Get in touch If you’re thinking of opening a pension account, consider consolidating your super first.
The table below confirms what type of supporting information you need to provide.
AND A bank statement showing that the funds have come from a bank account in the name of the SMSF.
If you’ve already provided us with your Tax File Number (TFN) we may be able to process your rollover without extra proof of identity.
If your TFN can’t be validated, you’ll need to verify your identity. Log in to Member Online to check if you’ve provided your TFN, update your details or verify your identity.
If you think you might have lost super, it could have been transferred to AUSfund (Australia’s Unclaimed Super Fund) or the Australian Taxation Office (ATO).
To find lost super you can: Almost half of Australians have more than one super account.
Fill in your details and the information about your other funds then print, sign and return the form to us at: Uni Super Reply Paid 67452 Melbourne Vic 3000 Go to the rollover tool If you'd prefer to fill out a form yourself, you can download our Remember to consider all your options before you consolidate your super, and check whether your other fund(s) charge any withdrawal fees—or if there’s an impact on any other entitlements (like insurance).
If you’re transferring funds from your SMSF to Uni Super, we need to receive your funds via a cheque payable to Uni Super.
In many cases, there are few benefits to having more than one super account.
In fact, if you’re not adding to it, the balance may be slowly eaten away in fees and charges. Before combining your super, be aware of any fees or taxes you may incur before leaving another fund.
There is billion in lost super in Australia and some of it could be yours!