FAQs - Direct Investment Option (DIO)
|
|
- Gregory Shields
- 6 years ago
- Views:
Transcription
1 Contents The purpose of this manual is to provide instructions around the Club Plus Super DIO rules, transactions and troubleshooting. DIO rules and restrictions 2 How to register 2 DIO switching and MemberAccess 3 Term Deposits 5 ETFs and Equities 7 Troubleshooting 8
2 What is the DIO? A bit like a self-managed super fund (SMSF), our Direct Investment Option gives you more control over your super - without the hassle of endless paperwork or hefty accounting and legal expenses. It offers access to Term Deposits, shares on the S&P/ASX 300, a selection of exchange traded funds (ETFs), online trading, expert market information, independent information and tools to help manage your portfolio all at what may be a fraction of the cost of a self-managed super fund. Pre-requisites To be eligible for the DIO you need to meet the following criteria; Be an active Club Plus Super or Pension member with at least $12,500 in your account Maintain a minimum balance of $5,000 in one or more of Club Plus Super s standard investment options (i.e. Cash, Conservative Balanced, MySuper/Balanced, Growth, High Growth, Australian Shares, International Shares) Have access to the internet and provide a current address Read, understand and accept the terms and conditions upon application Be registered for MemberAccess Provide your Tax File Number DIO Rules 80/20 investment rule. You can invest up to a maximum of 80% of your account balance in your DIO account with the remaining 20% in your Club Plus standard investment option(s) The minimum trade for shares is $500 The Term Deposit minimum investment is $5,000 The Maximum investment in a Term Deposit is $1 million Maximum of 20% of your total super balance in a single ETF or share The DIO is not available in Transition to Retirement Pensions How to register To register for the DIO, open your online MemberAccess account. You will need to go to the Investments heading and click the Register Now button under the Your Direct Investment Option account summary section. This will take you to a new screen outlining the term and conditions. You will need to acknowledge you have read the terms and conditions by clicking on the check box followed by clicking the Register button. 2
3 DIO switching To transact between your Club Plus Super investments and the DIO, you will need to perform a switch via MemberAccess. This process allows you to transfer in and out of your DIO account. To complete a switch, log into MemberAccess and click the Investments heading. Transfer in 1. To transfer funds into the DIO account, click on the Transfer In button. You will then need to nominate the dollar amount or percentage you wish to transfer. Note you can only invest a maximum of 80% of your total account balance as the system will restrict you from exceeding this limit. 3
4 Transfer out 1. To transfer a portion of your funds out of the DIO, click the Transfer out button 2. Specify the dollar amount you wish to transfer out of your DIO in the Total Amount to Transfer ($) fi eld 3. Nominate the investment(s) you wish to apply this transfer to in the form of a percentage (must equal 100%) 4. Click Confirm To close a DIO account 1. To close a DIO account, your total DIO balance must be sitting in the Cash Account option only (as outlined below). 2. Click the Close DIO Cash button and nominate 100% of your DIO account to be closed. Note: If you are invested in equities and/or ETFs you are required to sell them first. If you are invested in a Term Deposit you will need to wait for it to mature before you can close your DIO. Once all funds are in the cash account you can then close your DIO. 4
5 How does my cash account work Your cash account is an account through which all your transactions are processed. Purchases of shares and term deposits are funded from the available cash held in your cash account. Proceeds from your investments, such as dividends and the principal and interest from your term deposits, are deposited into your cash account. Any applicable taxes are also withdrawn from your cash account. The interest you earn on the cash account will be calculated daily and paid monthly in arrears on or around the last business day of the month. The DIO cash rate can be located on your Macquarie DIO homepage. The cash account is transactional only and is not designed for use as a cash investment. You must retain $500 in your cash account at all times as part of the DIO terms and conditions. How do I view transactions in and out of my cash account (e.g. interest received or tax paid)? You can view your cash transactions by generating a Cash Transactions report or viewing the recent transactions from the Cash page. How to purchase a Term Deposit You will need to Log into the DIO through MemberAccess. Navigate to the Term deposits page on the DIO home screen followed by the below steps: 1. Click the Buy term deposit button under the Available term deposits section 1 2. Select the maturity of the term deposit through the drop down menu 3. Enter the value of your term deposit (minimum $5,000) 4. Click Submit
6 Term Deposit rates All Term Deposit terms and rates can be found under the following link on our website which is updated weekly. You will also be told the rate of your term deposit at the time of purchase. In the event of any inconsistency between the Club Plus Super website and the DIO, the rates shown in the DIO will prevail: clubplussuper.com.au/investments/performance/term-deposit-rates Term Deposits maturity elections There are 3 options regarding TD maturity elections; Cash out: Your principal and interest will be paid back to your cash account at the end of the term (the default if no election is made). Rollover principal and interest: Your principal and interest will rollover into a new term deposit of the same term. Rollover principal only: Your principal will rollover into a new term deposit of the same term. Your interest earned will be paid to your cash account. Term deposit maturity elections can be made or changed at any time once your term deposit application has been processed. An election must be made at least 1 business day before maturity for it to take effect. To update your maturity selection, follow the below steps; 1. Select Modify from the appropriate term deposit in the Term deposits section 1 2. From the drop down menu, select your new maturity election 3. Click Submit 2 3 6
7 How to check my Term Deposit maturity date You can view your term deposit maturity date by logging into your DIO account and checking the transactions page, which will show any term deposits purchased. Purchasing Shares What is the difference between a Market and Limit order? Market orders Market orders will go into market to execute at the best available price, however the execution and the price is not guaranteed. Market orders cannot be accepted outside of market hours or when trading in a particular stock is halted or suspended. Limit orders Limit orders allow you to set a maximum purchase price for your buy order, or a minimum sale price for your sell orders. If the market doesn t reach your limit price, your order will not be executed. You can place an At Limit order during market hours. You can also place an At Limit order when the market is closed and it will be queued ready for processing when the market opens. Please note that an At Limit order will not be accepted, without any advice to you, if we consider the limit price to be too far away from the prevailing market price of that stock. Order expiry Orders can remain on market for today only, or until cancelled. Today only orders are valid for the business day on which they are placed and will expire before the market opens on the next business day. If your order is placed with the Authorised Broker after market operating hours, it will go on market the next business day and will expire before the market opens again on the business day after the order went on market. Timing of orders Subject to the above conditions, at market trades must be placed within the normal trading hours of 10am to 4pm (Sydney time). How to place orders for shares You can place orders to buy and sell shares from the Shares page. 1. On the Shares page click Buy shares for new orders or click the Buy or Sell options that relate to your current holdings 1 1 7
8 2. Type the company name or code into the listed security search (only applicable for new orders) 3. Enter the trade value or quantity you would like to buy or sell 4. Enter your order details (such as order type and expiration) 5. Click Submit DIO product information For more information regarding the DIO product, terms and conditions, click on the following link which will take you to the relevant section on our website: clubplussuper.com.au/investments/direct-investment-option DIO issues and support If you are experiencing issues with the DIO, please follow the below steps to help you resolve them. 1. Right click on the DIO webpage and select Refresh or Reload 2. Attempt to log in using a different browser i.e. Internet Explorer, Google Chrome, Safari or Firefox 3. Clear your browser history If you are still experiencing issues with your DIO account, please call the member hotline on between 8am to 6pm weekdays who will be able to assist. 5 member hotline: pension hotline: website: clubplussuper.com.au Any general information in the factsheet does not take into account your specific objectives, financial situation or needs. Issued by Club Plus Superannuation Pty Limited - ABN , RSE License Number: L , AFSL Number: , the trustee of the Club Plus Superannuation Scheme ABN January
MERCER SUPER TRUST MERCER DIRECT MEMBER GUIDE
MERCER SUPER TRUST MERCER DIRECT MEMBER GUIDE MAY 2016 INSIDE THIS GUIDE USING MERCER DIRECT ONLINE... 4 CHOOSING THE RIGHT INVESTMENTS... 6 GETTING STARTED... 7 HOW DOES MERCER DIRECT WORK?... 10 LISTED
More informationPRINT. MEDIA. ENTERTAINMENT. ARTS. OURCOMMUNITY GUIDE
PRINT. MEDIA. ENTERTAINMENT. ARTS. OURCOMMUNITY GUIDE Issued 1 July 2018 CONTENTS Who can invest? 4 Direct Investment features 5 Fees 7 Getting started with Direct Investment 9 Shares & exchange-traded
More informationUser Guide Macquarie Equity Lever
User Guide Macquarie Equity Lever 29 SEPTEMBER 2017 Macquarie Equity Lever User Guide 1 Table of contents 1. Introduction 1 2. How to access and navigate GearUp 2 3. Purchasing Instalment Receipts 5 4.
More informationIndustry division PRODUCT DISCLOSURE STATEMENT. Issued 1 October 2017
Industry division PRODUCT DISCLOSURE STATEMENT Issued 1 October 2017 This Product Disclosure Statement (PDS) has been issued by Club Plus Superannuation Pty Limited ABN 26 003 217 990 AFSL No: 245362 RSE
More informationYour fund. Your wealth. Your future. NGS SELF- MANAGED GUIDE
Your fund. Your wealth. Your future. NGS SELF- MANAGED GUIDE NGS Self-Managed Guide Issued 15 December 2017 NGS Self-Managed offers a new level of choice and direct control over the investment of your
More informationTRAVEL PORTAL INSTRUCTIONS
TRAVEL PORTAL INSTRUCTIONS Date: June 22, 2018 Version: Version 3.1 Prepared By: Berkley Canada Table of Contents 1 ACCESSING THE PORTAL... 3 1.1 LOGIN & LOGOUT... 3 1.2 RESET YOUR PASSWORD... 3 2 THE
More informationCOMMONWEALTH SMSF. Set-up and administration service Member Dashboard Guide.
COMMONWEALTH SMSF Set-up and administration service Member Dashboard Guide. 2 Commonwealth SMSF Member Dashboard Guide COMMONWEALTH SMSF Your online Member Dashboard provides tools to help you manage your
More informationStatewide.On.Line. User guide for employers August 2015
Statewide.On.Line User guide for employers August 2015 Contents Setting up your account 5 How do I set up a Statewide.On.Line account? 5 Logging in to Statewide.On.Line 5 You re ready to go 6 Using your
More informationWelcome to REST Industry Super
Welcome to REST Industry Super rest.com.au 1300 300 778 A little bit about us REST Industry Super has been looking after members superannuation since we started as an industry fund in 1988. Over the past
More informationPension division PRODUCT DISCLOSURE STATEMENT. Issued 1 October An application to join is at the back of this booklet.
Pension division PRODUCT DISCLOSURE STATEMENT Issued 1 October 2017 An application to join is at the back of this booklet. This Product Disclosure Statement (PDS) for the Club Plus Pension has been issued
More informationSuper and Pension Manager
Macquarie Super and Pension Manager Super and Pension Manager Macquarie Wrap Smart administration solutions made simple Part B Document number MAQSP01.3 The information contained in Part B of the Product
More informationTHE ELECTRONIC BANKING SERVICES AGREEMENT I. ACCEPTING THE ELECTRONIC BANKING SERVICE AGREEMENT
Rev. 4/17 THE ELECTRONIC BANKING SERVICES AGREEMENT I. ACCEPTING THE ELECTRONIC BANKING SERVICE AGREEMENT This Electronic Banking Services Agreement (the Agreement ) regulates the services provided through
More informationFinancial Services Guide (FSG)
Financial Services Guide (FSG) Issued 20 March 2018 Living Super What s an FSG? Good question. An FSG is short for a Financial Services Guide. Basically, it gives you important information about a particular
More informationWorkday RETIREMENT MANAGER EMPLOYEE NAVIGATION SET UP AN ACCOUNT WITH RETIREMENT MANAGER. D. Click Continue.
NAVIGATION 1. Please use the following browsers to access the Retirement Manager website. a. For Windows computers: Internet Explorer (version 7 or later) or Mozilla Firefox (version 3.6 or later). b.
More informationTrading Terms and Conditions
Trading Terms and Conditions This section sets out the terms and conditions which apply to trading on a Relevant Exchange through the Online Service. This information has been prepared by Macquarie and
More informationOperational requirements for transferring clients into Macquarie Wrap. Macquarie Adviser Services
Operational requirements for transferring clients into Macquarie Wrap Macquarie Adviser Services Contents 01 What are the benefits of transferring your clients accounts to Macquarie Wrap? 01 How does Wrap
More informationGiven names Male Female Date of birth DDMMYYYY. Suburb/City/Town State/Territory Postcode. Suburb/City/Town State/Territory Postcode
MEMBER APPLICATION IMPORTANT Complete this form to become a member of Kinetic Super. Before you complete this form, please read the Kinetic Super Product Disclosure Statement (PDS) and Incorporated Information
More informationFees and Costs SUPER FACTSHEET. 1 May 2018
1 May 2018 The information in this document forms part of the Australian Catholic Superannuation and Retirement Fund Superannuation Plan Product Disclosure Statement dated 1 May 2018. Fees and Costs Fees
More informationANZ SMART CHOICE SUPER AND PENSION
ANZ SMART CHOICE SUPER AND PENSION FEES GUIDE ISSUED 13 APRIL 2019 ENTITY DETAILS IN THIS ANZ SMART CHOICE SUPER AND PENSION FEES GUIDE (FEES GUIDE) Name of legal entity Registered numbers Abbreviated
More informationQUICKSUPER. A how-to guide
QUICKSUPER A how-to guide April 2017 1 Contents Page How to register for QuickSuper 4 How to set up your account 6 How to make a payment 10 CSV file specifications 12 How to view new default fund member
More informationFinancial Services Guide. Date of issue: 7 September 2017 Version 5
Financial Services Guide Date of issue: 7 September 2017 Version 5 This Financial Services Guide (FSG) is an important document. Please ensure that you read this FSG carefully. It is provided by Club Plus
More informationANZ Smart Choice Super and Pension diversified funds: review of asset allocation ranges
ANZ Smart Choice Super and Pension diversified funds: review of asset allocation ranges PRODUCT UPDATE MAY 2016 Following a recent review of the ANZ Smart Choice Super diversified funds strategic asset
More informationMember Booklet. Issued 1 October 2017
Member Booklet Issued 1 October 2017 This Member Booklet gives an overview of the benefi ts of investing with Club Plus Super and provides more details about fees, taxes and other relevant information.
More informationWrap website user guide
Use this detailed guide to learn how to use some of Wrap's key online functions. Section 1: Navigation 01 Section 2: Portfolio transacting 02 Section 3: Work in progress 14 Section 1: Navigation The Portfolio
More informationReference guide for small businesses
Small Business Superannuation Clearing House Reference guide for small businesses Contents Employer registration initial registration 2 Employer registration finalising registration 13 Employer default
More informationSelect Super INVESTMENTS & OTHER IMPORTANT INFORMATION 1 JANUARY 2018
Select Super INVESTMENTS & OTHER IMPORTANT INFORMATION 1 JANUARY 2018 Select Super offers a range of ten [10] investment options. You can choose to invest in one option or in any combination of our options
More informationNewcastle Permanent Superannuation Plan (the Plan) Member Newsletter September 2013
Newcastle Permanent Superannuation Plan (the Plan) Member Newsletter September 2013 Contents: New NPBS Adviser Fee arrangements for Superannuation Advice available from 1 October 2013 Page 1 Investment
More informationSecure Super Account. Retirement Savings & Pension Account. Talk to us today.
Secure Super Account Retirement Savings & Pension Account Talk to us today. About Heritage Bank Heritage is Australia s largest customer-owned bank, which means our priority is giving our customers a better
More informationONEVIEW LIFE USER GUIDE
ONEVIEW LIFE USER GUIDE How to make the most of this client management portal April 2019 Contents 1. HOW TO LOG IN 4 1.1 Access OneView Life via Adviser Advantage 4 1.2 Access OneView Life via Illustrator
More informationANZ SMART CHOICE SUPER FOR EMPLOYERS AND THEIR EMPLOYEES
ANZ SMART CHOICE SUPER FOR EMPLOYERS AND THEIR EMPLOYEES ONEPATH LIFE LIMITED CISCO SYSTEMS AUSTRALIA PTY LTD SUPERANNUATION PLAN INSURANCE GUIDE ISSUED 17 MARCH 2018 DEATH AND TOTAL AND PERMANENT DISABLEMENT
More informationANZ SMART CHOICE SUPER FOR EMPLOYERS AND THEIR EMPLOYEES INSURANCE GUIDE ISSUED 17 MARCH 2018 TAILORED EMPLOYER PLANS
ANZ SMART CHOICE SUPER FOR EMPLOYERS AND THEIR EMPLOYEES INSURANCE GUIDE ISSUED 17 MARCH 2018 TAILORED EMPLOYER PLANS ANZ SMART CHOICE SUPER ENTITY DETAILS IN THIS INSURANCE GUIDE Name of legal entity
More informationUser Reference Guide to UTRADE Web. Overview. System Configuration Check. Online trading made easy
Online trading made easy Overview Thank you for choosing UTRADE Web, which offers you a hassle-free online trading experience with a wide range of reliable features and tools which empower you to capitalize
More informationSuncorp Employee Superannuation Plan
Suncorp Employee Superannuation Plan Product Disclosure Statement Issued 3 December 2016 This booklet is your guide to the Suncorp Employee Superannuation Plan, and to superannuation generally. (We have
More informationEstablishing new OneAnswer accounts online User Guide INVESTMENT
Establishing new OneAnswer accounts online User Guide INVESTMENT Contents Overview Open new OneAnswer accounts online for your clients 1 Important information 2 Minimum requirements 2 Need help? 2 User
More informationUpdating the information in the SuperWrap Product Disclosure Statement
Super Insurance Investment Advice Updating the information in the SuperWrap Product Disclosure Statement 1 November 2018 This update, dated 1 November 2018, relates to the SuperWrap Product Disclosure
More informationWealth Manager SuperWrap
Wealth Manager SuperWrap Supplementary Product Disclosure Statement This Supplementary Product Disclosure Statement ( SPDS ) is dated 30 September 2017 and supplements the Product Disclosure Statement
More informationWestpac Corporate Lending Portal
Westpac Corporate Lending Portal Fast, efficient and secure online loan management Westpac Institutional Bank Date: 22 August 2018 Commercial in Confidence 2018 Contents Overview... 5 Functionality @ August
More informationAssetChoice SuperWrap
AssetChoice SuperWrap Supplementary Product Disclosure Statement This Supplementary Product Disclosure Statement ( SPDS ) is dated 30 September 2017 and supplements the Product Disclosure Statement ( PDS
More informationInvestment Guide. AMIST Super Hotline. AMIST Super Issued: 3 March 2018
AMIST Super Issued: 3 March 2018 Investment Guide AMIST Super Hotline 1800 808 614 The information in this document forms part of the Product Disclosure Statements for AMIST Super Employer Sponsored and
More informationOnline Trading User Guide
Online Trading User Guide Monex Securities Australia Pty Ltd AFSL No: 363972 ABN: 84 142 210 179 Registered Office: Level 2 - The Bond, 36 Hickson Road Sydney NSW 2000 About This Guide This guide takes
More informationPrivate Super Fund. Adviser guide. The issuer of this service guide is Australian Executor Trustees Limited. ABN AFSL No
Private Super Fund Adviser guide The issuer of this service guide is Australian Executor Trustees Limited. ABN 84 007 869 794 AFSL No 240023 Dated June 2011 Part of the IOOF group Our small APRA fund a
More informationHow to Register for a mygov account
Bishop Group Pty Ltd Michael Bishop B.Fin Adv.Dip.FS (FP) Authorised Representatives Godfrey Pembroke Limited Australian Financial Services Licensee and Insurance Broker 1st Floor, 132 Greenhill Road Unley
More informationSuncorp Employee Superannuation Plan. Product Disclosure Statement Issued: 30 September 2017
Suncorp Employee Superannuation Plan Product Disclosure Statement Issued: 30 September 2017 This booklet is your guide to the Suncorp Employee Superannuation Plan, and to superannuation generally. (We
More informationSelf Funding Instalments
Self Funding Instalments Equity Structured Products & Warrants Warrant Issuer: RBS Group (Australia) Pty Limited ABN 78 000 862 797, AFSL: 247013 or The Royal Bank of Scotland plc ABN 30 101 464 528, AFSL:
More informationSelect Wrap SELECT SUPERWRAP PRODUCT DISCLOSURE STATEMENT. Select SuperWrap Personal Super Plan Select SuperWrap Pension Plan
SELECT SUPERWRAP PRODUCT DISCLOSURE STATEMENT SELECT SUPERWRAP PRODUCT DISCLOSURE STATEMENT Select SuperWrap Personal Super Plan Select SuperWrap Pension Plan Select Wrap The distributor of Select SuperWrap
More informationBecoming a Rest employer
Becoming a Rest employer Effective 4 April 2018 2 Becoming a Rest employer Contents. Introducing Rest. 4 Which Rest product is right for my business?. 5 Services and features for members. 6 Getting started.
More informationBT Managed Accounts. Website user guide
BT Managed Accounts Website user guide Contents BT Managed Accounts Website User Guide 3 Logging On to the Managed Accounts Website 3 Landing Page 4 Main Menu Options 5 Reports 6 Daily, Quarterly and Annual
More informationDashboard user guide. Fund dashboard
Dashboard user guide Fund dashboard Issued by SMSF Administration Solutions Pty Ltd ABN 76 097 695 988 AFSL No. 291195 trading as AMP SMSF Administration. SMSF Administration Solutions Pty Ltd. February
More informationStep by Step Guide: Electronic (via e-services) Authorised Share Changes
Step by Step Guide: Electronic (via e-services) Authorised Share Changes In order to use this service you should have registered a customer code and a credit / debit card to effect payment. Consult the
More informationANZ SMART CHOICE SUPER FOR EMPLOYERS AND THEIR EMPLOYEES MLC LIMITED VISY INDUSTRIES SUPERANNUATION PLAN
ANZ SMART CHOICE SUPER FOR EMPLOYERS AND THEIR EMPLOYEES MLC LIMITED VISY INDUSTRIES SUPERANNUATION PLAN INSURANCE GUIDE ISSUED 17 MARCH 2018 DEATH AND TOTAL AND PERMANENT DISABLEMENT COVER INCOME PROTECTION
More informationSuperConnect. ANZ Super Advantage Your guide to ANZ Investor Access
SuperConnect ANZ Super Advantage Your guide to ANZ Investor Access Just a few key strokes to access your super online anytime ANZ Investor Access allows you to conveniently track and manage your superannuation
More informationSelect Super FEES AND COSTS & OTHER IMPORTANT INFORMATION 1 JANUARY 2018
Select Super FEES AND COSTS & OTHER IMPORTANT INFORMATION 1 JANUARY 2018 This document shows the fees and other costs that you may be charged. These fees and costs may be deducted from your money, from
More informationUser Reference Guide to UTRADE Web
Online trading made easy Overview Thank you for choosing UTRADE Web, which offers you a hassle-free online trading experience with a wide range of reliable features and tools which empower you to capitalize
More informationImportant things to know about your super
Important things to know about your super AustralianSuper Product Disclosure Statement 26 May 2018 What we ll cover 1 About AustralianSuper 2 How super works 3 Benefits of investing with AustralianSuper
More informationDIY MASTER PLAN Annual Report As at 30 June 2018 Part 3 Raiz Super Investment Disclosure
Fund Registration No R1070743 DIY MASTER PLAN Annual Report As at 30 June 2018 Part 3 Raiz Super Investment Disclosure This Annual Report Part 3 for the Raiz Super Division members of the DIY Master Plan
More informationTrade Advance. About this guide. Important information
Trade Advance About this guide This guide covers how to: Submit a Trade Advance request through CommBiz. Authorise a Trade Advance request. Review the status of a Trade Advance request. Important information
More informationBUSS(Q) USER GUIDE TO APPLY FOR INSURANCE ONLINE
BUSS(Q) USER GUIDE TO APPLY FOR INSURANCE ONLINE Alistair Lobb, BUSS(Q) Member YOUR QLD INDUSTRY SUPER FUND Contents Before you start 3 Starting a new application 4 Entering your details 5 Personal and
More informationSUPERANNUATION. Corporate Super OnePath Life Limited. Group Salary Continuance Cover. Insurance Guide
SUPERANNUATION Corporate Super OnePath Life Limited Group Salary Continuance Cover Insurance Guide 27 February 2012 Corporate Super Entity details in this Insurance Guide Name of legal entity Registered
More informationAccumulation members: Helping you understand and manage your wealth
Accumulation members: Helping you understand and manage your wealth Welcome to your new digital experience; a platform designed to make it easy for you to understand, manage, and optimise your wealth at
More informationMyOMinsure. personal lines and commercial lines business
MyOMinsure personal lines and commercial lines business one complete portal for personal lines and commercial lines business myominsure is the easy way to access your personal and commercial lines business
More informationSetting up TaxSlayer Pro Online
Setting up TaxSlayer Pro Online To set up TaxSlayer ProOnline as a Favorite in your web browser, use the following steps: 1. Open Internet Explorer, Mozilla Firefox, or Google Chrome. 2. Type https://vita.taxslayerpro.com
More informationChanging jobs? Your guide to keeping your
Changing jobs? Your guide to keeping your ANZ SUPER ADVANTAGE account ANZ Super Advantage Fund nomination form Customer Services Phone 13 38 63 Fax 02 9234 6668 Email customer@onepath.com.au Website anz.com/wealth/super
More informationTop tips for a successful organization registration
Top tips for a successful organization registration Top tips for a Successful Organization Registration What we'll discuss today: Be computer-ready Plan ahead Pick a primary contact Be consistent with
More informationSuncorp Brighter Super Personal Super and Pension. Product Disclosure Statement Issued: 5 October 2017
Suncorp Brighter Super Personal Super and Pension Product Disclosure Statement Issued: 5 October 2017 This booklet is your guide to Suncorp Brighter Super, and to superannuation generally. (We have to
More informationProfile February 2009
Profile February 2009 Like an SMSF, the Private Super Fund is a DIY super solution; it gives you freedom of investment choice but, unlike an SMSF, you don t have to shoulder the burden of compliance a
More informationCOMBO CODES USER GUIDE
COMBO CODES USER GUIDE If you have questions about information in this user guide, please contact Financial Reporting and Accounting Services. TABLE OF CONTENTS Background... 1 Create a Combo Code... 2
More informationSuncorp Everyday Super TM
TM Additional Term Deposit investment form Issued 3 December 2012 Suncorp Portfolio Services Limited (Trustee) ABN 61 063 427 958, AFSL 237905, RSE L0002059 Use this form to make an additional Term Deposit
More informationLoan Servicing Data Utility (LSDU) User Guide 10/15/2018
Loan Servicing Data Utility (LSDU) User Guide 10/15/2018 Contents Contents LSDU Overview... 3 Benefits... 3 Browser Requirements... 3 Support... 3 Logging into LSDU... 4 LSDU Navigation... 5 Search Tabs...
More informationJeffco Student Fee Payment Frequently Asked Questions
Jeffco Student Fee Payment Frequently Asked Questions How do I access the Jeffco Student Fee Payment? Parents will sign into their Jeffco Connect account to make student fee payments. If you have forgotten
More informationONEVIEW LIFE QUOTING ON EXISTING ONECARE POLICIES
INSURANCE ONEVIEW LIFE QUOTING ON EXISTING ONECARE POLICIES OneView Life allows you to decrease cover or cancel a benefit on your existing OneCare policies without the need to contact us, helping you deliver
More informationYour Wealth Management Portal
Your Wealth Management Portal As part of your Wealth Management Service, you have a personal secure electronic document vault located on a secure server and accessed exclusively through your Wealth Management
More informationHealth Care Facility (Medical/Pharma) Change of Plan. Feb, 2013 TABLE OF CONTENTS
Process Health Care Facility Change Of Plan Health Care Facility (Medical/Pharma) Change of Plan Feb, 2013 TABLE OF CONTENTS 1.0 GENERAL INFORMATION 3 1.1 SYSTEM OVERVIEW 3 1.2 AUTHORIZED USE PERMISSION
More informationAnchor. Anchor Superannuation Fund ABN Product Disclosure Statement Accumulation and Pension Products. Dated 22 December 2014
Anchor Anchor Superannuation Fund ABN 62 311 059 575 Product Disclosure Statement Accumulation and Pension Products ISSUER AND TRUSTEE Linear Asset Management Ltd ABN 11 119 757 596 AFSL 304542 RSEL L0003453
More informationThe Gale Pacific Limited Superannuation Plan with AMP gives you access to some great benefits for you and your family.
Enjoy special benefits and discounts through Gale Pacific Limited Superannuation Plan Issue date: July 2016 AMP Flexible Super Category 1 Administration Staff It s a good feeling to know you re getting
More informationBT Super for Life. Product Disclosure Statement (PDS) Contents. Dated 1 July 2014
Contents BT Super for Life Product Disclosure Statement (PDS) Dated 1 July 2014 1. About BT Super for Life 2 2. How super works 2 3. Benefits of investing with BT Super for Life 3 4. Risks of super 5 5.
More informationD'ORSOGNA SUPERANNUATION PLAN Family members. AMP Corporate Superannuation PLAN SUMMARY
D'ORSOGNA SUPERANNUATION PLAN Family members AMP Corporate Superannuation PLAN SUMMARY ISSUE: 18 JULY 2012 Important information Plan name: D'Orsogna Superannuation Plan Plan number: 9063865 About this
More informationSuperannuation Product Disclosure Statement
Contents 1. About legalsuper 2. How super works 3. Benefits of investing with legalsuper 4. Risks of super 5. How we invest your money 6. Fees and costs 7. How super is taxed 8. Insurance in your super
More informationSUPERANNUATION Changing jobs?
SUPERANNUATION Changing jobs? Your guide to keeping your account Fund Nomination Form 1 July 2016 OnePath MasterFund ABN 53 789 980 697 RSE R1001525 ABN 12 008 508 496 AFSL 238346 RSE L0000673 242 Pitt
More informationStep 3 Completing Documentation
Congratulations on deciding to take control of your superannuation. Running an SMSF can be very rewarding and is a relatively straight forward process. Step 1 Decide on your Trustee Structure Individual
More informationTransitioning to the AustralianSuper Personal Plan. for Retained & Spouse Members
Transitioning to the AustralianSuper Personal Plan for Retained & Spouse Members Important note This material is of a general nature and does not take into account your personal objectives, situation or
More informationPortfolio Transacting user guide
Macquarie Wrap Portfolio Transacting user guide What is portfolio transacting? The portfolio transacting screen provides you with a single screen on which you are able to: buy/sell managed investments
More informationMacquarie Vision Macquarie Super and Pension Further Information Guide
Macquarie Vision Macquarie Super and Pension Further Information Guide Document number MAQVSP01.0 The information contained in this Further Information Guide (FIG) is incorporated by reference into the
More informationMLC MasterKey Super & Pension Fundamentals MLC MasterKey Super & Pension How to Guide
MLC MasterKey Super & Pension Fundamentals MLC MasterKey Super & Pension How to Guide Preparation date 1 July 2018 Issued by The Trustee NULIS Nominees (Australia) Limited ABN 80 008 515 633 AFSL 236465
More informationReference guide Additional explanation of fees and costs
Reference guide Additional explanation of fees and costs Issued on 6 November 2017 The information in this guide forms part of the Product Disclosure Statement (PDS) for smartmonday DIRECT dated 6 November
More informationHow your super is invested
AUSTRALIA POST SUPER SCHEME Insight News from the Australia Post Superannuation Scheme Quarter ending December 2017 How your super is invested INSIDE THIS EDITION How your super is invested Introducing
More informationUSaver. USaver Reach. USaver SMSF. UHomeLoan. Features. 1. Save money. 2. Save time. 3. Save worry
U BANK UBank information 13.10.2017 U BANK ubank.com.au 13 30 80 Hello. We designed UBank with one thing in mind; to help you make more of your money, the easy way. Lee Hatton, CEO, UBank UBank is all
More informationAustralianSuper Select for Thomson Geer employees
AustralianSuper Select for Thomson Geer employees 26 May 2018 Issued by AustralianSuper Pty Ltd ABN 94 006 457 987 AFSL 233788 Trustee of AustralianSuper ABN 65 714 394 898 AustralianSuper MySuper Authorisation
More informationWORKING WITH THE PAYMENT CENTER
WORKING WITH THE PAYMENT CENTER SECTION 1: ACCESSING THE PAYMENT CENTER Access mystar at https://mystar.sfccmo.edu with Chrome, Firefox, Internet Explorer 10 or Internet Explorer 11. Important Note: At
More informationMERCER SPECTRUM A SIMPLE SOLUTION FOR EMPLOYERS (WITH MORE THAN 20 EMPLOYEES)
MERCER SPECTRUM A SIMPLE SOLUTION FOR EMPLOYERS (WITH MORE THAN 20 EMPLOYEES) MERCERSPECTRUM OVERVIEW This guide provides an overview of MercerSpectrum, one of our two online options used for providing
More informationFSP Prestige Plus Supplementary Information and Financial Services Guide
FSP Prestige Plus Supplementary Information and Financial Services Guide Issued 26 November 2012 Issued by Oasis Fund Management Limited ABN 38 106 045 050 AFSL 274331 as Operator of FSP Prestige Plus.
More informationHow to Take a Withdrawal
How to Take a Withdrawal Table of Contents Important Information Read This First! 2 Can I Withdraw Funds from My Account? What Should I Consider Before Taking a Withdrawal? Taking a Withdrawal 3 Step 1:
More informationImportant things to know about Choice Income
Important things to know about Choice Income Product Disclosure Statement Combined Financial Services Guide and Product Disclosure Statement 14 June 2018 Issued by AustralianSuper Pty Ltd ABN 94 006 457
More informationANZ SMART CHOICE SUPER FOR EMPLOYERS AND THEIR EMPLOYEES INSURANCE GUIDE ISSUED 17 MARCH 2018 STANDARD EMPLOYER PLANS
ANZ SMART CHOICE SUPER FOR EMPLOYERS AND THEIR EMPLOYEES INSURANCE GUIDE ISSUED 17 MARCH 2018 STANDARD EMPLOYER PLANS ANZ SMART CHOICE SUPER ENTITY DETAILS IN THIS INSURANCE GUIDE Name of legal entity
More informationCRESCENT WEALTH SUPERANNUATION FUND - ANNUAL REPORT
CRESCENT WEALTH SUPERANNUATION FUND - 2013-2014 - www.crescentwealth.com.au Dated: 30 June 2014 Issued: 10 December 2014 Issuer: CCSL Limited ABN 51 104 967 964 AFSL No: 287084 RSE L0000758 ABN of the
More informationThinking of retiring?
Thinking of retiring? For Revised Scheme members Are you an ESSSuper Revised Scheme member and you re thinking about retiring? Whether you re planning on retiring in a few years, or ready to take the plunge
More informationProduct Disclosure Statement
Product Disclosure Statement 1st June 2018 - Version 1.1 Contents 1. About Spitfire Super 2. How super works 3. Benefits of investing with Spitfire Super 4. Risk of super 5. How Spitfire invests your money
More informationAdditional information on fees and costs
Additional information on fees and costs Effective 1 December 2017 The information in this document forms part of the REST Super Product Disclosure Statement (PDS) effective 1 December 2017 and the REST
More informationFREQUENTLY ASKED QUESTIONS
PENSIONS INVESTMENTS LIFE INSURANCE FREQUENTLY ASKED QUESTIONS SELF-INVESTED FUND EXECUTION-ONLY TRADING ACCOUNT 1 Execution-Only Trading Account Frequently Asked Questions TABLE OF CONTENTS Introduction
More informationCHONG HING SECURITIES
CHONG HING SECURITIES NEW IWEB USER GUIDE Version 1.5 Table Of Contents 1. LOGIN... 4 2. LOGOUT... 5 3. NAVIGATION MENU... 7 3.1 Streaming Version... 7 3.2 Snapshot Version... 8 4. LANGUAGE... 9 5. ON
More informationSeptember Member Update. Keep your super in your sights. Insurance we ve got you covered but is it enough?
An Industry SuperFund Member Update Keep your super in your sights You can now keep track of your super account on your mobile device. It s easy- using your phone or tablet just go to the log in button
More information