Jul 02, 2017 anz smart choice super provides you with the opportunity to have a more active role in your investment decisions by choosing your own investment mix. Wherever you work, qsuper works too 548kb, pdf give this. Performance charts for anz smart choice super optimix balanced fund mmf2160 including intraday, historical and comparison charts, technical analysis and trend lines. Choice of superannuation fund legislation provides that this form, including the complying fund statement is an acceptable means of nominating. Note that three incorrect signin attempts will suspend your access for security reasons. Use this online form to become a new employersupported member or personal member of mtaa super.
All new plans and members have since been established in anzs mysuper compliant product, anz smart choice super. Use this secure website to view your account information, update your details and make changes to your super or pension. To make things easy, our experts have come up with. Morningstar provides investment research for stocks, funds, etfs, credit, and lics as well as financial data, news, and investing articles and videos. Nominating a beneficiary once you have opened your anz smart choice super and pension account, you should decide who should receive your money including any death insurance benefit, if payable in the event of your death. Pds including this aig, the anz smart choice super. Smartchoice is an internet based electronic superannuation administration and contribution processing facility provided by onepath custodians pty limited. Anz smart choice super is a suite of products consisting of anz smart choice super and pension, anz smart choice super for employers and their employees and anz smart choice super for qbe management services pty ltd and their employees together anz smart choice super. The abn number of anz smart choice super is 53 789 980 697. Choice of superannuation fund legislation provides that this form, including the.
A certified copy is a document that has been certified as a true copy of the original. Oneanswer frontier personal super oneanswer personal super entry fee, nil. Energy super is an authorised mysuper product provider product number 33 761 363 685 380. Transferring australian super to the anz kiwisaver scheme. See your super and banking together in anz internet banking and the anz app.
Super for employers and their employees and anz smart choice super for anz smart choice super for qbe management services pty ltd and their employees. Anz smart choice super and pension is issued by onepath custodians pty limited abn 12 008 508 496, afsl 238346, rse l0000673, a wholly owned subsidiary of australia and new zealand banking group limited abn 11005 357 522 anz. Office use only member number issued by australiansuper pty ltd abn 94 006 457 987 afsl 233788 trustee of australiansuper abn 65 714 394 898 use this form to request a payment from your account or close it and transfer it to another super fund. Anz smart choice super is a flexible, lowcost product. Some member forms should be completed using your online account. Anz smart choice super application for early release of benefits due to severe financial hardship page 1 of 6 retirement portfolio service fund. Early access to your super australian taxation office. Give account access to my financial adviser retirement income account pdf, 111kb.
The anz smart choice super suite of retirement 4 savings and investment. The anz smart choice super suite of retirement 4 savings and investment products 2. Anz smart choice super awarded for delivering outstanding. This information has been prepared by onepath custodians and is a brief outline of the. It is intended as a quick and easy reference source for investors. Super is a longterm investment for your future, so you need to meet certain conditions before you can access it. Before you leave, its a good idea to make sure you understand all your options and the many great benefits of being with sunsuper. Note that three incorrect signin attempts will suspend your access for security. This form must be completed in full to enable processing of your claim. Early release of superannuation benefits on grounds of.
At smartmonday, we know simple things crossed off your todo list today will make you and your super balance more resilient now, and when you retire. Anz smart choice super withdrawal form page 1 of 10 onepath masterfund fund abn 53 789 980 697, rse r1001525, sfn 2929 169 44 onepath custodians pty limited onepath custodians abn 12 008 508 496, afsl 238346, rse l0000673. Energy super is an authorised mysuper product provider. Contact your super provider to request access to your super due to temporary incapacity and to ask about insurance. Dear employer, i wish to nominate anz smart choice super as my super fund for future employer paid superannuation guarantee contributions.
Transtasman application form for whole balance transfers australia to new zealand certified copy of utility bill attached dated after the date of permanent immigration to new zealand. Performance charts for anz smart choice super international equities unhedged fund mmf2148 including intraday, historical and comparison charts, technical analysis and trend lines. Transtasman application form for whole balance transfers. This service is only available for use within australia. A super withdrawal due to temporary incapacity is taxed as a super income stream. Please attach a separate sheet if you require more room for a particular answer. Dec 05, 2019 the anz smart choice super does not come with a mysuper product, which is a lowcost and simple super solutions for employers to choose as their default funds. Use member online to withdraw a lump sum from your super savings account for citizens or permanent residents of australia or citizens of new zealand only. Frequently asked questions for anz smart choice super. Upon receipt of these requirements, we will consider your application and advise you of our decision. Find out what could be included in an anz superannuation policy. Contact your super provider to request access to your super due to temporary incapacity and to ask about insurance implications attached to your account. Anz smart choice super 1960s fe fundinfo crown rating factsheet as at.
Anz staff super offers competitive fees and performance, a range of investment choices, flexible and competitively priced insurance arrangements. Anz smart choice super and pension is issued by onepath custodians pty limited abn 12 008 508 496, afsl 238346, rse l0000673, a wholly owned subsidiary of australia and new zealand banking group. Request a partial withdrawal of your account pdf, 154kb. Read on to find out more about each situation and the criteria youll need to meet if you want to access your super. Anz smart choice super product disclosure statementemployers and their employees 1 july 2015. Visit canstar today and see how anz superannuation stacks up against other super funds. Mmf2160 quote anz smart choice super optimix balanced. Instructions please read the important information section before you complete. The product disclosure statement, insurance, investment, how your super worksother things you should know booklets and your plan fees and benefits booklet if. Combine your super into australiansuper retirement account pdf, 107kb. Anz smart choice super and pension is a retail product issued pursuant to a product disclosure statement pds. In terms of total assets, onepath masterfund run by anz ranks 150. Transferring australian super to the anz kiwisaver scheme or. Defensive assets such as cash and fixed interest provide you greater stability, and.
Anz smart choice super changing your investment mix youtube. Superannuation contributions splitting application form pdf, 74kb. Electricity supply industry superannuation qld ltd abn 30 069 634 439, afsl 336567 is the trustee for energy super abn 33 761 363 685. Younger people usually dont get too fussed about their super funds but there are plenty of reasons why they should. Benefits of investing with anz smart choice super 74. This form is to be used for rollovers and lump sum cash withdrawals by existing members in anz smart choice super. Australia and new zealand banking group limited anz abn 11 005 357 522. This form is to be used for rollovers and lump sum cash withdrawals by existing members in the following products. Complete the application form and give it to your new zealand solicitor or licensed conveyancer with the attached letter. Application for membership employee section application for membership partner section application for membership retirement section application for or to change personal or partner. Anz smart choice super changing your investment mix. The sfn number of anz smart choice super is 2929 169 44. There are no special tax rates for a super withdrawal due to temporary incapacity.
Anz smart choice super is a part of retirement portfolio service abn 61 808. Anz smart choice super is issued by onepath custodians pty limited onepath custodiansabn 12008 508 496, afsl 238346, rse l0000673, and the anz smart choice super and pension product is distributed by australia and new. All business entities in australia are required to register with the australian governent in order to receive an abn. Retirement portfolio service fund abn 61 808 189 263, rse r986. Situations where you may be able to access some of your super include. Investment choice form retirement income account pdf, 101kb. Anz smart choice super 1980s fe fundinfo crown rating factsheet as at. Defensive assets such as cash and fixed interest provide you greater stability, and growth assets such as shares and property allow you to receive the potential higher returns into retirement. For a copy of the superratings research check the anz smart choice super fees analysis pdf, 451kb or call 12 87. Anz smart choice super handbook pages 1 26 text version. Instructions please read the important information section before you complete this form. Here are the important documents for anz smart choice super employer. Pty limited onepath custodians abn 12 008 508 496 afsl 238346.
If you are rolling over to a self managed super fund smsf, and you wish your payment to be made via direct credit to an smsf bank account. If youre eligible, you can claim your super online or by lodging a paper form. Anz smart choice super provides you with the opportunity to have a more active role in your investment decisions by choosing your own investment mix. Complete, print and sign the form and return it with the withdrawal form and required documentation to the address details on page 6.
Office use only member number issued by australiansuper pty ltd abn 94 006 457 987 afsl 233788 trustee of australiansuper abn 65 714 394 898 use this form to request a payment from your. The anz smart choice super does not come with a mysuper product, which is a lowcost and simple super solutions for employers to choose as their default funds. Make a withdrawal from an income account 701kb, pdf complete this form to make a withdrawal from your income account. With special features that adjust automatically as you age, it works as a partner on the path to your independence. Anz smart choice super withdrawal form page 1 of 10 onepath masterfund fund abn 53 789 980 697, rse r1001525, sfn 2929 169 44 onepath custodians pty limited onepath custodians. As of november 20 integra super is closed to new employer plans and new members of existing plans. Here are the important documents employers need for anz smart choice super. Should you require any assistance to sign in, please contact the anz staff super helpline on 1800 000 086 8. With anz smart choice super and pension, you have the ability to give us a nonlapsing death benefit nomination. Oneanswer personal super 1 february 2020 onepath custodians pty limited onepath custodians. Integra super is issued by onepath custodians pty limited onepath custodians abn 12 008 508 496, afsl 238346. Super funds that are regulated by the australian prudential regulation authority can be identified by their. Click here to view the super clearing service product disclosure statement which.
Member details member number title mr mrs ms miss dr other surname given names. You will be eligible to transfer your withdrawal benefit from anz smart choice. This information has been prepared by onepath custodians and is a brief outline of the major features of integra super. We will only accept original certified copies which must be attached to this form and mailed to us. Please read the important information section of this form before you complete this form, which includes details of investment funds with withdrawal restrictions. Application for early release of benefits due to severe. People under 30 would probably pay better attention, for instance, if they knew their. Certified copy of drivers licence or passport including a copy of the signature page of the holder of drivers licence or passport. Anz smart choice super insurance guide standard employer plans pdf, 58kb. Retirement is not far away, so your money is balanced across defensive and growth assets. Anz smart choice super has been awarded a five star canstar outstanding value rating for the first time, following its official launch in november 2012. Use member online to withdraw a lump sum from your supersavings account for citizens or permanent residents of australia or citizens of new zealand only. Anz smart choice super international equities unhedged. Mercer super trust documents mercer financial services.
375 874 119 21 844 100 1495 1228 1455 988 655 94 1092 1031 1417 436 197 954 103 1149 493 139 885 958 374 628 886 1022 176 341