Download a Rollover Form

Consolidating multiple accounts can save you money
Many people have more than one super account. Every time you have changed jobs in the last ten years, you have probably been asked to join a super fund for your employer to pay into.

It's easy to lose track of superannuation when you change jobs, especially if you have small amounts in lots of different accounts.

Consolidating all your super into one account makes good sense for two main reasons:

1. It is much easier for you to keep track of one account; and
2. One account means only one set of fees, and that means more money for you.

Rolling old funds into Tasplan is easy
You will need to complete a simple form - call us to receive one in the mail, or download a form online.

Tasplan does not charge any fees to accept rollovers from other funds, but you should be aware that your old fund may charge you an exit fee.

It is important that you check these details, as sometimes, the exit fee or penalty can be charged as a percentage of your total account balance. You should also take into consideration any insurance entitlements you may have with other funds.

While consolidating super accounts is generally a good idea for both cost and practicality reasons, sometimes it can be hard to properly compare different funds to work out where you will be better off.

Tasplan offers a Free Fee Comparison service for members who would like some extra help.

Free fund comparison
With many different types of superannuation funds available, it isn't surprising that they are often structured differently, with varying types of services available and different methods of charging fees.

It can be very difficult to really compare 'apples with apples'. That's where a free fee comparison can help you.

Our Financial Planners will conduct a detailed fee comparison between your other fund and Tasplan and provide a written report.

And since neither Tasplan nor our Financial Planners accept commissions, you know the advice you receive is in your best interests.

To request a FREE fee comparison, call our Financial Planners direct on 1300 138 848, or download a form online.

Not sure if you have any old super accounts?
If you think you might have old super accounts, but can't remember where, the Australian Taxation Office (ATO) might be able to help.

The ATO maintains a record of 'lost' superannuation accounts. There are many thousands of lost and unclaimed accounts on the register.

You can check if your name is on the register by calling the ATO Hotline on 13 10 20 or by completing a Lost Super Search Form and sending it to us to do for you. We will contact you with the search results.