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Important things to know about your super, Super Only Product Disclosure Statement 25 September 2020What well cover 1About AustralianSuper 2How super works 3Benefits of investing with AustralianSuper 4Risks
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How to fill out super only product disclosure

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How to fill out super only product disclosure

01
Obtain the Super Only Product Disclosure Statement (PDS) from your superannuation provider.
02
Read the PDS carefully to understand the features, benefits, risks, and costs associated with the super only product.
03
Fill out personal details section with accurate information, including your full name, date of birth, address, and contact details.
04
Provide relevant information about your superannuation account, such as the account number and the name of the fund.
05
Answer any specific questions or sections related to your investment preferences, risk tolerance, or desired investment strategy.
06
Review the completed form to ensure all sections are filled out correctly and all necessary documentation is attached.
07
Submit the filled-out Super Only Product Disclosure form to your superannuation provider as per their instructions.
08
Keep a copy of the filled-out form for your records.

Who needs super only product disclosure?

01
Anyone who is considering or currently using a superannuation fund may need the Super Only Product Disclosure Statement.
02
It is mainly applicable to individuals who are interested in understanding the features, benefits, risks, and costs associated specifically with the superannuation product they have or are planning to invest in.
03
This statement helps individuals make informed decisions about their superannuation and evaluate if the product aligns with their investment goals and financial needs.
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Super only product disclosure refers to the specific documentation required for superannuation products, detailing the terms, features, and associated risks of those products.
Superannuation fund managers and product issuers are required to file super only product disclosures to provide relevant information to members and potential investors.
To fill out the super only product disclosure, provide the required details about the superannuation fund, including product features, fees, risks, and investment options, ensuring compliance with regulations.
The purpose of super only product disclosure is to inform members and potential investors about the specifics of superannuation products, promoting transparency and allowing for informed decision-making.
Information that must be reported includes product name, features, fees, risks, performance history, and any other relevant details that impact investment decisions.
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