Hi,
Less than two months ago, I completed a Current Status Report (basically a review of my finances) for my trustee, shortly after receiving my annual bonus and salary increase. No changes were made to my monthly contribution at that time.
Today, I've received another set of forms (identical to the last) and my trustee is asking me to complete these and return them within 7 days. Given that I've only just gone through this process, it seems like a bit of a waste of time.
I suspect these have been sent out as my trust deed is coming up to the two-year mark. Am I within my rights to contact the trustee and challenge their request for another review so soon after the last?
Thanks.
Hello imcville,
Might be worth giving them a quick call just to check that they haven't been sent out in error.
It does seem a bit odd that you would receive the forms twice in such a short space of time.