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ROOF Employer Super ROOF Employer Super Personal Superannuation Forms booklet Dated: 1 January 2014 Issuer: ROOF Investment Management Limited ABN 53 006 695 021 AFS License No. 230524 as Trustee
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How to fill out personal super member forms

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How to fill out personal super member forms:

01
Gather all necessary personal information such as full name, date of birth, address, and contact details.
02
Provide your tax file number (TFN) as it is required for superannuation purposes.
03
Indicate your employment details including your employer's name, address, and contact information.
04
Specify your chosen super fund by providing the fund's name, ABN (Australian Business Number), and contact details.
05
Determine your investment options by selecting from the choices offered by your super fund.
06
Nominate your beneficiaries by indicating their names, relationship to you, and the percentage of your super that you wish to allocate to each beneficiary.
07
Review all the information you have provided and ensure its accuracy.
08
Sign and date the form to certify that the information you have provided is correct.
09
Submit the completed form to your super fund as instructed.

Who needs personal super member forms:

01
Individuals who are employed and wish to manage their superannuation investments and contributions.
02
Those who want to nominate their desired beneficiaries in the event of their death.
03
Individuals who want to ensure their super fund has accurate and up-to-date personal information for administrative purposes.
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Personal super member forms are documents that individuals must fill out to provide information about their contributions, withdrawals, and other activities related to their superannuation fund.
Individuals who have a superannuation fund are required to file personal super member forms.
Personal super member forms can be filled out either online through the superannuation fund's website or physically by completing the paper forms provided by the fund.
The purpose of personal super member forms is to ensure that individuals provide accurate and up-to-date information about their superannuation contributions and activities.
Personal super member forms typically require information such as contributions made, withdrawals taken, investment options chosen, and personal details of the member.
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