs.

What information must be reported on superannuation product disclosure statement?

Information that must be reported on a superannuation product disclosure statement includes the fund's performance, fees, investment options, and risks.