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WARM UP WITH A ROLLOVER
 
 

If you’ve got super in a number of funds, rolling it over so it’s all in one place is a great start to getting your finances in shape. With only one set of fees to pay and less paperwork, you could save money and it’ll be easier to keep track of your retirement savings.

Not sure if you’ve got super in other funds?

You could have super that you’ve simply forgotten about, didn’t know you had, or just lost touch with. If you can answer ‘yes’ to any of these questions:

  • Have I worked in more than one job?
  • Have I done casual work?
  • Have I moved house and not told my super fund?

you could have ‘lost super’ just waiting to be found.

How to track it down

Our fact sheet explains how to find any lost super you might have – a quick search on SuperSeeker (a free service on the Australian Taxation Office website) or a call to their self-help phone service may be all you need to do.

How to roll it over

Once you know where your other super is, you can bring it all together in one account. If you want to roll it over into your Aon Master Trust account, just complete the relevant form (see below) and return it to us. We’ll look after the rest.


Note: before completing this form, you should check with your old fund for information about your benefits in that previous fund including information on exit, transfer, withdrawal and other fees, any insurance cover you may have, and the availability of investment options. You should do this so that you fully understand the effects of transferring your benefits.

For details about the fees charged by the Aon Master Trust, see the relevant Product Disclosure Statement or call us on 1300 880 588.

Need some advice?

As with any financial decision, you might want to discuss your rollover options with a financial adviser. If you don’t already have a financial adviser, but would like to be put in touch with one, log in and follow the my ebenefits link to my wealth. If you prefer, you can call us on 1300 880 588 or email us.