Transfer my super

Transfer now for a better retirement

Transfer your other super accounts into your Vision Super Saver account using this online tool. No ID or paper forms required.

Please note: This tool is for whole of balance (not partial) rollovers. This tool cannot be used to rollover from a self managed super fund (SMSF). Your other fund could require ID.

01 Your Personal details

Completed | Modify
Vision Member Number
Title*
Surname*
Given name/s*
Date of birth*
Address*
Suburb*
State/Territory*
Postcode*
Email address
Phone number
Tax file number (TFN)


* You must complete this information.
Continue


02 Your other super fund details

Completed | Modify

FROM:
Please select the fund you are a member of. Then select the product name of the plan you are in. If you are unsure of the product you are in please phone your other fund and confirm your product name as without these details your rollover could be rejected by your other fund. If your fund or product names are not in the drop down lists please choose "Other" and fill in your details.

Fund name*
Product name*
ABN
Membership or account number*
Unique Superannuation
Identifier (USI)

* You must complete this information.
Add another rollover
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03 Submit

Rollover from

 

Rollover to

Vision Super

 

Consent to transfer your super

By submitting this request form I am making the following statements:

    Click here to read the important information

     

  • I declare I have fully read this important information and the information provided in this form.
  • I declare the information I have provided is true and correct.
  • I am aware I may ask my super 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.
  • I discharge the super provider(s) of the funds I wish to transfer of all further liability in respect of the benefits paid and transferred to my Vision Super account
  • I have read the tax file number (TFN) information provided on this page and I authorise Vision Super to give my TFN to my other super fund and I consent to my tax file number being disclosed for the purposes of consolidating my super accounts.
  • I authorise Vision Super to contact my other super fund(s) regarding this request to transfer my super.
  • I request and consent to the transfer of super as described above and authorise the super provider of each fund to give effect to this transfer.
  • This information is required for the sole purpose of managing and payment of superannuation benefits and entitlements and will be protected in accordance with the provisions of the Privacy Act 1988 and Vision Super privacy policies. The information you provide will be used to maintain your account.
  • I note that my other fund may require further paperwork to complete the transfer.

 

Providing your TFN:

You are not obligated to provide your TFN to your superannuation fund. However, if you do not provide your TFN, your fund may be taxed at the highest marginal tax rate plus the Medicare levy on contributions made to your account in the year, compared to the concessional tax rate of 15%. Your fund will usually deduct this additional tax from your account. If your superannuation fund does not have your TFN, you will not be able to make personal contributions to your superannuation account. Choosing to quote your TFN will also make it easier to keep track of your superannuation in the future.

 

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