Has anyone ever sent their super statements to their mortgage brokers or accountant? Can anyone scam you if they have your super details, member id etc. mentioned on yearly statements?
I have been asked by my mortgage broker to send my super statement and super account activity. I was wondering if it could be misused in any way.
Just an exit strategy for when the loan goes into retirement age.
As above scrub out the member id.
We are in early 40s and engaging a mortgage broker to help us buy our next home which will be owner occupied.
I’ll remove member id from the statement, thanks for the suggestion.
If they already know your name, address and DOB then there isn't much more on the statement to really get…
Removing the member ID is fine but super funds can locate accounts by using personal information.
Put a verbal password on your super account.
Banks often want these to assess your asset position if you're applying for a loan, especially if you're 50 or over. You can always remove the member ID before sending them in, like you would with your tax file number on tax returns.