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Rollover request to transfer whole balance of superannuation into legalsuperReturn this completed form to: legalsuper Locked Bag 5081 Parramatta NSW 2124 Phone: 1800 060 312By completing this form,

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How to fill out combine your super for

01

To fill out and combine your super, follow these steps:

02

Gather all of your superannuation account details, including account numbers and balances.

03

Determine which superannuation account you want to keep as your main account and which ones you want to close or transfer.

04

Contact your main superannuation fund and inform them of your intention to combine your super. They will provide you with the necessary forms or online options to proceed.

05

Fill out the required forms or complete the online process. This usually involves providing your personal details, existing super account details, and your choice of fund to consolidate into.

06

If transferring funds from other super accounts, inform those funds about your decision and complete any required forms or online transfers.

07

Wait for the consolidation process to complete. This may take some time, but you will receive confirmation once it's done.

08

Keep track of your superannuation statements and ensure that the consolidation is reflected correctly in your main super account.

09

If you have any questions or need assistance, contact your superannuation fund for support.

10

Remember, before combining your super, it's advisable to consider any potential exit fees, insurance coverage, investment performance, and other factors to make an informed decision.

Who needs combine your super for?

01

Combine your super is beneficial for the following individuals:

02

- People who have multiple superannuation accounts from previous employments and want to simplify their financial affairs.

03

- Individuals who want to avoid paying unnecessary fees associated with maintaining multiple super accounts.

04

- Those who wish to streamline their retirement savings and have better control over their investments.

05

- People who want to consolidate their super to take advantage of better interest rates or investment options available through a single fund.

06

- Individuals who find it easier to manage and keep track of their retirement savings with a single superannuation account.

07

Overall, combining your super can help you save time, reduce paperwork, and potentially increase your retirement savings by avoiding unnecessary costs.

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What is combine your super for?

Combine your super is used to consolidate multiple superannuation accounts into a single account, making it easier to manage your retirement savings and potentially reducing fees.

Who is required to file combine your super for?

Individuals who have multiple superannuation accounts and wish to consolidate them into one account are required to file to combine their super.

How to fill out combine your super for?

To fill out combine your super, you need to complete a form provided by your chosen super fund, providing relevant details about your existing super accounts that you wish to combine.

What is the purpose of combine your super for?

The purpose of combine your super is to simplify superannuation management, reduce fees, and ensure better tracking of retirement savings.

What information must be reported on combine your super for?

You must report your personal details, details of the super accounts you wish to combine, including account numbers and the names of the super funds.

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