Moving your superannuation to a new fund requires a formal transfer request. A full balance transfer moves all your savings—contributions, employer contributions, and earnings—to your new fund in one transaction. This simplifies consolidation and helps you manage fewer accounts.
If you only want to transfer part of your balance, you'll need to contact your current fund directly, as partial transfers aren't available through standard forms.
Before transferring, check your current fund's exit fees, compare your new fund's features and investment options, and review any insurance or benefits you might lose. Make sure the move aligns with your retirement goals.
Please download this
Moving your superannuation to a new fund requires a formal transfer request. A full balance transfer moves all your savings—contributions, employer contributions, and earnings—to your new fund in one transaction. This simplifies consolidation and helps you manage fewer accounts.
If you only want to transfer part of your balance, you'll need to contact your current fund directly, as partial transfers aren't available through standard forms.
Before transferring, check your current fund's exit fees, compare your new fund's features and investment options, and review any insurance or benefits you might lose. Make sure the move aligns with your retirement goals.
Please download the superannuation fund rollover form.
