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Some of the benefits of combining your other super with your Australian Ethical Super account are:

Simplifying your paperwork by having one account and everything in one place
Saving on fees incurred by having multiple accounts
Easy visibility, tracking only one super balance
A smaller carbon footprint. When your money is with us, it works differently. Our listed share investments have 75% lower carbon intensity than a mainstream share market benchmark, so consolidating your super here means less of your money funding carbon-heavy companies.

See Combining your super for more details.

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If you are already a member you can combine your super in your member portal in a couple of different places:

Log in then go to Combine super in the Your to do list; or
Go to More, then Combine Super; or
Complete the Super rollover form and upload it to your member portal.

Alternatively, you can request to combine your super in your myGov account or by calling us and providing your previous fund name(s) and member/account number(s).

If you are not a member yet, you can join online and roll your super over during the join process. We’ll search for your existing super with the Australian Tax Office (ATO) using 2 forms of Australian government ID and your Tax File Number (TFN). You can review the search results to decide how much you’d like to transfer.

If you have any questions, call us on 1800 021 227, 8.30am to 5.30pm AEST/ ADST Mon-Fri.

","expandOnLoad":false},{"blockContentId":"151034","title":"Can I combine my super funds manually?","contentHtml":"

You can combine your super funds through your member portal, by filling in our super rollover form and uploading it to your member portal or by calling us on

1800 021 227, 8.30am to 5.30pm AEST/ ADST Mon-Fri.

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Your insurance. If you have insurance with another fund, you may lose your cover when you rollover all your funds to Australian Ethical Super. Consider that you can either keep your existing fund’s cover; or transfer insurance cover after you join.

You may be eligible to transfer the insurance cover you have with your other fund over to us using the Transfer of insurance cover form.

See our Insurance Guide for more details.
If your employer contributes to your other fund, check if there are any special arrangements that could be affected by closing your account with that fund, e.g., the employer is paying for administration or insurance fees
Read the Product Disclosure Statement and Target Market Determination before deciding. We recommend you seek professional advice from a licensed financial adviser. This is particularly important if you're in a defined benefit fund.
You might not be able to transfer some of your super. Certain funds, such as some government funds, have rules that do not allow you to transfer your super to another fund. If your request to transfer your super is rejected by your other fund, we'll let you know.

","expandOnLoad":false},{"blockContentId":"151036","title":"What are the benefits of providing my Tax File Number (TFN)?","contentHtml":"

The benefits of providing your TFN are:

Australian Ethical will be able to accept all permitted types of contributions to your account(s).

You won't pay more tax than you need to. This affects both contributions to your super and benefit payments when you start drawing down your super benefits.

It’ll make it much easier to find different super accounts in your name so that you receive all your super benefits when you retire.

Australian Ethical will be able to use the ATO SuperTICK service to verify your TFN, name and date of birth.

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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.

We will only use your TFN 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.

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You’ll need to have an account with us to rollover funds. If you aren’t already a member, you can do this by joining online.

After you’ve joined, you’ll experience a short limited-service period. During this time, we’ll securely hold onto your details, update you regularly by 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, see the ATO self-managed super fund rollover page.

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For combining super, we accept the following official items for ID verification:

Recommended documents:
- Australian Drivers License
- Medicare Card
- Australian Passport
Additional documents:
- Australian Visa
- Birth Certificate
- Centrelink/Services Australia Card
- Australian Citizenship Certificate

See our Combine your super page for more information about consolidating your accounts.

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We take care of your super

We take care of your super

Combining your super FAQs

Combining your super FAQs

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