Financial Planning Forms:

GPS Wealth   – First Appointment

Here is a list of documents you can bring to your first appointment at Mayhill Financial Group
If you cannot bring all the documents to the first meeting, the Snapshot Client Data Form can assist you in listing details of your financial position as it is today.

Use the following form to allow Mayhill Financial Group to obtain current information on your investments and supers on your behalf.

 

Assemble Forms

Assemble SuperWrap PDS

Assemble SuperWrap – Pension Payment Amendment Form

Assemble SuperWrap – Nomination of Beneficiary Form

Assemble SuperWrap & Pension – Withdrawal Form

Assemble Wrap & SuperWrap – Managed Fund Transaction Form

 

OnePath Forms

Personal Super:

OnePath OneAnswer Personal Super and Pension PDS

OnePath OneAnswer ANZ Term Deposit Break Form

OnePath OneAnswer Nomination of Beneficiary Form

OnePath OneAnswer Peronal Super Additional Investment Form

OnePath OneAnswer Personal Super Switch Request Form

OnePath OneAnswer Personal Super & Pension  Withdrawal Form

 Pension:

OnePath OneAnswer Personal Super and Pension PDS

OnePath OneAnswer ANZ Term Deposit Break Form

OnePath neAnswer Pension – Pension Payment Update Form

OnePath OneAnswer Nomination of Beneficiary Form

OnePath OneAnswer Pension – Switch Form

OnePath OneAnswer Personal Super  & Pension Withdrawal Form

Investment:

OnePath OneAnswer Investment Portfolio PDS

OnePath OneAnswer Investment Portfolio – Additional Investvest Form

OnePath OneAnswer ANZ Term Deposit Break Form

OnePath OneAnswer Investment Portfolio – Withdrawal Form

OnePath OneAnswer Investment Portfolio – Switch Request Form

 

Centrelink Forms

This form gives authorisation to a person or organisation to act or enquire on your behalf.

Other Forms