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Suncorp WealthSmartTM Business Super Product Disclosure Statement Member Issued 17 April 2009 About this Product Disclosure Statement (PDS) Suncorp Portfolio Services Limited (Trustee) (ABN 61 063
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How to fill out suncorp wealthsmarttm business super

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How to fill out Suncorp WealthSmartTM Business Super:

01
Obtain the necessary forms: Visit the Suncorp website or contact their customer service to request the relevant forms for the Suncorp WealthSmartTM Business Super.
02
Provide personal and business information: Fill out the forms with accurate personal and business details, including your name, contact information, business name, and Australian Business Number (ABN).
03
Choose the investment options: Suncorp WealthSmartTM Business Super offers a range of investment options. Select the investment strategy that suits your business goals and risk tolerance. You may choose from growth, balanced, conservative, or tailor-made investment portfolios.
04
Nominate beneficiaries: Indicate the beneficiaries who will receive your superannuation benefits in the event of your death. Ensure you provide complete and accurate details of each beneficiary, such as their full name, relationship to you, and their contact information.
05
Select insurance coverage: Consider whether you would like to include insurance cover for death or total and permanent disability (TPD) under your Suncorp WealthSmartTM Business Super plan. If you wish to include insurance, provide the necessary information in the forms.
06
Complete the declaration: Review the forms and ensure that all information provided is correct and accurate. Sign and date the declaration section to confirm that the information provided is true and accurate to the best of your knowledge.

Who needs Suncorp WealthSmartTM Business Super:

01
Small business owners: Suncorp WealthSmartTM Business Super is specifically designed for small business owners who want to grow their retirement savings while enjoying features that cater to their unique business circumstances.
02
Self-employed individuals: If you are self-employed and want a superannuation solution that aligns with your business, Suncorp WealthSmartTM Business Super can provide you with investment options, insurance coverage, and other features tailored to your needs.
03
Business partners/shareholders: Suncorp WealthSmartTM Business Super is also suitable for business partners or shareholders who want to manage their personal superannuation and potentially include additional insurance cover.
Remember, always seek professional advice from financial advisors or consult the Product Disclosure Statement (PDS) before making any decisions regarding superannuation products.
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Suncorp WealthSmart Business Super is a superannuation product designed for businesses to help employees save for retirement.
Employers with eligible employees who have chosen Suncorp WealthSmart Business Super as their superannuation fund are required to file.
The form can be filled out online through the Suncorp website or by contacting a Suncorp financial advisor.
The purpose is to provide employees with a superannuation fund that offers investment options and benefits to help them grow their retirement savings.
Employee information, contribution amounts, investment choices, and any changes to the fund details must be reported.
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