Gold Coast Financial Planning – Important Forms

Flexible Lifetime Investments

1. Changing your bank account details
2. Flexible Lifetime Investment withdrawal form
3. Flexible Lifetime Investment switch form
    

Flexible Lifetime Super

1. Change of details
2. Consolidate your super into your Flexible Lifetime Super
3. Death Benefit Nomination
4. Direct Debit request 
5. Changing your investment option
    

CustomSuper

1. Consolidate your super into your CustomSuper
2. Death Benefit Nomination
    

Insurance

1. Do I need Death and TPD cover?
2. Do I need Income Protection?
3. Do I need Trauma Cover?
    

Miscellaneous

1. Change of details
2. Death Benefit Nomination
3. Know Your Customer Information - Company
4. Know Your Customer Information - Other Organisation
5. Know Your Customer Information - Trust
6. Know Your Customer Information - Personal / Sole Trader
7. Non-smoker statement
8. Tax File number notification