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WWW.mtaasuper.com.AU Phone: 1300 362 415 / Fax: 1300 365 142 An Industry Superfund MTA Super Pensions Handbook Date of Issue: 1 November 2014 Combined Product Disclosure Statement and Financial Services
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How to fill out mtaa super pensions handbook

How to fill out mtaa super pensions handbook:
01
Start by reading the handbook thoroughly. Familiarize yourself with the contents, sections, and any specific instructions provided.
02
Make sure to gather all necessary information and documents before filling out the handbook. This may include personal identification details, financial information, and any relevant paperwork from your superannuation fund.
03
Begin by carefully filling out the personal information section. This typically includes your full name, contact details, and superannuation account number.
04
Proceed to the section that pertains to your chosen pension options. Depending on your circumstances and goals, you may have various choices such as account-based pension, transition to retirement pension, or a specific investment strategy. Select the appropriate option and provide any required details.
05
If there are any beneficiary nominations or details to provide, ensure that this section is accurately completed. Include the full names, contact information, and relationship to the beneficiaries.
06
Consider seeking advice from a financial advisor or professional if you are unsure about any aspects of the handbook or require assistance with determining the best options for your retirement.
Who needs mtaa super pensions handbook:
01
Employees who are members of the Motor Trades Association of Australia (MTAA) and have a superannuation account with MTAA Super may need the mtaa super pensions handbook.
02
Individuals who are approaching retirement age or planning to transition their superannuation funds into a pension phase are likely to find the handbook useful.
03
Anyone who wishes to gain a better understanding of the rules, regulations, and options pertaining to superannuation pensions, specifically those associated with MTAA Super, can benefit from reading the handbook.
Please note that it is always recommended to consult with relevant professionals or contact MTAA Super directly for specific advice and guidance regarding your individual circumstances.
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