Get the free Pension Product Disclosure Statement - legalsuper

The super fund for Australia s legal profession Pension Product Disclosure Statement 4 November 2013 An Industry Superfund PRODUCT DISCLOSURE STATEMENT Issued by Legal Super Pty Ltd Level 26, 140

How to fill out pension product disclosure statement

How to fill out a pension product disclosure statement:

1. Start by reading the instructions: Before you begin filling out the pension product disclosure statement, carefully read the accompanying instructions. This will provide you with an overview of the document's purpose, the information required, and any specific guidelines or requirements.
2. Provide personal details: Begin by providing your personal information, such as your full name, date of birth, contact details, and any other relevant identification information. This helps identify the statement as belonging to you and ensures accurate record-keeping.
3. Disclose employment and income details: Include information regarding your employment history, including current and previous employers. You may need to provide details about your income and salary as well. This information helps evaluate your pension eligibility and potential benefits.
4. Declare any additional income or assets: If you have any other sources of income or assets, such as investments or real estate properties, make sure to disclose them in the appropriate section. This ensures a comprehensive assessment of your financial situation.
5. Specify your pension preferences: Indicate your desired pension plan type and any particular options or features you wish to include. This can involve selecting a specific investment strategy, retirement age, or beneficiaries. Understand the implications of each choice and consider seeking advice if needed.
6. Review and sign: Once you have completed all the required sections, carefully review the entire disclosure statement to ensure accuracy and completeness. Make any necessary revisions or additions. Finally, sign and date the document to indicate your acknowledgment and agreement with the information provided.

Who needs a pension product disclosure statement?

1. Individuals considering a pension plan: Anyone who is contemplating joining a pension plan should request and review the pension product disclosure statement. This allows them to understand the terms, benefits, risks, and obligations associated with the plan they are considering.
2. Existing pension plan participants: Individuals who are already members of a pension plan may receive an updated or revised pension product disclosure statement. It is crucial for them to review the document to stay informed about any alterations or updates that may affect their pension benefits or obligations.
3. Financial advisors or professionals: Pension product disclosure statements play a crucial role in providing comprehensive information about pension plans. Financial advisors or professionals often need to refer to these statements to advise their clients effectively and ensure compliance with regulatory requirements.

Note: It is advisable to consider individual circumstances and seek professional advice before making any decisions regarding pension plans.

For pdfFiller’s FAQs

What is pension product disclosure statement?

The pension product disclosure statement is a document that provides important information about a pension product to help consumers make informed decisions.

Who is required to file pension product disclosure statement?

Pension providers and administrators are required to file pension product disclosure statements.

How to fill out pension product disclosure statement?

Pension product disclosure statements can be filled out online through the designated portal provided by the regulatory authority.

What is the purpose of pension product disclosure statement?

The purpose of a pension product disclosure statement is to ensure transparency and provide key information about a pension product, including fees, risks, and benefits.

What information must be reported on pension product disclosure statement?

Information such as fees, investment options, performance data, risks, and any changes to the pension product must be reported on the disclosure statement.

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