Financial Planning Super Fund Information Request Form

Regular price $5.00

Product Description


In order to receive the necessary information to research a client's existing superannuation fund and ensure that there are no hidden charges or exit fees, this form is a must. Has checkboxes and data points for selecting whether the fund is an accumulation fund, pension fund, defined benefit, industry fund, retail or wholesale fund. Also has the ability to collect information on your financial planning client's super balance, tax status, contributions, fees, minimum account balance, investment options, binding nominations and insurance cover.