Please return this completed form to: AustralianSuper, GPO Box 1901, MELBOURNE VIC 3001
or upload a scanned copy of your completed form to us via our website at australiansuper.com/email
Questions? Telephone 1300 300 273 Web australiansuper.com
1266.8 09/21 ISS8 page 2 of 2
STEP 4. YOUR TAX FILE NUMBER
Use my Tax File Number (TFN) to process my super rollover.
Enter your TFN here
By giving us your TFN, you are authorising us to give this information to your other super fund. They'll confirm your ID with
the Australian Taxation Oce. It’s optional to provide your Tax File Number (TFN) but there are several advantages if you do.
See 'Providing your TFN' below for more information.
STEP 5. SIGN THIS FORM
Important information
1. You can't nominate a balance transfer date. The balance transfer
will start within three business days of the date we receive your
completed application.
2. If you want to transfer any insurance cover you have with your
previous fund to AustralianSuper, you’ll need to complete an
Insurance transfer form before you combine your super.
Download a copy at australiansuper.com/InsuranceForms.
3. If you're making a whole balance transfer, check any remaining
employer contributions have been received and no future
payments will be made into your FROM account.
4. This form doesn't:
• transfer super benefits if you don’t know where your super is
• transfer benefits from multiple funds on one form – you must
use a separate form for each fund you wish to transfer
• change the fund to which your employer pays your
contributions
• open a new super account, or
• transfer benefits under certain conditions or circumstances,
for example if there is a superannuation agreement under
the Family Law Act 1975in place.
Providing your TFN
We’re authorised under super law to collect, use and disclose
your Tax File Number (TFN). You don’t have to provide your TFN,
but if we have it, we’ll be able to accept all types of contributions
into your account, you won’t pay more tax than you need to
and it’ll be easier to find your super. If you transfer your super to
another fund, we’ll give them your TFN unless you tell us not to
in writing. Visit australiansuper.com/RefTFN for more details.
Privacy Collection Statement
Please read this Privacy Collection Statement to see how AustralianSuper uses your personal information.
AustralianSuper Pty Ltd (ABN 94 006 457 987) of GPO Box 1901, Melbourne, Victoria 3001, collects your personal information (PI) to
run your super account (including insurance), improve our products and services and keep you informed. If we can’t collect your PI we
may not be able to provide these services. PI is collected from you but sometimes from third parties like your employer. We will only
share your PI where necessary to perform our activities with our administrator (Australian Administration Services Pty Ltd, Link Group),
service providers, as required by law or court/tribunal order, or with your permission. Your PI may be accessed overseas by some of
our service providers. A list of countries can be found at the URL below. Our Privacy Policy details how to access and change your PI,
as well as the privacy complaints process. For complete details go to australiansuper.com/privacy or call us on 1300 300 273.
You need to sign here
Date
D
D
M
M
Y
Y
Y
Y
By signing this request form I'm making the following statements:
• I'm aware I may ask my super provider for information about
any fees or charges that may apply, or any other information
about the eect this transfer may have on my benefits such
as insurance cover, and do not require any further information.
• I discharge the super provider of my FROM fund of all further
liability in respect of the benefits paid and transferred to
AustralianSuper.
• I authorise AustralianSuper (or its agents) to contact my other
super fund regarding this request to combine my super from
that fund into my AustralianSuper account only.
• I'm aware that once my completed form is received by
AustralianSuper, it will usually be processed within three
business days.
• I've read the Privacy Collection Statement below and I
understand how AustralianSuper will use my personal
information. To the best of my knowledge, the information
I have provided on this form is correct.
• If I’ve provided my email address and/or phone number,
I consent to AustralianSuper sending me information about
my account, AustralianSuper’s products and services
and marketing communications, including third-party
products and services, via email, my online account, SMS,
mobile app or phone, as appropriate and in accordance
with AustralianSuper’s Privacy Policy and my existing
communication preferences. I understand I can change
my communication preferences at any time by calling
AustralianSuper on 1300 300 273 or through the My
communication preferences section of my online account.
I request and consent to the transfer of super as described within
this form and authorise the super provider of each fund to give
eect to this transfer.
To combine other super accounts into AustralianSuper, go to australiansuper.com/combine
