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Suncorp WealthSmart Super rollover form Suncorp Portfolio Services Limited (Trustee) ABN 61 063 427 958 ADSL 237905 RSE L0002059 Issued 4 April 2011 Please use this form if you'd like to consolidate
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Suncorp WealthSmart Super Rollover is a feature that allows individuals to consolidate their superannuation accounts into one account.
Individuals who have multiple superannuation accounts and wish to consolidate them are required to file Suncorp WealthSmart Super Rollover.
To fill out Suncorp WealthSmart Super Rollover, individuals need to log in to their Suncorp online account, select the rollover option, and follow the prompts to complete the process.
The purpose of Suncorp WealthSmart Super Rollover is to simplify the management of multiple superannuation accounts by consolidating them into one account.
The information that must be reported on Suncorp WealthSmart Super Rollover includes details of the existing superannuation accounts to be rolled over, personal details of the account holder, and any specific instructions regarding the rollover.
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