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Perpetual WealthFocus
Super Plan
Features Bioproduct DISCLOSURE STATEMENT PART 1
ISSUE NUMBER 15 DATED 18 DECEMBER 2023
Issued by Perpetual Superannuation Limited
ABN 84 008 416 831 ADSL 225246 RSE
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How to fill out perpetual wealthfocus super plan
How to fill out perpetual wealthfocus super plan
01
Gather all necessary documents such as identification, financial statements, and tax file number.
02
Contact a financial advisor or representative from Perpetual to discuss the WealthFocus Super Plan.
03
Review the information provided by the advisor and understand the terms and conditions of the plan.
04
Fill out the application form accurately and completely, providing all required information.
05
Submit the application along with any additional documents as requested by Perpetual.
06
Monitor the progress of your application and follow up with Perpetual if needed.
Who needs perpetual wealthfocus super plan?
01
Individuals who want to plan for their retirement and secure their financial future.
02
Those who are looking for a flexible and tax-effective superannuation investment option.
03
People who prefer a professionally managed super plan with a range of investment choices.
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What is perpetual wealthfocus super plan?
Perpetual Wealthfocus Super Plan is a superannuation plan designed to help individuals grow and manage their retirement savings.
Who is required to file perpetual wealthfocus super plan?
Individuals who have a Perpetual Wealthfocus Super Plan account are required to file the necessary documentation.
How to fill out perpetual wealthfocus super plan?
To fill out the Perpetual Wealthfocus Super Plan, individuals need to provide personal information, investment details, and beneficiary information.
What is the purpose of perpetual wealthfocus super plan?
The purpose of the Perpetual Wealthfocus Super Plan is to help individuals save and invest for their retirement.
What information must be reported on perpetual wealthfocus super plan?
Information such as contributions, investment returns, fees, and beneficiary details must be reported on the Perpetual Wealthfocus Super Plan.
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