Hostplus letter of compliance

How to apply for letter of compliance? To whom it may concern. For more information on what these details describe, please scroll down for a more detailed description. Find information, download fact sheets, forms and brochures for super, pension and more with Hostpl.

Please use BLOCK letters in black or blue pen. Print X to mark boxes. Compliance statement. Investment Choice Form - BUSSQ Premium Choice or Change Online.

ABN stands for Australian Business Number. All business entities in Australia are required to register with the Australian governent in order to receive an ABN. General superannuation information. Your-story-begins pdf, 4kB. Letter - of-compliance pdf, kB.

The Hostplus Product Disclosure Statement (PDS) contains all of the information you need to get the most from your super. The nine sections provide full details about all our products and services and are designed to accompany the Product Disclosure Statement (PDS). Attach a letter from your fund’s trustee confirming that: The fund or retirement savings account is compliant with Australian super legislation The fund is willing to accept superannuation guarantee payments from your employer. LGIAsuper member to transfer. It also looks like most supply a form letter and you can just fill in the details.

Personal Plan - Insurance Guide for members transferring from an employer-sponsored plan to the Plum Personal Plan. This guide gives you information about the insurance available through your super. Superannuation compliance letter.

Salary sacrifice Voluntary contributions. While Hostplus did not breach any laws, counsel assisting found it may have fallen below community standards with its strategies to keep inactive and low-balance accounts in the fun including letters it sent to inactive low-balance members that may have given a false impression the members would lose their superannuation balance to the Australian Taxation Office. You may rollover part of your account balance from Hostplus to another complying super fund if the amount you transfer does not reduce your Hostplus account balance to less than $000.

Rolling over your benefit may have an impact on your insurance cover, as continuation is subject to maintaining sufficient funds to meet insurance premiums. You should ensure you satisfy yourself that you are meeting your obligations (including Choice of Fund obligations) under SG legislation. This letter states that your BT superannuation fund complies with applicable law. Nomination of Beneficiaries-Use this form to nominate who you would like to receive your superannuation benefits in the event of your death. Provide this letter to your employer with your Choice of super fund request form.

Read the Insurance handbook (PDF mb) to make sure you have all the details. HostPlus is also a shareholder of the ultimate holding company for IFS, ASIC highlights. Thelinksare indicatedwith the symbol. Mr Elia said that as well as now having the opportunity to access several of Hostplus ’ market-leading and otherwise hard-to-access fund managers and assets, SMSF investors would also benefit from reduced administrative, compliance and reporting responsibilities as well as accessing Hostplus ’ cost competitiveness, scale, expertise and the experience of Hostplus ’ world-class investment. According to the ATO “an SMSF that holds a notice of compliance that is till in effect is eligible for concessional tax treatment for income tax purposes in relation to a year of income.

Reference Guide: This guide forms part of the PDS. The form also includes the statement of compliance.