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Rollover Your Super into LESS For whole balance of superannuation benefits between funds under the Superannuation Industry (Supervision) Act 1993 M: PO Box A2499 Sydney South NSW 1235 P: 1800 359
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How to fill out rollover your super into

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How to fill out rollover your super into:

01
Gather necessary information: Before starting the rollover process, it is important to gather all the necessary information related to your existing superannuation fund, such as the fund name, account number, and contact details.
02
Contact your new fund: Reach out to your new superannuation fund and inform them about your intention to rollover your super. They will provide you with the necessary forms or guide you through an online process to initiate the rollover.
03
Complete the rollover form: Fill out the required rollover form provided by your new fund. Provide accurate information regarding your previous fund, including the fund name, account number, and any other required details.
04
Submit the form: Once the form is completed, submit it to your new superannuation fund. This can be done either electronically or by mail, depending on the preferences of the fund.
05
Confirm the rollover: After submitting the form, it is advisable to contact your new fund to confirm that they have received the rollover request. This will ensure that the process is progressing smoothly.
06
Review any exit fees or insurance arrangements: Before finalizing the rollover, it is important to review any potential exit fees or insurance arrangements associated with your existing superannuation fund. This will help you understand any financial implications and allow you to make an informed decision.

Who needs rollover your super into:

01
Individuals changing jobs: When changing jobs, it is common for individuals to consider rolling over their superannuation from their previous fund into their new fund. This helps consolidate their super and avoid multiple accounts.
02
Individuals seeking better performance or lower fees: If your current superannuation fund is not performing well or has high fees, you may consider rolling over your super into a different fund that offers better investment options or lower fees.
03
Individuals planning for retirement: As retirement approaches, some individuals may choose to consolidate their superannuation accounts into a single fund to simplify the management of their retirement savings.
04
Individuals with inactive or dormant funds: If you have superannuation accounts that have been inactive or dormant for an extended period, rolling them over into an active fund can help you better manage and track your retirement savings.
05
Individuals who prefer a specific fund: Some individuals may have a preference for a specific superannuation fund due to its ethical investment strategies, customer service, or other factors. Rollover can be an option for them to consolidate their super into their preferred fund.
Overall, the decision to rollover your superannuation into another fund should be based on your personal financial goals, the performance of your current fund, and any potential fees or benefits associated with the rollover process. Consulting with a financial advisor can be beneficial to determine the best course of action for your individual circumstances.
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Rollover your super into another super account or retirement savings account.
Individuals who want to consolidate their super funds or transfer savings from one super account to another.
You can fill out a rollover form provided by your super fund or initiate the rollover process online through your super fund's website.
The purpose of rolling over your super is to consolidate your funds, potentially save on fees, and simplify your retirement savings.
You must report details such as your current super account information, the account you want to rollover into, and your personal details.
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