Additional Contributions Form

Vanguard® Personal Superannuation Plan

You will need to complete one of these forms each time you remit contributions to the Plan via cheque. You do not need to complete this form if you are making a contribution using the direct credit facility. You can access additional copies at www.vanguard.com.au

Please make reference to the ‘Guide to Investing’ section of the Personal Superannuation Plan Product Disclosure Statement – pages 32–35 which detail contribution limits and types. A separate form is now available on the Vanguard website should you wish to split your contributions.

Step 1: Complete your personal details

Member number

Title

Surname

Given name(s)

Date of birth (dd/mm/yyyy)

Gender

Male

Female

Have you recently changed your address?

Yes

No

Address

Suburb

State

Postcode

Is your postal address different to your residential address?

Yes

No

Postal address

Postal suburb

Postal state

Postal postcode

Home phone number

Business phone number

Mobile phone number

Email address

Tax file number

Step 2: Contribution details

To process your rollover, we need full details of the fund from which you are rolling over your benefit.

Contribution type	Amount
Member contribution	$
Employer contribution	$
Salary sacrifice contribution	$
Spouse contribution	$
Other	$
Total	$

Step 3: Investment strategy

Is this contribution to be invested in line with your current investment strategy?

Yes

No

How would you like this contribution allocated? Please provide percentage of allocations.

If you decide to invest across a number of different options, please ensure that the total adds up to 100%.
Vanguard is unable to proceed with your investment unless the total adds up to 100%.

Diversified investment options	Percentage
Vanguard LifeStrategy - Conservative	%
Vanguard LifeStrategy - Balanced	%
Vanguard LifeStrategy - Growth	%
Vanguard LifeStrategy - High Growth	%

Asset sector investment options
Vanguard Cash Plus	%
Vanguard Australian Fixed Interest	%
Vanguard Property Securities	%
Vanguard Australian Shares	%
Vanguard International Shares	%
Vanguard International Shares (Hedged)	%
Investment total	%

Will this new investment choice replace your existing investment strategy for future contributions?

Yes

No

This choice does not affect your existing balance. Ticking no will mean that your next contribution will be invested according to your previously nominated investment strategy.

Step 4: Signature and declaration

I understand that my contributions will be invested according to option/s as stated above and declare that:

I am under age 65

I am between 65 and 75 and have worked 40 hours in a consecutive 30 day period during the financial year