AU Combine Your Super into AustralianSuper 2017 free printable template

Combine your super into AustralianSuperRequest to transfer whole or partial balance of super account to AustralianSuper Please complete in pen using CAPITAL letters and print 7 to mark boxes where

How to fill out AU Combine Your Super into AustralianSuper

How to fill out AU Combine Your Super into AustralianSuper

1. Gather your superannuation details from all your existing super funds.
2. Log into your AustralianSuper online account or create one if you haven't already.
3. Navigate to the 'Combine Your Super' option in your account dashboard.
4. Enter the details of your other super funds, including the fund names and membership numbers.
5. Review the information and ensure it is correct.
6. Submit your request to combine your super funds.
7. Monitor the status of your request through your AustralianSuper account.

Who needs AU Combine Your Super into AustralianSuper?

1. Individuals with multiple superannuation accounts wanting to consolidate their funds.
2. People looking to reduce fees associated with maintaining multiple super funds.
3. Those who want to simplify their retirement savings by having all their super in one fund.
4. Members of AustralianSuper who wish to pool their superannuation into a single, potentially higher-performing fund.

People Also Ask about

Can you transfer between super accounts?

You can only transfer a full super account balance from one super fund to another using our online services. Partial transfers can't be done online. If you wish to transfer a part of your super account balance from one super fund to another, contact the super fund you wish to transfer money from.

Can I merge two superannuation accounts?

You can consolidate multiple accounts using our ATO online services. Before you consolidate accounts, you may want to seek advice on fees this may incur or insurance cover you may lose. For more information on consolidating your super, visit Money Smart .

How do I combine AustralianSuper accounts?

You can download and complete the Combine your super form (PDF) and email it back to us. If you don't know your other fund's details or think you have lost super with the ATO you can search for your super through your online account. You'll need two forms of ID and have provided us with your TFN*.

Can I combine my super and my wife super?

Because of all of these factors associated specifically with you and your superannuation account, it is not administratively practical, nor legally possible, to combine your super with your husband, wife, spouse or partner. Your superannuation member balance relates specifically to you and your retirement.

What are the disadvantages of consolidating superannuation?

you may lose insurance benefits you won't get from another fund. sometimes it isn't possible for you to transfer your money out of an account (for instance, if you are in a defined benefit fund)

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What is AU Combine Your Super into AustralianSuper?

AU Combine Your Super into AustralianSuper is a process that allows individuals to consolidate multiple superannuation accounts into a single account with AustralianSuper, making it easier to manage retirement savings.

Who is required to file AU Combine Your Super into AustralianSuper?

Anyone with multiple superannuation accounts who wishes to consolidate their super into AustralianSuper can file for AU Combine Your Super. This is especially beneficial for those seeking to streamline their retirement savings.

How to fill out AU Combine Your Super into AustralianSuper?

To fill out AU Combine Your Super, individuals need to complete the necessary forms provided by AustralianSuper, which typically include their personal details, the details of their current super accounts, and any identification required to process the transfer.

What is the purpose of AU Combine Your Super into AustralianSuper?

The purpose of AU Combine Your Super into AustralianSuper is to help individuals streamline their superannuation by reducing the number of accounts they have, potentially lowering fees and making it easier to manage and grow their retirement savings.

What information must be reported on AU Combine Your Super into AustralianSuper?

Individuals must report personal information such as their name, address, contact details, tax file number, as well as details for each superannuation account they wish to combine, including the fund name and ABN (Australian Business Number).