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SMF Eligible Rollover Fund Change of Details Please note: in addition to this form, the Trustee may request that you complete a Proof of Identity form where the Fund is unable to verify your identity.
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How to fill out smf eligible rollover fund
How to fill out smf eligible rollover fund:
01
Ensure you have all the necessary documents and information, such as your personal details, previous superannuation account information, and any identification documents required.
02
Access the smf eligible rollover fund application form either online or through a physical copy.
03
Fill out the required sections of the application form accurately and completely, providing all the requested information.
04
Double-check that you have filled in all the necessary fields and haven't missed any sections.
05
Review the completed application form for any errors or inconsistencies before submitting it.
06
If applying online, submit the application form electronically. If using a physical copy, ensure it is signed and dated before sending it to the appropriate address.
Who needs smf eligible rollover fund:
01
Individuals who have changed employers and wish to consolidate their superannuation accounts into one fund may need an smf eligible rollover fund.
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People who have multiple superannuation accounts and want to simplify their finances may consider using the smf eligible rollover fund.
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Individuals who want to take control of their superannuation investments and have the flexibility to make their own investment decisions might opt for an smf eligible rollover fund.
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