Third Party Authority Nomination - Annual

In some instances you may wish to give authority to another person to interact with Supercorp on your fund administration matters.

In some cases this authority / instruction may include:

  • the request of confidential information about your fund

To ensure the security of your SMSF it is essential that Supercorp has in place clear written instructions on how you would like us to interact and take instructions from third parties and the Third Party Authority Nomination allows this.

What are the levels of authority?

Two levels of authority are available for selection:

Authority to Access
This option gives the nominated person the authority to access fund and member information from Supercorp via phone, fax or email after security confirmation.

Authority to Receive
This option gives the nominated person the authority to automatically receive a copy of the end of year financial documents, including a copy of Financial Statements, Investment Reports, Member Statements and SMSF Annual Return via email.

Fund Contact as a Third Party

This option should be used very carefully as it replaces you as the primary contact for the fund.

This will be appropriate where the Trustee is authorising an advisor to liaise with Supercorp on all matters on their behalf. It provides the nominated person with the full authority to act on ALL fund matters except for member benefits or pension payments. This may include, but is not limited to, instructions on transaction queries, contribution confirmation, and auditor liaison matters.

What happens if no Third Party Authority Nomination is in place?

This is optional and your fund security needs to be carefully considered before you provide a Third Party with any Authority Nomination.

If we do not have a current third party authority nomination on file; Supercorp will not be able to provide any information to a third party, nor act on any instructions from a third party.

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