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Get back in the driver’s seat of your super

January 2010

Have you got your super with several super funds? Do you receive multiple super statements and brochures? Wouldn’t it be great to have all you super in the one place?

The holiday season is a great time to get organised for the New Year, and while you’re at it, why not find one home for your super too? Combining all your super in the one account seems to make sense, because it means less paperwork and you could end up with more money in your super account when you retire.

Less paperwork

Having your super in the one place means you’ll only ever need to have to contact the one fund to keep in touch your super. There will only be one website to access, one benefit statement to read and just the one number to call for enquiries. Besides getting some free time back, you’ll have greater visibility over your super making it easier to manage.

Save on fees

It’s simple really, each fund your super is with will usually charge an administration fee—why would you pay multiple fees when you can put your super in the one fund and pay just the one lot of fees? Paying fewer fees on your super now could have an impact on your final super payout when you retire.

Not sure if you have more than one super account?

If you’ve had more than one job in your life, chances are you have more than one super account. To find out if you have lost super simply click here. Make sure you have your tax file number handy.

IMPORTANT: Please note that exit fees may apply – contact your other fund(s) to find out what these might be, and consider any possible reduction in insurance cover which may result from a decision to consolidate. We recommend that you seek professional financial advice before making any decision to consolidate your super.

If you want help consolidating your super or would like to speak to a Financial Adviser simply call a Member Services Consultant on
1300 55 7586, Monday to Friday 8am to 6pm, Melbourne time.

Important information
This material does not contain financial product advice and you should contact a financial adviser before taking any action based on the information contained in this material.
An interest in the Plum Superannuation Fund ABN 20 339 905 340 (Fund) is issued by the PFS Nominees Pty Ltd (Trustee) ABN 16 082 026 480 AFSL 243357 (Trustee). The Fund administrator is Plum Financial Services Limited ABN 35 081 812 731 AFSL 243356 (Administrator). This material has been prepared by the Administrator and it contains information that is general in nature. The information does not take into account your objectives, financial situation or needs. Before acting on the information you should consider whether it is appropriate having regard to your personal circumstances and seek professional advice. The Administrator recommends that you consider the Fund’s Product Disclosure Statement (PDS) before you make any decisions about your superannuation. To obtain a copy of the Fund’s PDS, please contact a Plum Member Services Consultant on 1300 55 7586.Neither the Administrator, the Trustee, nor any other company in the National Australia Group of companies accepts liability whatsoever for any decision that is made on the basis of or in reliance of the information contained in this material. Please note that the information in this material is current as at {Insert date}. Any changes in the law or policy subsequent to this date have not been incorporated.
© 2011 Plum Financial Services Limited ABN 35 081 812 731 AFSL 243356 (Administrator).