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Portfoliofocus - Premium - MLC

Portfoliofocus - Premium - MLC

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Super Choice –Fund Nomination Form<strong>Portfoliofocus</strong> – <strong>Premium</strong> Retirement ServiceThis form can be used instead of completing Section A of the “Choosing a super fund – Standard choice form” which you may havereceived from your employer.Some employees may not be able to choose their own superannuation fund. Please speak to your employer or visit ato.gov.aufor more information.If you or your employer have any questions please contact <strong>Portfoliofocus</strong> – <strong>Premium</strong> on 1300 769 6131. Chosen fund detailsFund name<strong>Portfoliofocus</strong> – <strong>Premium</strong> Retirement ServiceFund address GPO Box 1274, Melbourne, VIC 3001Investor account numberAccount nameFund Australian Business Number (ABN) 40 022 701 955Super Product Identification Number (SPIN) NUL0095AU <strong>Portfoliofocus</strong> – <strong>Premium</strong> Retirement Service – Superannuation ServiceFund phone number 1300 769 6132. Chosen fund payment methodsYour employer can choose one of the following payment methods to pay super contributions to <strong>Portfoliofocus</strong> – <strong>Premium</strong> on your behalf.orChequeorDirect DebitorEFT – ElectronicFunds TransferBPAY ® is the preferred payment method for fast allocation of contributions. To make contributions to the<strong>Portfoliofocus</strong> – <strong>Premium</strong> Retirement Service via BPAY, please follow the instructions below:1. enter Biller code ‘514497’2. enter your Customer Reference Number, which is + • Contribution code is determined by the contribution type (see below table)Contribution typeContribution codeEmployer: Superannuation Guarantee / Salary Sacrifice / Employer Additional 11Personal non-concessional 13Spouse 15• <strong>Portfoliofocus</strong> – <strong>Premium</strong> BPAY Reference Number can be found on your account statement or bycontacting Client Services on 1300 769 613.Please state the type of contribution for each payment and provide information that identifies the recipientaccount including fund name, membership number and name (as shown in section 1).Payable to: <strong>Portfoliofocus</strong> – <strong>Premium</strong> Retirement ServiceSend cheques to: <strong>Portfoliofocus</strong> – <strong>Premium</strong> Retirement Service, GPO Box 1274, Melbourne, VIC 3001Please contact Client Services on 1300 769 613 to set up a direct debit arrangement.To use the EFT service, you will need to register at investinfo.com.au/portfoliofocus3. I request that all future employer Superannuation Guarantee (SG) contributions are to be made to thefund specified above in section 1:Employer nameEmployee nameEmployee no.(If applicable)Date / /Signature4. Give this form to your employer. Do not send this form to <strong>Portfoliofocus</strong> – <strong>Premium</strong>.EMPLOYER USE ONLY: Date accepted: / / Date processed: / /® Registered to BPAY Pty Ltd ABN 69 079 137 518


Choice of superannuation fundIf you would like to choose <strong>Portfoliofocus</strong> – <strong>Premium</strong> Retirement Service (a fund constituted under the <strong>MLC</strong> Master Plan Trust)(‘the fund’) as your fund for superannuation guarantee contributions, then give your employer this letter and the “Super Choice –Fund Nomination Form” (overleaf) which has the information they need which includes:• details of your chosen fund• confirmation that the fund is a complying fund• confirmation that the fund accepts employer contributions• details about how your employer can make contributions to the fundPlease be aware that some employees may not be able to choose their own superannuation fund. Please speak to your employeror visit ato.gov.au for more information.Complying fund statement<strong>Portfoliofocus</strong> – <strong>Premium</strong> Retirement Service is a resident regulated superannuation fund within the meaning of the SuperannuationIndustry (Supervision) Act 1993 and is administered as a complying fund. The trustee of the fund has not received a written noticedirecting the trustee not to accept any contributions made to the fund by an employer-sponsor.Contribution acceptance sectionThe fund is able to accept all superannuation contributions from eligible employees, including superannuation guaranteecontributions from any employer on your behalf.Please call Client Services on 1300 769 613 if you have any questions.Yours sincerelyBrian MarriottChief Operating OfficerNULIS Nominees (Australia) LimitedAP_PF116F_1010Trustee: NULIS Nominees (Australia) Limited ABN 80 008 515 633 AFSL 236465Administrator: Navigator Australia Limited ABN 45 006 302 987 AFSL 236 466Fund: <strong>MLC</strong> Superannuation Fund ABN 40 022 701 955GPO Box 1274 Melbourne VIC 3001Telephone: 1300 769 613 • Facsimile: 03 9869 1595

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