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1 July 2019Withdrawal Form expand Super expand Pensions form serves as your instruction to us on how to deal with your benefit. We recommend that you consult your licensed financial adviser to assist

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How to fill out expand super

01

To fill out expand super, follow these steps: 1. Gather all relevant information and documentation. 2. Access the expand super form online or obtain a hard copy from your superannuation fund. 3. Fill in your personal details, including your full name, date of birth, and contact information. 4. Provide your Superannuation Fund Member Number or any other identifying details required. 5. Fill out the section on your employment history, including the names of previous employers and the dates of your employment. 6. Declare any other superannuation funds you have and provide details of these accounts. 7. Consider seeking financial advice or speaking to a superannuation professional if you have any uncertainties. 8. Review the completed form for accuracy and ensure all necessary sections are filled. 9. Sign and date the form. 10. Submit the form to your superannuation fund via mail or electronically as per their instructions. Make sure to keep a copy for your records.

Who needs expand super?

01

Any individual who wishes to consolidate their superannuation funds or transfer their super balance from one fund to another may need to fill out an expand super form. This could be individuals who have changed jobs multiple times and have accumulated multiple super funds, individuals who want to take advantage of better fees or investment options available in another fund, or individuals nearing retirement age who want to simplify their super investments.

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What is expand super?

Expand super is a form of retirement savings account.

Who is required to file expand super?

Individuals who meet certain eligibility criteria and wish to save for retirement.

How to fill out expand super?

Expand super can be filled out online or with the assistance of a financial advisor.

What is the purpose of expand super?

The purpose of expand super is to provide individuals with a tax-efficient way to save for retirement.

What information must be reported on expand super?

Information such as contributions, earnings, and withdrawals must be reported on expand super.

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