Before you start
Make sure you have your:
- tax file number
- beneficiaries’ details (including full name, address and date of birth)
- employment details (including your employer’s contact details and when you started employment).
- You’re not locked in to the investment options you choose today—you can change them at any time.
- If you’re not sure about anything, fill out what you can, and we can call you back to help with the rest.