Get the free transfer your super - CareSuper

Call Important notes By completing this form, you will request the transfer of the whole balance of your superannuation benefit between funds. This form cannot be used to transfer part of the balance

How to fill out transfer your super

How to fill out transfer your super?

1. Gather all necessary documents such as your super account information and identification documents.
2. Determine where you want to transfer your super to, whether it's a new super fund or an existing one.
3. Contact your super fund provider or visit their website to obtain the transfer form.
4. Fill out the transfer form accurately, providing details such as your personal information, previous super fund details, and the destination fund details.
5. Attach any required supporting documents, such as certified copies of your identification documents or proof of membership with the destination fund.
6. Double-check all the information filled in the form to ensure accuracy.
7. Sign and date the form.
8. Submit the completed form along with any necessary supporting documents to your super fund provider. This can typically be done by mail or electronically through their website.

Who needs transfer your super?

1. Individuals who have changed jobs and want to consolidate their superannuation accounts into a single fund for easier management.
2. Individuals who are dissatisfied with their current super fund's performance, fees, or services and want to switch to a better one.
3. Individuals who have multiple super accounts, often resulting from changing jobs multiple times, and want to simplify their financial affairs.
4. Individuals who are nearing retirement and want to review their super fund options to ensure they are maximizing their retirement savings.
5. Individuals who are planning to transition from accumulation phase to pension phase and want to transfer their super to a pension fund that offers more suitable retirement income options.

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What is transfer your super?

Transfer your super is the process of moving your superannuation savings from one fund to another.

Who is required to file transfer your super?

Individuals who wish to consolidate their superannuation funds or change superannuation providers are required to file transfer your super.

How to fill out transfer your super?

To fill out transfer your super, you will need to contact your current superannuation provider and request a transfer form. You will then need to provide the details of your new superannuation fund and submit the form for processing.

What is the purpose of transfer your super?

The purpose of transfer your super is to simplify your superannuation holdings, potentially reduce fees, and have all your superannuation savings in one place.

What information must be reported on transfer your super?

The transfer your super form will require information such as your personal details, current superannuation fund details, and new superannuation fund details.