Rollover your super. Combine your super and pay fewer fees!

Transcription

1 Rollover your super Combine your super and pay fewer fees!

2 Do you have more than one super fund? When you change jobs, address or name, your super fund is usually the last to know. Not keeping up-to-date with your super can mean having more than one account and paying multiple fees. Over the years, these fees can add up to thousands of dollars, leaving you less for your retirement. Take control now! Fewer fees more money for you Less paperwork more time for you Know where your super is and how it s performing. Combining your super is easy Complete the attached form, then sign, date and post it (no postage stamp required). If you have more than one super fund, make sure you complete a form for each one you have. Don t like filling in forms? Call us on and we can help arrange everything over the phone. We can help you find any lost super too. Contact us to find out how. Stay with us even when you change jobs Like many Australians, you may have a choice of where you want your super to be paid. Ask your new employer if you have a choice. If you do, give them your LUCRF Super member number (call us if you don t know your number) this way your super account will continue as normal. Remember we are here to help! We can help you complete forms and answer any questions. Call or ask for a workplace visit.

3 Rollover initiation request to transfer whole balance of superannuation benefits between funds under the Superannuation Industry (Supervision) Act 1993 COMPLETING THIS FORM n Read the important information pages n Refer to instructions where indicated with a n This form is only for whole (not part) balance transfers. Personal details Title: Mr Mrs Miss Ms Other *Family name AFTER COMPLETING THIS FORM n Sign the authorisation n Send form to either your FROM (transferring) or TO (receiving) fund. Residential address *Address *Given names Other/previous names *Suburb *State/territory *Postcode *Date of birth Day Month Year Tax file number Under the Superannuation Industry (Supervision) Act 1993, you are not obliged to disclose your tax file number, but there may be tax consequences. Previous address If you know that the address held by your FROM fund is different to your current residential address, give details below. Address See What happens if I do not quote my tax file number? *Sex Male Female Contact phone number Suburb State/territory Postcode Fund details FROM (Transferring fund) *Fund name TO (Receiving fund) *Fund name LUCRF Super PO Box 211, North Melbourne VIC 3051 Fund phone number *Membership or account number Australian business number (ABN) Unique Superannuation identifier Fund phone number *Membership or account number Australian business number (ABN) Unique Superannuation identifier LUC0001AU If you have multiple account numbers with this fund, you must complete a separate form for each account you wish to transfer. You must check with your TO fund to ensure they can accept this transfer. Authorisation By signing this request form I am making the following statements: n I declare I have fully read this form and the information completed is true and correct. n I am aware I may ask my superannuation provider for information about any fees or charges that may apply, or any other information about the effect this transfer may have on my benefits, and have obtained or do not require such information. n I consent to my tax file number being disclosed for the purposes of consolidating my account. n I discharge the superannuation provider of my FROM fund of all further liability in respect of the benefits paid and transferred to my TO fund. I request and consent to the transfer of superannuation as described above and authorise the superannuation provider of each fund to give effect to this transfer. Print form *Name (Print in BLOCK LETTERS) *Signature Day Month Year * Denotes mandatory field. If you do not complete all of the mandatory fields, there may be a delay in processing your request. *Date Reset form

4 Important information Before combining your super accounts, check to see if: Your other funds will charge exit fees or penalties Any insurance will be altered or cancelled as a result of rolling out. Please contact us if you would like assistance in determining the impact exit fees will have on you and how we may be able to match the amount of your insurance cover. Is your name different with your old super fund? If you have changed your name since you first opened your other super account, please provide us with a certified copy of either your marriage certificate, deed poll or change of name certificate. Remember, only authorised people can certify ID! See below a list of some authorised people who can certify your ID. Pharmacist Registered medical practitioner Police officer Justice of the peace. Please contact LUCRF Super on for more information.

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6 Why rollover to LUCRF Super? Strong long-term investment returns Low fees In-house contact centre and administration Access to quality financial advice Flexible insurance options lucrf.com.au E mypartner@lucrf.com.au This brochure is issued February 2016 by L.U.C.R.F Pty Ltd ABN AFSL as Trustee for Labour Union Co-Operative Retirement Fund ABN (LUCRF Super). This is general advice only and has been prepared without taking into account your personal financial situation, objectives or needs. You should assess your personal financial situation before making a decision about LUCRF Super. To help you decide we recommend you read our current Product Disclosure Statement (PDS), available from the website or by calling us. If you no longer wish to receive our direct marketing and educational material, please contact us by phone, or post. LUCRF0103_1215