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SECTION 2 — Transfer amount
Would you like to make a full or partial transfer to a super
account? Note: if you took your Flexi Pension under TTR
rules, you can generally only select ‘Full’ here.
Partial. Please provide the amount you’d like to
transfer here (minimum $2,000). Remember your
Flexi Pension requires a minimum closing balance of
$10,000 to remain open.
This amount needs to be gross (before tax is deducted).
Amounts requested below the minimum will be processed as
$2,000. If you’re completing a full transfer, please note we may
be required to pay you the remainder of your minimum annual
pension amount (pro-rata) to comply with superannuation law.
See the PDS for more information.
SECTION 3 — Investing your transferred pension balance
• If you have an existing super account, your transferred
pension balance will be invested in line with your rollover
strategy. If you don’t have a rollover strategy, it will
be invested in UniSuper’s default investment option
(Balanced). To check or update your rollover strategy, log in
to your account at
unisuper.com.au or you can update your
rollover strategy by completing Section 3A.
• If you don’t have an existing super account, we’ll establish
a new one for you and invest your transferred pension
balance in UniSuper’s default investment option (Balanced).
You can change this investment strategy if you want to—
simply complete Section 3A.
If you’ve got any questions or concerns about your
investment strategy, consider seeing a qualified
DID YOU KNOW
You have exclusive access to expert financial
advice from UniSuper for help with managing your
You can get over-the-phone advice on issues related
directly to your UniSuper account, or meet with
an adviser in person for a more comprehensive
discussion about your finances.
Call UniSuper Advice on
1800 823 842 to find
SECTION 3A — Rollover strategy
You can choose a single investment option or a mix
of investment options based on your individual
requirements. All rollovers to your account—including
transfers from an accumulation account to a Flexi
Pension and vice versa—will be invested in your
chosen option(s). The total must equal 100% and each
nomination must be in whole numbers.
If you don’t choose an investment option, your account will
automatically be invested in the Balanced option, which is the
Fund’s MySuper option.
Before making a decision about your investment options,
refer to the PDS and the How we invest your money booklet.
Sector investment options are generally single asset class
options that are less diversified and not intended to be used in
isolation, but combined with other investment options to build
a diversified portfolio. For example, the Australian Equity
Income option might have exposure to as few as 20 entities,
and the Global Companies in Asia option as few as 40 entities.
In comparison, the Balanced option has an exposure to over
If you choose to only invest in a Sector option, you may be
exposed to more risk and may miss out on the benefits of the
balance between risk and return offered by a Pre-Mixed option.
Sustainable High Growth
Diversified Credit Income
Global Environmental Opportunities
Australian Equity Income
Global Companies in Asia
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