Superannuation
Complimentary rollover service
When many people start a new job, they start contributing into a super fund with their new employer leaving their old superannuation behind. Having small balances in a number of superannuation funds can make it difficult to keep track of your retirement nest egg. It can also mean paying higher fees, which can make a difference to your final retirement benefit.
If you are a member of the Vanguard Personal Superannuation Plan, we take all of the headaches out of rolling over your super from another fund. All you have to do is:
- Fill out the rollover benefits form with details of the super fund you are rolling over from.
- Sign the form and forward it to us
- We take care of the rest
Take your time and check all the fine print before changing your fund, including any identification and transfer forms required. In particular, take note of any fees and taxes that may be payable when you exit a fund.
Not sure where to find your super?
Did you know over 5 million Australians have lost some of their super? Sometimes when you change jobs or move house you can lose track of your super. You can track down your super using the Government's Superseeker online or phone service. You will need your Tax File Number to use this service.
Need more information?
Our Client Services Associates will be happy to assist you with your queries or provide you with more information on consolidating your super. Simply call 1300 655 101 from 8:00am to 6:00pm, Monday to Friday, Melbourne time.
