How to get money from SuperTrace?

To consolidate or withdraw your super simply:

1. Complete our Benefit Payment Request form. To ensure it all happens as quickly and as smoothly as possible, make sure you complete all the sections and sign the form.
2. We may need proof of your identity before we can process your payment.

What is SuperTrace eligible rollover fund?

SuperTrace is an Eligible Rollover Fund (ERF), USI 73 703 878 235 251. An ERF is a super fund that looks after small and ‘lost’ or unclaimed super benefits transferred to it by other superannuation funds. The main purpose of SuperTrace is to reunite members with their superannuation.

How can I trace my super?

It’s easy to find your lost super online through the ATO:

1. Go to my.gov.au.
2. Log in or create an account.
3. Link your myGov account to the ATO.
4. Select ‘Super’.

What is an eligible rollover fund?

Page reading time: 1 minute. A holding account designed to receive the super benefits of lost members and those with low account balances that are no longer receiving contributions.

What is unclaimed super money?

If no active account can be found, this money will remain with the ATO until claimed by an individual. This is known as unclaimed super. It’s still your super though, and you’re able to claim it and transfer it to your preferred super fund. Your super fund can assist you in consolidating.

What is super preservation age?

Your preservation age is the age you can access your super if you are retired (or start a transition to retirement income stream). If you were born before 1 July 1960 you have already reached your preservation age of 55 years. You can access your super once you have met a condition of release.

How do I transfer my super to another fund?

How to consolidate

1. Step 1: create a myGov account then link the ATO to your account.
2. Step 2: go to the ‘Super’ tab.
3. Step 3: choose the fund you want to transfer your money from (called the ‘transferring fund’) and the fund you want to transfer your money to (called the ‘receiving fund’) from the funds listed.

What qualifies as a rollover?

A rollover may entail a number of actions but often refers to the transfer of the holdings of one retirement plan to another without having to pay taxes. When a rollover occurs it may mean a person has reinvested funds from a mature security into a new issue of the same or similar security.

What is TFI rollover?

A rollover is when a member transfers some or all of their existing super between funds. The fund that is making the rollover can ask the receiving fund to show that it is a complying super fund.

Can you lose your super?

Lost super is super money held by superannuation funds. You become a ‘ lost member’ and your super becomes ‘lost’ if you are: uncontactable – the fund has lost contact with you and your account hasn’t received a contribution or rollover for 12 months.

What does the ATO do with unclaimed super?

Generally, super money will be transferred to us from super providers for any of the following: unclaimed super for members aged 65 years or older, non-member spouses and deceased members. small lost member accounts and insoluble lost member accounts.

What do you need to know about supertrace?

What is SuperTrace? SuperTrace is an Eligible Rollover Fund (ERF), USI 73 703 878 235 251. An ERF is a super fund that looks after small and ‘lost’ or unclaimed super benefits transferred to it by other superannuation funds. The main purpose of SuperTrace is to reunite members with their superannuation.

Why was my superannuation benefit transferred to supertrace?

SuperTrace is an eligible rollover fund (ERF) and is primarily designed to accept benefits from complying superannuation funds, approved deposit funds and retirement savings accounts in certain circumstances. The purpose of SuperTrace is to reunite members with their superannuation. 2. Why was my superannuation benefit transferred to SuperTrace?

Who are the eligible rollover funds for supertrace?

SuperTrace is an Eligible Rollover Fund (ERF), USI 73 703 878 235 251. An ERF is a super fund that looks after small and ‘lost’ or unclaimed super benefits transferred to it by other superannuation funds. The main purpose of SuperTrace is to reunite members with their superannuation. Feel free to contact us by:

Where can I find past returns of supertrace?

For information on past investment returns of SuperTrace, refer to the Annual report to Members.