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This document provides detailed information about the legalsuper Pension, including features, benefits, risks, and investment options. It serves as a guide for members to understand their superannuation

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How to fill out pension product disclosure statement

01

Gather personal and financial information.

02

Review the pension product details provided by the issuer.

03

Carefully read the terms and conditions of the pension product.

04

Fill in your personal details such as name, address, and contact information.

05

Provide relevant financial information including income and employment details.

06

Detail your investment preferences and retirement goals.

07

Double-check all information for accuracy.

08

Sign and date the statement before submitting it to the issuer.

Who needs pension product disclosure statement?

01

Individuals planning for retirement.

02

Employees whose employers offer pension plans.

03

Financial advisors assisting clients with retirement planning.

04

Anyone considering investing in a pension product.

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What is pension product disclosure statement?

A pension product disclosure statement is a document provided to consumers that outlines the features, benefits, fees, and risks associated with a pension product, ensuring transparency and informed decision-making.

Who is required to file pension product disclosure statement?

Pension fund providers, financial institutions, and companies that offer pension products are required to file a pension product disclosure statement.

How to fill out pension product disclosure statement?

To fill out a pension product disclosure statement, you need to provide detailed information about the pension product, including its features, performance, risks, fees, and any other relevant disclosures as mandated by regulatory authorities.

What is the purpose of pension product disclosure statement?

The purpose of a pension product disclosure statement is to inform consumers about the essential details of a pension product, allowing them to make educated choices regarding their retirement savings and investments.

What information must be reported on pension product disclosure statement?

Information that must be reported includes the product’s fees, charges, investment options, expected returns, risks, tax implications, and any specific terms and conditions related to the pension product.

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