The longer you leave your super with your previous super funds, the longer you may be paying multiple fees, charges and insurance premiums on your savings. This may ultimately significantly reduce your end benefit.
If you choose to consolidate your super with
Plum
, we’ll ensure a streamlined, stress-free process with a number of features available to you, including:
- regaining your lost superannuation;
- you may save on multiple administration fees; and
- the provision of a single snapshot of your super situation in one statement – helping you better monitor and manage your financial situation.
By consolidating multiple funds, you may also benefit from savings on insurance premiums.
At
Plum
, we make it as smooth as possible to consolidate multiple super accounts. Simply follow two easy steps:
- Find out if you have super in any other accounts using the ATO Super Seeker. Alternatively, if you have any of your benefit statements, all the information you require will feature on them.
- Once you have completed Step 1, download the
Consolidate your superannuation benefits form,
complete it and send it to
Plum
. We’ll do the rest for you.
For assistance, please call a
Plum
Member Services Consultant on
1300 55 7586.
For additional information, download the
Consolidating your super should be the smoothest of blends brochure.
Before you make any decisions, you should consider all exit fees and other charges that may be applied and any changes to insurance benefits. You may want to speak with a financial adviser for further advice. Savings may not be gained if you have less than $1,000 in an old superannuation fund. If so, 'Member Protection' may apply whereby fees and charges are not applied to your account balance.
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