Transfer my super to Plum

To move any of your previous or old super accounts into your existing Plum account, simply follow these steps:

• Download the Consolidation form
• Print the form
• Fill it out and sign the authorisation
• Send the original completed form and the attachments to:

  Plum Financial Services Limited
  Reply Paid 63, Melbourne Vic 3001

Please note: You should check whether you will lose any benefits or entitlements from your previous fund if you choose to transfer your super to another superannuation account.

If you would like help with this process, please contact a Member Services Consultant on 1300 55 7586 any business day, 8.00am to 7.00pm AEST (8.00pm daylight savings time).

Who is Plum? Choose your investment mix Check out the 'Consolidate your superannuation' webcast Plum Personal Plan

General advice warning

• Any advice contained on this website has been prepared without taking into account your objectives, financial situation or needs. Because of that, before acting on any advice on this website, you should consider whether the advice is appropriate for you having regard to your objectives, financial situation and needs.
• A Product Disclosure Statement (PDS) is available for products described on this website. Refer to forms and publications or phone a Member Services Consultant on 1300 55 7586 , to obtain a relevant PDS. You should consider the PDS before making any decisions regarding a product. All products described on this website are issued by the trustee of the superannuation fund of which you are a member.
• The general advice on this website is provided by Plum Financial Services Limited (Plum).

Want to know more?

For more information about member services, please contact a Plum Member Services Consultant: