Investment choice West State Super SUPE R ANNUATION Did you know you can make an investment choice via Member Online at any time? If you do this in Member Online, there is no need to complete this form. This form allows you to change your investment plan for your West State Super account. GESB does not guarantee the unit price that will be applicable to your investment switch. The unit price for your switch will be the unit price on the second business day following the transaction being processed. In some instances we may take up to five business days to process your request. After your changes to your investment plan have been processed you will be able to view the new details, including unit prices in the ‘Your transactions’ page on Member Online or by contacting your Member Services Centre on 13 43 72. Section 1 Your details GESB member number Section 2 To find out more about the features of each investment plan, read the ‘West State Super Product Information Booklet’ and the ‘Investment choice’ brochure available at www.gesb.com.au/brochures option A or B A. Mrs Growth plan My West State Super plan1 Conservative plan Cash plan Your total West State Super balance will be allocated to your chosen investment plan. Ms Other Only select Mix Your plan if you don’t wish to select one of the four Readymade investment plans. If you choose the Mix Your plan option, you will need to build your investment mix by choosing 5% multiples in one or more of the asset classes listed to total 100%. Asset class Australian Shares % International Shares % Property % Fixed Interest % Cash % Your selection must total 100% If you’re changing your Mix Your plan investment mix, you’ll cancel any automatic rebalancing election you’ve previously made. If you want GESB to automatically rebalance your new investment mix, you will need to complete Section 3. (continued over page) Given name(s) / Male Female Postal address Postcode Email address Telephone – home ( ) Telephone – work ( ) Telephone – mobile *730* 1 Previously referred to as Balanced plan. 2 Previously referred to as MY plan. ‘Mix Your’ plan2 Surname (family name) / Readymade plan OR Miss Date of birth Select ONE option from the Readymade investment plans: B. Mr Choose your investment plan (in 5% multiples) TOTAL 100% Section 3 Rebalancing (optional) If you’ve selected Mix Your plan in Section 2 (including your investment mix in 5% multiples), you can elect to automatically rebalance your Mix Your plan investment mix, to ensure the percentage held in each asset class remains the same over time. Select how often you would like this to occur: Quarterly (on the 15th of March, June, September and December) Twice a year (on the 15th of June and December) Once a year (on the 15th of June) If you choose to have automatic rebalancing, we will rebalance your investment mix on the 15th day of the month according to the option selected. You must make a new election to rebalance each time you change your Mix Your plan investment mix. Declaration and signature Section 4 • I have read the ‘West State Super Product Information Booklet’ and ‘Investment choice’ brochure and understand they serve as general information only and do not contain personal financial advice • I understand GESB will invest my super according to my choice of investment plan and is not responsible for my choice • GESB will endeavour to process my choice of investment plan(s) within five working days of this form being received by us • I understand that once my investment choice request has been accepted, it cannot be reversed. Any further investment plan changes that are lodged will only take effect once the previous request has been completed Your signature Date / x / More information • W e will send you a confirmation notice upon completion of your instructions • For more information visit gesb.com.au or call your Member Services Centre on 13 43 72 Send your completed form to: GESB PO Box J 755 Perth WA 6842 Or fax it to: Facsimile: 1800 300 067 How to contact us T Member Services Centre 13 43 72 PO Box J 755, Perth WA 6842 F 1800 300 067 Government Employees Superannuation Board ABN 43 418 292 917 W gesb.com.au GS 1161.3 04/16 ISS2 Note: GESB has a Privacy Statement to explain how it handles private information about individuals responsibly. Our Privacy Statement is available on our website or can be obtained by contacting your Member Services Centre.
© Copyright 2018 AnyForm