Adviser Update

New Application Form Wizard

As part of our rollout of new adviser tools we are excited to announce the launch of our Application Form Wizard.

The Application Form Wizard allows you to enter your client’s details once and the wizard will automatically complete all the necessary forms for you. As the adviser you will then be emailed a copy of the completed forms which you can then print out for signing by the client. We will continue to provide editable forms on our website but this new wizard eliminates any duplicate data entry, ensures no forms are missed and ultimately saves you time.

Access the Application Form Wizard through the below link and click the ‘Launch Application Form Wizard’ button.

http://amgsuper.com.au/adviser/personal-super-pension/online-applications/

It is important to note that while the wizard will populate the required forms we still require signed original copies to be sent to AMG Super, PO BOX 3528, TINGALPA QLD 4173.

If you would like any further information please feel free to contact Terry Constable, Adviser Services Manager on (07) 3228 2632 or terry.constable@amgsuper.com.au

Getting control of your super is easy with AMG

Get in contact

PO Box 3528, Tingalpa DC, QLD 4173

1300 264 264

info@amgsuper.com.au