1a.
Name of the Trust (Superannuation Fund):
1b.
Name and Address of Employer(s) contributing to the Trust:
1c.
Nature of Business of Employer:
1d.
Commencement Date of the Trust:
2a.
Is the Trust:
If 'Others' , please provide details:
2b.
Are any assets of the Trust invested in any one entity equal to 5% or more of the Total Assets of the Trust?
If 'Yes' , please provide additional information:
2c.
Has the Trust received notice of non-compliance with relevant legislation?
If 'Yes' , please provide additional information:
3.
Please provide information for the latest two years as follows
4a.
Please provide the name of the actuary of the Trust:
4b.
When was the last actuarial valuation of the Fund?
4c.
Are the Trust’s Funds considered adequate to meet future obligations of the Trust?
If 'No' , please provide additional information:
5a.
Please provide the name(s) of the investment manager(s) of the Trust:
5b (i).
Does the Trust have a current investment strategy which complies with Section 52(2)(f) of the SIS Act?
If 'No' , please provide additional information:
5b (ii).
Is the strategy reviewed and updated regularly?
If answer is yes , at what intervals is the strategy reviewed and updated? If No , please provide additional information:
5c.
Are all investments made in accordance with an Investment Strategy formulated in accordance with Section 52 (2) (f) of SIS Act?
If 'No' , please provide additional information:
5d.
Does the investment Manager manage all investments of the Trust?
If 'No' , please provide additional information including how investments are managed as well as qualifications and experience of persons handling the investments.
6.
Please provide the name(s) of the following service providers:
a.
Administrator:
b.
Superannuation Consultant:
c.
Solicitor:
7a.
Have any of the Trustees ever been refused this type of Insurance or had similar insurance cancelled or declined to renew or imposed special terms?
If 'Yes' , please provide details:
7b.
If an insurance similar to that now proposed had been or were in effect would any claim which had been made or which is now pending against any Trustee proposed for insurance have fallen within the scope of such insurance?
If 'Yes' , please provide details:
7c.
Have there been any claims made or claims circumstances that have not been reported to Greater National Group?
If 'Yes' , please provide details:
8a.
Limit of Liability required:
8b.
If currently insured, details of existing insurer, indemnity limit and period of insurance:
9.
For the purpose of computing the Stamp Duty of the insurance, please provide us with a breakdown of numbers of employees of the Trust applicable to each State, Territory and Overseas:
10.
Documents to be attached to the proposal form.
Please email /fax/mail the following
documentation in support of your application:
Latest annual financial statement/report distributed to members.
Latest financial statements of Sponsoring Employer(s).
Latest ISC Return Form.