Super and Pension Manager II Application form
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Declaration and signature
Before you sign this application, Macquarie Investment
Management Limited (the Trustee), or your adviser, is
obliged to give you the current Macquarie Super and
Pension ManagerII(Super and Pension Manager II) Product
Disclosure Statement (PDS) dated 23 November 2019.
This document should be read in conjunction with the
Macquarie Superannuation Technical Information Booklet
(TIB) (available from macquarie.com.au/supertech) and
Superannuation Investment Menu (available at macquarie.
com.au/supermenu) which together form the PDS, and any
supplementary PDSs before applying for a Super and Pension
Manager II account. The PDS will help you to understand the
product and decide if it is appropriate for your needs. You
must also consider each PDS and other disclosure documents
for an investment option prior to placing your investment and
any insurance PDS when applying for insurance through your
account. This application form must not be used unless it was
attached to or accompanying the PDS. The PDS is issued
by Macquarie Investment Management Limited (MIML, the
Trustee) ABN 66 002 867 003 AFSL 237492 RSELL0001281.
Please note the Trustee has complete discretion whether or
not to accept your application.
By signing below:
You confirm:
a) that this application was signed in Australia
b) that you have personally received the PDS before or
at the same time as you received the application form.
You have read and understood the current PDS and any
supplementary PDSs
c) that you understand that the PDS has been prepared
without taking into account your objectives, financial situation
or needs and you should consider the appropriateness of
the information in the PDS before acting on the information
d) that you have appointed an adviser and received advice
from them in relation to your application
e) that you consent to the Trustee supplying information about
your portfolio to the adviser named in this application, the
adviser’s licensee and any authorised staff of the licensee
f) that all information provided by you and your adviser in
connection with this application is complete, true and
correct and you understand that the Trustee is relying on
the information in connection with carrying out its various
duties and functions
g) that you have read and understood and consent to the
conditions of the tax file number collection, personal
information consents and the telephone recording policy in
the PDS
h) that you will provide the Trustee with all necessary
information under the Anti-Money Laundering and
Counter-Terrorism Financing Act 2006 (Cth) rules and
other subordinate instruments
i) that you are eligible to be a member of Super and
PensionManager II
j) if submitting contributions, that you are eligible to
contribute based on the eligibility criteria outlined in
the Contributing intosuperannuation section of the TIB
(available at macquarie.com.au/supertech), or advice
received from your adviser
k) that any additional action that requires something to be
done by you (eg arranging for rollover amounts to be paid to
the Trustee), you will complete the required action as soon
as possible or as otherwise agreed with the Trustee
l) that you have read and understood the Privacy Statement
contained within the PDS and consent to the collection,
use and disclosure of your personal information in
accordance with the Privacy Statement (as amended or
replaced from time to time), and
m) that if you have selected to open a death benefit pension,
you are rolling over a death benefit and you are eligible to
receive a death benefit income stream. You acknowledge
you cannot combine these benefits with any of your
existing member benefits.
You agree:
a) to be bound by the terms and conditions disclosed in
the Super and Pension Manager II PDS, any document
incorporated into the PDS by reference and any
supplementary PDS
b) to be bound by the trust deed and rules of the Macquarie
Superannuation Plan
c) that the Trustee can notify you of a change to the Investment
Menu by updating the Superannuation Investment Menu
available at macquarie.com.au/supermenu, and
d) that if you take out insurance through your Super account,
we are required to cancel your insurance on and after
1April2020 if you have an account balance which is less
than $6,000 and on or after 1 November 2019 you have
not had an account balance equal to or greater than $6,000
and you have not elected to maintain insurance even if your
account balance is less than $6,000. You acknowledge
that you can maintain your insurance even if your account
balance is less than $6,000 by making this election as part
of your insurance application with the insurer.
You acknowledge:
a) and confirm that you have received, read and understood
the offer documents for each of the investments and
insurance you have selected and understand that you may
not have the most up-to-date information and you may
not be aware of all material changes about an investment
when you make additional investments
b) that if you have selected an illiquid investment or where
you have selected an investment which becomes illiquid,
you understand that the nature of such an investment
may mean that should you, at a future time, request that
the illiquid part or all of your portfolio be rolled over or
transferred, your request may not be able to be processed
within the standard 30 day period
c) that any rollover requests detailed in your application
will be initiated when your application is submitted and
that you are solely responsible in relation to your other
superannuation fund for the payment of any fees and costs
on exit, withdrawal fees or other charges and notifying
your employer of any changes to the superannuation fund
where employer contributions are to be paid
d) that when a rollover request is effected, your existing
insurance arrangements may cease and you may not
get the same type of insurance cover through Super and
Pension Manager II
e) that if you do not provide the Trustee with information as
requested, or there is a delay in providing the Trustee with
this information, you understand that the Trustee may not be
able to open your account. You understand the Trustee is not
liable for any loss incurred by you as a result of any action of
the Trustee which either delays the account being opened or
results in this application being declined, when these actions
are necessary for the Trustee to process your application