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Consolidate your superannuation benefits
Transferring to Plum Super
Combining your super into one account can help reduce fees
and paperwork, making it easier to monitor your super investment.
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How to fill out consolidate your superannuation benefits
How to fill out consolidate your superannuation benefits
01
Gather all your superannuation statements from different funds.
02
Review each statement to understand the balance and any associated fees.
03
Choose a superannuation fund that you want to consolidate your benefits into.
04
Contact your chosen fund and request their consolidation forms.
05
Fill out the consolidation forms accurately and provide all required supporting documents.
06
Submit the completed forms and documents to your chosen fund.
07
Monitor your consolidated superannuation benefits to ensure the process is completed successfully.
Who needs consolidate your superannuation benefits?
01
Anyone who has multiple superannuation accounts across different funds can benefit from consolidating their superannuation benefits.
02
It helps individuals to have better control over their retirement savings and reduce unnecessary fees and charges.
03
Consolidating superannuation benefits also makes it easier to track and manage investments.
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What is consolidate your superannuation benefits?
Consolidating your superannuation benefits means combining all of your super accounts into one account.
Who is required to file consolidate your superannuation benefits?
Anyone with multiple super accounts is encouraged to consolidate their superannuation benefits.
How to fill out consolidate your superannuation benefits?
You can fill out the consolidation form provided by your chosen super fund and provide information about your existing super accounts.
What is the purpose of consolidate your superannuation benefits?
The purpose of consolidating your superannuation benefits is to simplify managing your super, reduce fees, and potentially increase your overall super balance.
What information must be reported on consolidate your superannuation benefits?
You must report details of your existing super accounts, including fund names, account numbers, and balances.
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