Letter of compliance - Financial Planning Hub

Letter of compliance
To be attached to your standard choice form
Letter of Compliance – Wealth Personal Superannuation and Pension Fund
Product name: North Personal Superannuation and Pension Plan
Australian Business Number (ABN) 92 381 911 598
Superannuation Product Identification Number (SPIN) NMS0001AU
Unique Superannuation Identifier (USI) Super: 92381911598002 Pension: 92381911598001
To whom it may concern
Re: Statement of Compliance – Superannuation Industry (Supervision) Act 1993 (SIS Act)
As the Trustee of the above superannuation fund (‘the Fund’), we are pleased to certify that:
1. The Fund is a Resident Regulated Superannuation Fund under the SIS Act.
2. The Trustee of the Fund has no reason to believe that the Fund will not comply with the SIS Act and Regulations.
3. As at this date, the Fund is not subject to any direction under Section 63 of the SIS Act.
4. We accept all types of contributions, rollovers or transfers allowed by legislation including:
–– personal contributions
–– spouse contributions
–– government co-contributions
–– employer compulsory contributions (Superannuation Guarantee)
–– additional regular employer contributions (including Award)
–– salary sacrifice (before tax) contributions
–– special employer contributions
5. We can accept payments into the Fund in the following ways:
–– Electronic funds transfer (EFT)
1. Log onto your online banking
2. Enter account name (Members first name & surname)
3. Enter BSB number 033 806
4. Enter bank account number – this is the 8 digit North Account number (note: do not include the Y) plus the
following number:
1 for member non-concessional
3 for spouse contributions
4 employer compulsory (Superannuation Guarantee)
5 for employer contributions (including Award)
6 for salary sacrifice contributions
Correspondence GPO Box 2915, MELBOURNE VIC 3001
Telephone 1800 667 841 Email [email protected]
Fund: Wealth Personal Superannuation and Pension Fund
Trustee: N.M. Superannuation Proprietary Limited ABN 31 008 428 322 AFS Licence No. 234654
northonline.com.au
–– Bpay®
1. Log onto your online banking
2. Enter Bpay biller code – 38778
3. Enter Bpay reference number – this is the 8 digit North account number (note: do not include the Y) plus the
following number:
1 for member non-concessional
3 for spouse contributions
4 employer compulsory (Superannuation Guarantee)
5 for employer contributions (including Award)
6 for salary sacrifice contributions
–– Cheque. These should be attached to a deposit advice created on North Online and made out to ‘North’ and addressed
to: North Service Centre GPO Box 2915 MELBOURNE VIC 3001.
If you have any questions, please contact the North Service Centre on 1800 667 841.
Yours sincerely
® Registered to Bpay Pty Ltd ABN 69 079 137 518
North Service Centre GPO Box 2915 MELBOURNE VIC 3001 Telephone: 1800 667 841
northonline.com.au
08107 07/13
Daryl Mackay
Director – N.M. Superannuation Proprietary Limited