AU Combine Your Super into AustralianSuper 2019 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 fund details that you want to combine into AustralianSuper.
2. Log in to your AustralianSuper online account or create one if you don’t have it.
3. Navigate to the 'Combine your super' section on the AustralianSuper website.
4. Enter the details of your other superannuation funds as prompted.
5. Review the information and ensure all details are correct.
6. Submit your request for combining the superannuation funds.
7. Monitor the progress of your request through your AustralianSuper account.

Who needs AU Combine Your Super into AustralianSuper?

1. Individuals who have multiple superannuation accounts and want to manage their retirement savings more effectively.
2. People looking to reduce fees and consolidate their superannuation funds to one account.
3. Those who wish to have a clearer view of their superannuation balance and investment performance.

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 their multiple superannuation accounts into a single account with AustralianSuper, simplifying their retirement savings.

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

Any individual with multiple superannuation accounts who wishes to consolidate their superannuation into AustralianSuper can choose to file the AU Combine Your Super application. There is no specific requirement beyond the desire to combine super funds.

How to fill out AU Combine Your Super into AustralianSuper?

To fill out the AU Combine Your Super form, individuals typically need to provide personal details such as their name, address, date of birth, and the details of their existing super accounts including account numbers and the names of the funds.

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

The purpose of AU Combine Your Super into AustralianSuper is to help individuals reduce fees, streamline their superannuation management, and potentially boost their retirement savings by consolidating their super accounts.

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

The information that must be reported on the AU Combine Your Super form includes personal identification details, the names of the super funds being combined, their account numbers, and any relevant tax file number for identification purposes.