Consolidating super ato

14-Mar-2018 22:04

Yes*, but you will need to follow the guidelines set out by the ATO on winding up an SMSF.Some information can be found on their website here: gov.au/smsf *Before making a decision to combine your superannuation, you should consider any penalties such as exit fees, change to insurance cover or loss of benefits that may apply and, if necessary, consult a qualified financial adviser.Usually, you can consolidate your accounts at any time by using one of the below options.

consolidating super ato-71consolidating super ato-65

Alternatively, you can complete a Combine your super rollover form for each fund you want to combine and mail it to us.

This is the easiest and quickest way to move all of your super into one account. You can contact either the fund you want to move your money into or your current fund to let them know you want to consolidate your accounts.

Many funds provide a service where they will consolidate accounts on your behalf.

If you've had a number of jobs over your career, you might have multiple superannuation funds.

This short video explains consolidation, the benefits and what you need to consider when consolidating your super accounts.

Alternatively, you can complete a Combine your super rollover form for each fund you want to combine and mail it to us.

This is the easiest and quickest way to move all of your super into one account. You can contact either the fund you want to move your money into or your current fund to let them know you want to consolidate your accounts.

Many funds provide a service where they will consolidate accounts on your behalf.

If you've had a number of jobs over your career, you might have multiple superannuation funds.

This short video explains consolidation, the benefits and what you need to consider when consolidating your super accounts.

The Super Match database currently holds records of: Media Super will not charge you a fee to combine your other super into your Media Super account, but some funds may charge you an exit fee.