Why consolidate?

• You could save thousands – you may be paying multiple sets of member fees, administration fees and insurance premiums. You might be surprised to learn how much this could cost you over the life of your accounts.
• Everything in one place – you will receive a single statement that covers all your super information, making it easier to keep track of how your super is growing.
• Manage your investment strategy – having your super with many different super providers may dilute your desired investment strategy, which may reduce your overall benefit and require more effort to manage properly.

Choosing the one super fund that best meets your needs

The super fund that best meets your needs may depend on many things. Basically it is up to you to decide. A few important questions that may help you make a decision on the right fund include:

• Convenience – is it easy for you to access information and manage your money when you need to?
• Can your super fund receive your current employer’s Superannuation Guarantee (SG) contributions?
• Can you easily make additional contributions including Salary Sacrifice and Personal contributions into your super account?
• Service – does your super fund treat you like a valued client or a number?
• Can you access other services such as financial advice through your super fund?
• Does the investment selection meet your needs?
• Can you arrange personal insurance through your super account?
• Do you feel confident about your super fund’s ability to look after your savings until you retire?
• Does the insurance cover meet your needs?

Ready to consolidate? Let us help you.

All you need to do is complete the details on this transfer form, provide the relevant proof of your identity and we will do the rest!

For more information, please call our client services team on 1800 333 500