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Suncorp WealthSmartTM Personal Super Suncorp WealthSmartTM Pension Product Disclosure Statement Issued 30 November 2010 About this Product Disclosure Statement (PDS) Suncorp Portfolio Services Limited
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How to fill out suncorp wealthsmart personal super

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How to fill out Suncorp WealthSmart Personal Super:

01
Visit the Suncorp WealthSmart website or log into your online account.
02
Navigate to the Personal Super section and click on the "Manage My Super" option.
03
Provide your personal details, such as your name, date of birth, and contact information.
04
Enter your Tax File Number (TFN) to ensure accurate reporting and tax benefits.
05
Select your investment strategy based on your risk tolerance and financial goals.
06
Specify your contribution preferences, including making regular contributions or opting for additional contributions.
07
Nominate your beneficiaries and specify how you want your super distributed in case of your death.
08
Review and confirm all the details you have entered, ensuring everything is accurate and up to date.
09
If necessary, seek advice from a financial advisor to ensure you make informed decisions.
10
Once you are satisfied with all the information provided, submit your application or changes.

Who needs Suncorp WealthSmart Personal Super:

01
Individuals who want to take control of their superannuation and actively manage their investments.
02
Those who prefer a wide range of investment options to choose from to align with their risk appetite and investment goals.
03
People looking for flexibility in choosing how and when they contribute to their super, allowing them to maximize their retirement savings.
04
Individuals who value the ability to nominate beneficiaries and decide how their super is distributed after their passing.
05
Employees who want to consolidate their super accounts to simplify their financial management and potentially reduce fees.
06
Those looking for a reputable and established financial institution to handle their superannuation needs.
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Suncorp WealthSmart Personal Super is a superannuation product offered by Suncorp that allows individuals to save and invest for their retirement.
Individuals who have a Suncorp WealthSmart Personal Super account are required to file the necessary forms and reports related to their superannuation.
To fill out Suncorp WealthSmart Personal Super, individuals need to provide information about their personal details, contributions, investments, and beneficiaries.
The purpose of Suncorp WealthSmart Personal Super is to help individuals grow their wealth and save for retirement through investment in a range of options.
Information that must be reported on Suncorp WealthSmart Personal Super includes personal details, contributions, investment performance, and beneficiary information.
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2010 1993 Suncorp WealthSmart PDS Superannuation TFN au nancial DDR youll ABN Ibbotson insurer ofcer GST Tyndall RSE Postcode benets ATO TPD GPO certied beneciaries identication beneciary AFSL licensee QLD WealthSmarts L0002059

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