Get the free Allocated Pension Product Disclosure Statement - First Super

Issued by First Super Pty Ltd ABN 42 053 498 472, ADSL 223988, REEL L0003049 SPIN FIS0001AU Trustee of First Super superannuation fund ABN 56 286 625 181, USER No. R1067385 First Super Allocated Pensions

How to fill out allocated pension product disclosure

How to fill out allocated pension product disclosure:

1. Start by carefully reading the allocated pension product disclosure statement (PDS) provided by your pension provider. This document contains important information about the features, risks, and terms of your allocated pension.
2. Take note of any sections or clauses that require specific attention or action on your part. These may include details about the investment options available, fees and charges, and any restrictions or conditions that may apply.
3. Gather the necessary information and documents required to complete the allocated pension product disclosure. This may include personal identification, tax file number, and relevant financial statements or records.
4. Fill in your personal details accurately and completely. This typically includes your name, address, contact information, and date of birth.
5. Provide information about your chosen investment options, if applicable. This may involve selecting a specific investment strategy or indicating how your funds should be allocated.
6. Review and understand the risk disclosure section of the PDS. This section outlines the potential risks involved with your allocated pension and helps you make informed decisions about your investment.
7. Carefully consider any additional features or benefits offered by your pension provider. Understand how they may impact your retirement income and make your selections accordingly.
8. Pay attention to any nominated beneficiaries and determine how you want your pension to be distributed in the event of your death. Provide the necessary details and update them as needed.

Who needs allocated pension product disclosure:

1. Individuals who are transitioning from the accumulation phase to the pension phase of their superannuation may require allocated pension product disclosure. This typically applies to retirees looking to access their super savings as a regular income stream.
2. Anyone considering establishing an allocated pension with their superannuation funds should familiarize themselves with the product disclosure statement. This helps ensure they understand the features, risks, and terms of the allocated pension and can make informed decisions regarding their retirement income.
3. Financial advisors, accountants, or professionals assisting clients with retirement planning may need to review and understand the allocated pension product disclosure. This enables them to provide accurate and relevant advice to their clients based on their individual circumstances and goals.

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What is allocated pension product disclosure?

Allocated pension product disclosure is a document that provides information about a pension product, including key features, fees, risks, and terms and conditions.

Who is required to file allocated pension product disclosure?

Financial institutions or pension providers offering allocated pension products are required to file allocated pension product disclosure.

How to fill out allocated pension product disclosure?

Allocated pension product disclosure can be filled out by providing accurate and detailed information about the pension product as outlined by regulatory authorities.

What is the purpose of allocated pension product disclosure?

The purpose of allocated pension product disclosure is to ensure transparency, provide important information to clients, and comply with regulatory requirements.

What information must be reported on allocated pension product disclosure?

Information such as fees, investment options, risks, benefits, terms and conditions, and contact details must be reported on allocated pension product disclosure.