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Disclaimer

This is not advice. Items herein are general comments only and do not constitute or convey advice per se. The information contained in these articles is for guidance only and should not be relied upon without obtaining professional advice having regard to your direct circumstances.

 

Consolidating your super

There are numerous benefits to keeping your super in one place.  Apart from only paying one set of fees, you will also be able to keep track of your retirement savings easily and choose the most suitable investment strategy for your superannuation.  

It is important to keep in mind any exit fees that may apply and to compare the benefits, investment performance and options of all your superannuation funds first to ensure you don’t lose any important benefits, like insurance.

If you do decide to consolidate your super funds, you will need to complete a Rollover Form available from your superannuation fund provider. These are often available to download from their website. All you will need is the name, address and your member number for the old fund/s.

Below are a list of common superannuation providers and links to their rollover forms:

Australian Super - http://www.australiansuper.com/toolsandforms_formsandpublications.aspx

AGEST Super - http://www.agest.com.au/storage/documents/transfer_your_super_form.pdf 

ANZ - http://www.anz.com/documents/oli/ASA-Rollover-Form-0708.pdf

Asset Super - http://www.assetsuper.com.au/Tools---Forms/Forms/default.aspx

BT Financial Group - http://www.btsuperforlife.com.au/consolidate-your-super.asp 

CBus - http://cbussuper.com.au/__data/assets/pdf_file/0003/1668/Rollover_Form.Feb09.pdf 

Commonwealth Bank Super - http://www.commbank.com.au/personal/super-retirement/forms-and-documents.aspx

Hesta - https://www.hesta.com.au/Join-HESTA/Tools-and-Forms/Forms.html

HOSTPLUS - http://www.hostplus.com.au/members/forms---brochures

REI Super - http://www.reisuper.com.au/publications/rollover.pdf 

MTAA - http://www.mtaasuper.com.au/forms/members/member-forms/

REST - http://www.rest.com.au/Forms-Publications.aspx

 


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