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AU GuildSuper Investment Guide 2023-2025 free printable template

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Investment Guide Prepared and issued on 1 July 2023Along with this document, make sure you read the Product Disclosure Statement and the important information in the Insurance Guide and the How Guilder Works
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AU GuildSuper Investment Guide Form Versions

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AU GuildSuper Investment Guide 2023
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AU GuildSuper Investment Guide 2016
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How to fill out AU GuildSuper Investment Guide

01
Read the introductory information to understand the purpose of the Investment Guide.
02
Gather your personal financial information, including income, expenses, and any existing investments.
03
Review the various investment options provided in the guide, such as shares, bonds, and managed funds.
04
Assess your risk tolerance to determine which investment options are suitable for you.
05
Fill out the investment preference section, indicating your choices and the amount you wish to allocate.
06
Complete the necessary personal details and sign where required.
07
Submit the completed guide to the appropriate AU GuildSuper representative or through their online platform.

Who needs AU GuildSuper Investment Guide?

01
Individuals looking to invest their retirement savings through AU GuildSuper.
02
Members of the AU GuildSuper seeking guidance on investment options.
03
Anyone planning to make informed decisions about their superannuation investments.
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The AU GuildSuper Investment Guide is a document that provides detailed information and guidelines regarding investment strategies and options available within the AU GuildSuper superannuation fund.
The AU GuildSuper Investment Guide is typically required to be filed by members of the AU GuildSuper fund who are making investment choices or changes related to their superannuation.
To fill out the AU GuildSuper Investment Guide, members should carefully read the instructions, provide relevant personal information, specify their investment choices, and submit the completed form to the fund manager.
The purpose of the AU GuildSuper Investment Guide is to inform beneficiaries about available investment options, help them make informed decisions regarding their superannuation, and ensure they comply with regulatory requirements.
The information that must be reported on the AU GuildSuper Investment Guide includes personal identification details, chosen investment options, any changes to investment preferences, and acknowledgment of the guide's terms.
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