It can help you get active with your super — having your super in the one place can empower you to get more engaged with it and can give you a better view of your entire retirement savings. For example, you can choose an overarching investment strategy for all of your super, not just different parts of it.
Step by step guide to combining your super
Step 1- Download a Consolidation form, and fill it out. If you have super with multiple funds, you’ll need to fill out a separate form for each of them.
Step 2- Most super funds require certified identification (ID) to release your super to us. Getting certification may sound like a bit of a hassle, but it will help the consolidation process run smoothly. To find out more about certifying ID please see the back page of the Consolidation form. Once you have completed the form, please mail it to us.
Step 3- We’ll process your form and ensure your application is complete. We’ll then forward your form to your other super fund(s). They should then process your request and may contact you if they require any further information. Your other fund is required to transfer your money to your Plum account within 30 days of receiving a complete application.
Step 4 - If you haven’t heard anything from us or your other fund within six weeks of posting your form to us, please call a Member Services Consultant on 1300 55 7586.
Got lost super?
Did you know that an estimated 5.8 million super accounts, or about one in five, are lost? That’s an average of one lost account for every two working Australians. The total amount of lost superannuation is $18.8 billion1.
If you’ve had more than one job, you’ve probably got more than one super account. But if you’re not sure there’s an easy way to find out—using the Government’s super seeker tool.
All you need is your tax file number and you’re ready to go. Once you find any lost super, you may want to combine it into your Plum account. All you have to do is complete a consolidation form and return it to us.
Want to find out more?
To find out more about combining your super into one account please call a Member Services Consultant on
1300 55 7586.
Need help?
If you need help combining your super account, call our friendly Member Services Consultants on 1300 55 7586.
It is recommended that you read the current PDS for any superannuation product and seek appropriate licensed financial advice before making a decision. Consolidating super accounts may result in exit fees being incurred and changes to, or loss of, insurance benefits.
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