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Super Fact sheet 1 Consolidating Your Super with Super Take control of your super When can I access my transferred funds? If you've worked at a few different places, chances are you have numerous
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How to fill out consolidating your super with

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How to fill out consolidating your super with:

01
Begin by gathering all information about your superannuation accounts, including the names of the funds, account numbers, and balances.
02
Contact your current superannuation fund to request a rollover form or consolidation form. This form will be required to initiate the process of consolidating your super.
03
Fill out the form accurately and completely, providing all necessary details such as your personal information, previous fund details, and the amount you want to transfer.
04
Attach any supporting documents required by the form, such as certified copies of identification or proof of address. Ensure you follow any specific instructions mentioned in the form.
05
Review the completed form thoroughly to ensure all information provided is correct and there are no mistakes or omissions. Make any necessary corrections before submitting the form.
06
Submit the form to your current superannuation fund either electronically or via mail, as per their instructions. Retain a copy of the completed form for your records.
07
Contact your previous superannuation funds to inform them about the consolidation and provide any necessary details or documentation they might require.
08
Monitor the progress of the consolidation process by regularly checking with your current superannuation fund. They should provide updates on the status of the rollover.
09
Once the consolidation is complete, review your new superannuation account details to ensure all your super has been successfully transferred and consolidated.

Who needs consolidating your super with:

01
Individuals who have multiple superannuation accounts with different funds may need to consolidate their super. This scenario commonly occurs when people change jobs or forget about old accounts.
02
Those who want to simplify their superannuation and have better control and visibility over their retirement savings may consider consolidating their super.
03
Consolidating super can be beneficial for individuals who want to minimize paperwork, reduce fees associated with multiple accounts, and potentially increase their retirement savings by having a consolidated investment strategy.
04
People who are approaching retirement and want to streamline their superannuation for easier management and planning may find consolidating their super advantageous.
05
Individuals who are uncertain about their existing superannuation accounts, lost track of their super, or wish to move their super to a fund that offers better services or investment options may opt for consolidating their super.
Overall, consolidating your super is beneficial for anyone looking to simplify their superannuation, reduce costs, and have greater control and visibility over their retirement savings.
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Consolidating your super means combining multiple superannuation accounts into one.
Individuals who have multiple superannuation accounts and wish to streamline their accounts are required to file consolidating their super.
To fill out consolidating your super, you need to contact your superannuation provider and complete the necessary forms or online process to consolidate your accounts.
The purpose of consolidating your super is to simplify and manage your superannuation more effectively by having all your funds in one account.
You must report details of all your superannuation accounts that you wish to consolidate, including account numbers, fund names, and balances.
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