Consolidating super ato

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If you want to make sure they do indeed offer this service, contact them or check their website.The final step involves reviewing the rollover benefits statement you’ll receive from your old fund after completing the process.Before selecting any financial product you should read the fine print carefully, including the product disclosure statement, fact sheet or terms and conditions document and obtain professional financial advice on whether a product is right for you and your finances.

If you’ve requested to consolidate your super accounts with us, your funds should appear in your account when your other fund has processed the request.Advice contained in this article is general in nature and not specific to your particular circumstances.Before making an investment decision you should consider your own financial situation and the relevant Product Disclosure Statement/s.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.You can get this from previous statements, emails and letters you’ve received from the fund.

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