We know from talking to our customers that half of us find super confusing, and that many of us find things like annual statements and product disclosure statements complicated. But super is your money and helps you build your family's financial future, so it's important to know what your superannuation documents mean. Understanding the topics and terms they describe can help you make better choices for your financial future.
This is why we've made a series of short, easy-to-view videos to help demystify your annual statement and other super paperwork.
Watch a brief introduction
to the series by Vicki Doyle, our Executive General Manager of Super and Investments,
and click on the definitions in the table below for a simple explanation of each
one. Or, click here to download a glossary
of definitions.
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Topic or term
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View or read a description
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Allocated Pension
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Asset Allocation
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Beneficiary
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Concessional / Non-concessional contributions
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Condition of release
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Investment Earnings
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Investment Performance
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Investment rate of return
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Superannuation Trustee
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Switches
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Unit pricing
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Withdrawal benefit
|
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We hope the videos have given you a better understanding of your super statement.
However, if you need more information, have a chat with our Customer Service team
– just call 13 11 55 and ask for ‘Super’. They’ll be happy to help.
Tell us what you think!
If you have any comments on the videos, or would like to suggest other topics for
us to cover, please email us at
WealthSmart@suncorp.com.au
Find out more
about our Suncorp WealthSmart™ super products
Make an appointment with a Financial Planner
Important information
This information is issued by Suncorp Portfolio Services Limited ABN 61 063 427
958 AFSL No 237905 (SPSL) and is current as at 20 July 2009. It is provided as a
brief overview only and has been prepared without taking into account any person’s
objectives, financial situation or needs. Before acting on this information, all
persons should consider its appropriateness having regard to their own objectives,
financial situation and needs. Persons should obtain, read and consider the relevant
Product Disclosure Statement (PDS) before making a decision about whether to acquire
or continue to hold any product.
