Getting out of one fund and into another used to be difficult. Difficult as a reverse pike with triple somersault - for someone who’s never dived before.
Suddenly it’s easy. Join Savvy as a gold member and we’ll sort it for you.
We’ll presume you’ve done your homework - compared funds, read the Fundamentals reports, checked the fees, found the right option and read the Product Disclosure Statement.
Once you’re happy with your choice of fund, you can then apply to join it. In most cases you can do this online. Most funds will issue you with a membership number instantly.
Now you’re ready to roll over from your current fund.
8 easy steps
Here's what you'll need to give us
- Your full name
- Your date of birth
- Your tax file number
- Your contact telephone numbers
- Your current address (if you've been at this address less than 5 years, you'll also need to provide your previous address)
- Details of the fund/s you want to leave - the fund name/s and your membership number/s
- Details of the fund you want to move to- the fund name and your membership number
- Suitable ID - one of these documents: current Australian driver’s licence or passport, birth or citizenship certificate or Centrelink pension card. Plus one of these: Centrelink payment letter or government or local council rates notice
You can give us this information over the phone or by email.
free search for lost super
As part of the process of rolling over your super, we’ll conduct a search to see if you have other super that might have been lost along the way. You might be surprised. There’s currently about $10 billion in unclaimed super. How much of this is yours?
how long before your super rolls over?
Once we have all the information and ID we need from you, we complete the rollover form and send it to the new fund. The fund has 30 days to implement the transfer. In reality, most funds will do this in a week.
ready to roll over?
Let's get started - Join SuperSavvy and supersize your super.