investment choice form - mediasuper.com.au · investment choice form step 3 – sign the form by...

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STEP 1 - Your personal details Mr/Mrs/Ms/Miss/Dr *Gender *Date of birth Male Female / / *Surname *Given names *Postal address *State *Postcode Daytime telephone Mobile number ( ) Email address PROVIDING YOUR EMAIL ADDRESS Having your email address means we can keep you up-to-date with information through our e-newsletter. Note: If the information requested is not provided, we may not be able to process your request. MSUP 54222 Please complete this form in BLACK PEN and CAPITAL LETTERS. Your Member No. ABOUT THIS FORM Complete this form to: > Make your initial investment choice > Change your investment choice – do it online at mediasuper.com.au You can change how your super is invested with Media Super at any time. Simply choose the investment options available to you as shown in the Member Guide Product Disclosure Statement (PDS) or other associated reference material. If you nominate invalid investment options or if you provide any information that is incomplete or unclear in the opinion of the Trustee, your request will not be actioned. You will be advised if this is the case. If you’re unsure of your decisions, we recommend that you see a licensed or appropriately authorised financial adviser. Please refer to the PDS, or other documentation provided, for details about the investment choices and options available. Don’t want to fill out a form? Login to your Media Super account at mediasuper.com.au to change your investment option online. It’s a simple process, and no annoying forms to fill out. IF YOU NEED HELP For assistance call our Super Helpline on 1800 640 886. Please complete all sections of this form as applicable, sign at Step 3, and return the completed form to Media Super, GPO Box 4303, Melbourne VIC 3001. THIS FORM WILL BE INVALID IF UNSIGNED OR UNDATED. *Denotes a mandatory field. If you do not complete all of the mandatory fields, there may be a delay in processing your request. Issued October 2018 by Media Super Limited ABN 30 059 502 948 AFSL 230254 as Trustee for Media Super ABN 42 574 421 650 USI 42574421650001. Investment choice form *SA010.300661* Once completed, please send this entire document to: Media Super, GPO Box 4303, Melbourne VIC 3001

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Page 1: Investment choice form - mediasuper.com.au · Investment choice form Step 3 – Sign the form by signing this Investment Choice form, i understand that: > the investment choice I

Step 1 - Your personal details

Mr/Mrs/Ms/Miss/Dr *Gender *Date of birth

Male Female / /*Surname

*Given names

*Postal address

*State *Postcode

Daytime telephone Mobile number

( ) Email address

Providing your email address Having your email address means we can keep you up-to-date with information through our e-newsletter.

note: If the information requested is not provided, we may not be able to process your request.

MSU

P 5

422

2

please complete this form in black pen and capital letterS. Your Member No.

about this formComplete this form to:

> Make your initial investment choice

> Change your investment choice – do it online at mediasuper.com.au

You can change how your super is invested with Media Super at any time. Simply choose the investment options available to you as shown in the Member Guide Product Disclosure Statement (PDS) or other associated reference material.

If you nominate invalid investment options or if you provide any information that is incomplete or unclear in the opinion of the Trustee, your request will not be actioned. You will be advised if this is the case.

If you’re unsure of your decisions, we recommend that you see a licensed or appropriately authorised financial adviser. Please refer to the PDS, or other documentation provided, for details about the investment choices and options available.

Don’t want to fill out a form?Login to your Media Super account at mediasuper.com.au to change your investment option online.

It’s a simple process, and no annoying forms to fill out.

if you need helPFor assistance call our Super Helpline on 1800 640 886.

Please complete all sections of this form as applicable, sign at step 3, and return the completed form to media super, gPo box 4303, melbourne viC 3001.

this form will be invalid if unsigned or undated.

*Denotes a mandatory field. If you do not complete all of the mandatory fields, there may be a delay in processing your request.

Issued October 2018 by Media Super Limited ABN 30 059 502 948 AFSL 230254 as Trustee for media super abn 42 574 421 650 usi 42574421650001.

Investment choice form

*SA010.300661*once completed, please send this entire document to: media super, gPo box 4303, melbourne viC 3001

Page 2: Investment choice form - mediasuper.com.au · Investment choice form Step 3 – Sign the form by signing this Investment Choice form, i understand that: > the investment choice I

Step 2 – choose your investment options

take control of how your super is investedYou can choose one investment option or any combination of the range of options available, including managing some of your own investments with our Direct Investment option. If you don’t make a selection, you’ll automatically be invested in the default investment option, which is our Balanced (MySuper) option.

to make a choice

Pre-mixed, single asset Class and lifecycle options direct investment option

Please complete the table below to make your investment choice. For your current balance choose either ‘% to be invested’ or ‘$ to be invested’ only – not both. If you choose both % and $, this form will not be processed and you will be required to complete a new form.

Please also ensure that the total adds up to 100% or the total value of your account otherwise this form will not be processed and you’ll be required to complete a new form.

note for new members: If your Investment choice form is not submitted with your Member application form, you will be invested in the Balanced (MySuper) option in the first instance until your Investment choice form has been processed.

Access to the Direct Investment option is available through your Media Super online account. how to login:1. Visit mediasuper.com.au. 2. Click the Login button at the top right of the screen, and

select ‘Member’.3. Select ‘Super members’, and enter your Member Number

and PIN.Forgotten your PIN? Don’t worry. You can reset it online or request a new one from our Super Helpline on 1800 640 886.note for new members: Once your membership application has been processed you will be issued a welcome pack containing your member number. At this point you can log into your online account and select the Direct Investment option. You will be invested in the Balanced (MySuper) option in the first instance until you make the selection to Direct Investment.

investment option

for my current balance

for my future contributions and transfers

% to be invested $ to be invested % to be invested

Pre-mixed – offers a mix of asset classes to provide different risk/return profiles

Balanced (MySuper) % OR $ %

High Growth % OR $ %

Growth % OR $ %

Moderate Growth % OR $ %

Stable % OR $ %

Income Plus % OR $ %

single asset – investment in a single specific asset class only

Australian Shares % OR $ %

Passive Australian Shares % OR $ %

Australian Small Companies % OR $ %

Diversified Shares % OR $ %

Overseas Shares % OR $ %

Passive International Shares % OR $ %

Hedged International Shares % OR $ %

Emerging Markets Shares % OR $ %

Sustainable Future Shares % OR $ %

Property % OR $ %

Global Listed Property % OR $ %

Global Listed Infrastructure % OR $ %

Investment choice form

*SA010.300661*

continued overleaf.

once completed, please send this entire document to: media super, gPo box 4303, melbourne viC 3001

Page 3: Investment choice form - mediasuper.com.au · Investment choice form Step 3 – Sign the form by signing this Investment Choice form, i understand that: > the investment choice I

Investment choice form

Step 3 – Sign the form

by signing this Investment Choice form, i understand that:

> the investment choice I have requested will usually be processed on the Wednesday following the week it is received, as described in the Member Guide Product Disclosure Statement and other associated reference material;

> the investment choice requested will apply until further notice from me;

> the Trustee’s administrator will not action my request if the information I’ve provided is incomplete or unclear;

> a switching fee will be deducted from my account if I have chosen to vary the investment options for my current balance. The switching fee is waived for new members (within their first 30 days) and for changes which only affect future contributions and transfers;

> and accept that the illustrations of risk and return shown in the PDS are based on assumptions which may or may not be borne out in practice;

> investment returns are not guaranteed, and can be positive or negative;

> and acknowledge that, if I need assistance in relation to my investment choice, I should seek advice from a licensed financial adviser;

> and acknowledge that I have read and understood the Member Guide Product Disclosure Statement and other associated reference materials.

And in relation to my privacy, I acknowledge that I understand:

> Media Super collects personal information, including sensitive information such as health information, in order to: process applications for, and facilitate the provision of, its superannuation fund products and services; establish and maintain insurance cover; assess and process claims; and comply with its statutory obligations. Media Super may also collect non-sensitive personal information in order to send information about other products or services which may be of interest to me;

> this information may be disclosed to third parties who assist Media Super in providing its products and services, including the Fund’s administrator, Mercer Outsourcing (Australia) Pty Ltd (Mercer), insurers, mail houses, professional advisers, other super funds and financial institutions to which a benefit may be paid. Some of these service providers may be located overseas, in countries including the UK, USA, New Zealand, Bermuda, Singapore or India;

> for further details including how to access or correct my personal information, or how to make a complaint about the way Media Super deals with my information, I can refer to Media Super’s Privacy Policy which is available at mediasuper.com.au/privacy-policy or by phoning 1800 640 886;

> and consent to my information being collected, disclosed and used in the manner set out in this form; and

> from time to time, Media Super may send its members communication material about products and services available to Media Super members. I understand that I may opt out from those communications in accordance with the Privacy Policy.

Member signature Date

x / /

*SA010.300661*

investment option

for my current balance

for my future contributions and transfers

% to be invested $ to be invested % to be invested

Unlisted Infrastructure % OR $ %

Fixed Interest % OR $ %

Cash % OR $ %

lifecycle – offers a ‘whole-of-life’ approach to investing

SmartPath % OR $ %

total 1 0 0 % OR $ 1 0 0 %

Step 2 – choose your investment options

once completed, please send this entire document to: media super, gPo box 4303, melbourne viC 3001