Investment Nomination Form - MMP
This form is to be used when you want to change or update the way that your superannuation account is invested. This form
can only be used by members of the Millennium Master Plan Division of Emplus Super.
1. YOUR PERSONAL DETAILS
Full Name:
Address:
Date Of Birth:
Member Number:
Home Phone:
Mobile Phone:
Email Address:
2. YOUR INSTRUCTIONS
I request that my superannuation account be invested as follows:
I want the money currently in my
account to now be invested like this
(leave blank if no change)
Emplus Investment Options
I want my future deposits into the
Fund to be invested like this
Diversified Options
Emplus MySuper
%
%
m+ LifeStages
%
%
m+ High Growth
%
%
m+ Growth
%
%
m+ Balanced
%
%
m+ Moderate
%
%
m+ Conservative
%
%
Barkat Growth
%
%
Barkat Balanced
%
%
Barkat Capital Stable
%
%
m+ Global Shares
%
%
m+ Global Smaller Companies Shares
%
%
m+ International Equities – Growth
%
%
m+ International Equities – Thematic
%
%
m+ International Equities – Index (Hedged)
%
%
m+ International Equities – Index (Unhedged)
%
%
m+ International Equities – Emerging Markets
%
%
m+ International Equities – Long Short
%
%
m+ Australian Shares
%
%
m+ Australian Equities – Growth
%
%
m+ Australian Equities – Value
%
%
m+ Australian Equities – Index
%
%
m+ Australian Equities – Small Companies
%
%
m+ Global Shares
%
%
m+ Australian Property Securities
%
%
m+ Diversified Fixed Income
%
%
m+ Australian Fixed Interest
%
%
m+ Enhanced Cash
%
%
m+ Cash
%
%
SUB-TOTAL (Page 1)
%
%
Sector Options
P
PO Box 3528, Tingalpa DC QLD 4173 |
T
1800 336 911 |
F
07 3899 7299 |
E
[email protected] |
W
www.emplus.com.au
Emplus ABN 18 838 658 991 RSE Registration Number R1067880
Issued by the trustee: Equity Trustees Limited ABN 46 004 031 298 AFS Licence No 240975 RSE Licence No L0003094
PAGE 1 of 2
I want the money currently in my
account to now be invested like this
(leave blank if no change)
Millennium Master Plan Investment Options
I want my future deposits into the
Fund to be invested like this
Diversified Options
M3 Growth Strategy Pool
%
%
M3 Balanced Strategy Pool
%
%
M3 Conservative Strategy Pool
%
%
Colonial First State Wholesale Diversified Fund
%
%
OnePath Wholesale Managed Growth Trust
%
%
Blackrock Wholesale Balanced Fund
%
%
OnePath Wholesale Capital Stable Trust
%
%
Colonial First State Wholesale Conservative Fund
%
%
M3 Australian Smaller Companies Strategy Pool
%
%
M3 Cash Strategy Pool
%
%
BT Wholesale International Shares Fund
%
%
MFS Global Equity Trust
%
%
AMP Capital Equity Fund - Class A Units
%
%
Alphinity Wholesale Socially Responsible Share Fund
%
%
SG Hiscock Wholesale Property Securities Fund
%
%
SUB-TOTAL (Page 2)
%
%
%
%
100%
100%
Sector Options
PLUS
SUB-TOTAL (Page 1)
TOTAL - Must equal 100%
3. MEMBER DECLARATION
Full Name:
1.
2.
3.
4.
This authority replaces all previous investment option authorities.
I authorise the Trustee to change my investment options in accordance with this authority.
I have received, read and understand the current Product Disclosure Statement for Emplus.
I acknowledge that the Trustee, Promoter or Adviser can provide me with the Underlying Investment Fund PDS via the website
www.Emplus.com.au and I agree to receive the Underlying Investment Fund PDS by obtaining it from the website.
5. I have received (either via the website or from the Trustee, Promoter or Adviser), read and understand the Underlying Investment
Fund PDS and acknowledge that I may not always have the most current Underlying Investment Fund PDS or updated product
disclosures relating to the Underlying Investment Fund at the time additional investments in the Underlying Investment Fund are
made for me or an investment switch is made at my request.
6. I acknowledge that the Trustee will invest my superannuation in accordance with my directions set out in this Investment Nomination
Form although it reserves the right not to do so where necessary or appropriate.
7. I understand that investments may rise or fall and I acknowledge that the Trustee, the Administrator, and Promoter and any of their
associated or related entities do not guarantee the return of capital or the performance of Emplus.
8. I understand that past investment returns are not indicative of future performance of the investment option selected.
9. I understand that neither the Trustee nor the Manager are responsible for the investment selection made by me.
10. I understand that this investment nomination is not effective until processed by the Fund Administrator.
11. I understand that this investment nomination can not be altered within 30 days.
Member’s
Signature:
Date:
/
/
We are committed to respecting the privacy of the personal information you give us. Our formal Privacy Statement sets out how we do this. If you would like
a copy of Emplus Super’s Privacy Statement, please let us know. We have published our Privacy Statement on our website at www.Emplus.com.au
IMPORTANT INFORMATION
Your investment instructions will not be processed unless both pages of this Investment Nomination Form are provided to the
Administrator.
P
PO Box 3528, Tingalpa DC QLD 4173 |
T
1800 336 911 |
F
07 3899 7299 |
E
[email protected] |
W
www.emplus.com.au
Emplus ABN 18 838 658 991 RSE Registration Number R1067880
Issued by the trustee: Equity Trustees Limited ABN 46 004 031 298 AFS Licence No 240975 RSE Licence No L0003094
PAGE 2 of 2