Before you consolidate, consider the potential impact on your existing insurance and other important infomation. You’ll also need to provide your Tax File Number (TFN)
You’ll need to provide your:
Very easy process to switch over with no interruptions or glitches. Very straight forward.
Your instructions were clear and very easy to understand, and you made it super easy to join if you had an existing super with a different organisation.
Easy to use - step by step - easy to verify my identity & to request transfer for my previous super provider.
Members provided feedback via survey after joining in Dec 2024 - Feb 2025.
There could be benefits to combining your other super with your Australian Ethical Super account.
Managing one account is easier than juggling several. Keep everything in one place and skip the extra paperwork.
If you have multiple super accounts this could mean you're paying multiple fees.
With just one super account, it’s easier to track your balance and keep your future in focus.
The benefits of providing your tax file number (TFN) are:
Australian Ethical Super is authorised by law to ask for your TFN.
Providing your TFN will make sure you won't pay more tax than you need to. There are other benefits of providing your TFN.
When we have your TFN, we will only use it for lawful purposes based on current legislation. We may pass your TFN to any other super fund or account to which your super is transferred in the future, unless you request in writing that this is not to be done.
Once you have provided your consent above, it will remain effective until such time as you advise us to remove it. To remove consent please contact us on 1800 021 227 Monday to Friday 8.30am to 5.30pm AEST/AEDT.
First you need to make sure you have an account with us. You can do this by joining online. During the limited service period, we will securely hold onto your details, update you regularly via email, and process your application as soon as we can. After your application is processed, we will send you your new account details to commence combining funds from your SMSF to your new Australian Ethical superannuation account.
Australian Ethical must use SuperStream to roll over your super benefits. This means your SMSF will need an electronic service address (ESA) and Australian business number (ABN). You can get an ESA from an SMSF messaging provider or through your SMSF intermediary/administrator.
For more information, please refer to the ATO self-managed super fund rollover page.
You can do either of the following