Get the free Transfer Your Super

Use this form if you wish to transfer your benefit to another Super SA product or Superannuation fund. Complete all details in BLOCK LETTERS using a BLACK PEN and return to Super SA via post or email.

How to fill out transfer your super

How to fill out transfer your super

1. Gather your personal details such as your name, address, and date of birth.
2. Collect information about your superannuation funds, including your existing fund details and your new fund details.
3. Fill out the transfer request form provided by your new superannuation fund.
4. Provide the required identification documents, such as a driver's license or passport.
5. Submit the completed form and any necessary documents to your new superannuation fund either online, via email, or by mail.
6. Wait for a confirmation from your new fund that your super has been successfully transferred.

Who needs transfer your super?

1. Individuals who have multiple superannuation accounts and want to consolidate them into one account.
2. People changing jobs who wish to transfer their super to a new employer's superannuation fund.
3. Those seeking to manage their superannuation more effectively and avoid unnecessary fees.
4. Anyone looking to keep track of their superannuation savings in a single, accessible account.

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What is transfer your super?

Transfer your super refers to the process of moving your superannuation (retirement savings) from one super fund to another. This can help consolidate your savings and may reduce fees.

Who is required to file transfer your super?

Individuals who have multiple superannuation accounts and wish to consolidate them into a single fund are required to file a transfer your super. This can include employees, self-employed individuals, and anyone eligible for superannuation.

How to fill out transfer your super?

To fill out transfer your super, you typically need to complete a Transfer Request form provided by your new super fund. This form will ask for personal details, account information from the super funds involved, and your consent to transfer the funds.

What is the purpose of transfer your super?

The purpose of transferring your super is to simplify your financial management by consolidating multiple super accounts into a single fund. This can help reduce fees, streamline investment management, and improve retirement savings.

What information must be reported on transfer your super?

The information that must be reported when transferring your super includes your personal details, account numbers of both the old and new super funds, the amount to be transferred, and any other required declarations or acknowledgments.