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Posted by / 06-Mar-2020 17:44

Consolidating super ato

Get your details together You’ll need some crucial pieces of information at your side before you can start filling out any forms: When it comes to the latter, these details include its name and address.

Doing so can cut down the amount of paperwork you deal with, save you money on fees and make it easier to understand what’s going on with your super.

In making this decision, there are a number of factors to consider: If you do decide to go with a totally new super fund, you’ll need to open an account with it.

If you’re currently in a defined benefit fund, think very carefully and get advice before leaving.

But deciding to consolidate your super is one thing. The following is a short guide for how to go about combining your super all into one fund.

Investigate your older funds First of all, you’ll want to check if you have any lost or Australian Taxation Office (ATO)-held super sitting around.

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