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ROOF Investment Management Limited (ROOF), ABN 53 006 695 021, AFS License No. 230524 Trustee of the ROOF Portfolio Service Superannuation Fund, ABN 70 815 369 818 Benefit Payment Request for Pursuit

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How to fill out pursuit select allocated pension

How to fill out pursuit select allocated pension:

01

Gather all necessary documents, including personal identification, tax file number, and superannuation account details.

02

Complete the application form provided by Pursuit and provide accurate and up-to-date personal information.

03

Select the investment options for your allocated pension, considering your risk tolerance and financial goals.

04

Determine the payment frequency and amount that suits your needs, taking into account any applicable minimum or maximum limits.

05

Nominate beneficiaries and specify the desired distribution of funds in the event of your death.

06

Review and double-check all information provided before submitting the completed application.

07

Follow any additional instructions or requirements outlined by Pursuit or your financial advisor.

Who needs pursuit select allocated pension:

01

Individuals who have reached their preservation age and wish to access their superannuation funds while receiving regular income payments.

02

Those who prefer the flexibility of choosing their own investment options within their allocated pension account.

03

Individuals who want to customize their pension payments according to their financial needs and retirement goals.

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What is pursuit select allocated pension?

Pursuit select allocated pension is a retirement investment option where individuals can choose how their pension savings are invested.

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Individuals who have a pursuit select allocated pension account are required to file it.

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To fill out pursuit select allocated pension, individuals need to provide information about their investment choices and contributions.

What is the purpose of pursuit select allocated pension?

The purpose of pursuit select allocated pension is to provide individuals with a source of income in retirement.

What information must be reported on pursuit select allocated pension?

Information such as investment choices, contributions, and account balance must be reported on pursuit select allocated pension.

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