Summary:
Below are a range of handy forms you may need when administering your Suncorp WealthSmart Business Super.
| Authorised representative form | Use this form to appoint another person or entity with the legal capacity as your authorised representative. |
| Bulk member transfer authority | Use this form when transferring a number of employees from another employer super fund to your Suncorp WealthSmart plan. |
| Change of adviser form | Use this form to change theyour adviser on your Suncorp WealthSmart plan. |
| Change of details form | Use this form to change your business details. |
| Choice contribution remittance advice | Use this form to advise us of each contribution remitted for your employees who have exercised choice of fund |
| Contribution remittance advice | Use this form to advise us of each contribution remitted for your employees. |
| Deposit slips | Use to form when making contributions at a Suncorp branch. |
| Direct Debit Request form | Use this form to setup a direct debit against your nominated bank account. |
| Employee details form | Use this form to provide us with the details of your employees, so that they may have accounts set up under your plan. |
| Letter of compliance | This letter confirms that your Suncorp fund is a complying superannuation fund. |
| Standard choice form | Give this form to new employees and employees who wish to exercise choice of fund. |
| Takeover of insurance form | Use this form to transfer your existing insurance arrangements into Suncorp WealthSmart. |
If you're not sure what form you need, give us a call on 13 11 75 and ask for 'Super'.
Please send the completed form to:
Suncorp WealthSmart
GPO Box 2585
Brisbane QLD 4001
Or fax to: (07) 3002 3259
