Roll over your super?

If you have super in more than one super fund you can roll it over into the ESSSuper Accumulation Plan.

The benefits of keeping all of your super in one fund include:

You pay only one set of fees,
It is easier to manage and keep track of your super, and
You will reduce the number of statements you receive.

Our Accumulation Plan is open to all ESSSuper members and their spouse or defacto partner. We also offer a Working Income Stream and a Retirement Income Stream - both of which will allow you to rollover monies from an external superannuation fund (subject to conditions) and receive a regular income.

How do I roll over my super?

Rolling over money is easy – all you need to do is complete a Transfer Authority form for each super fund and send the completed forms back to us - we do all the hard work for you and make sure all your money is safely secured in your ESSSuper account.

What about my defined benefit fund?

Your defined benefit fund is a stand alone account - that is, your benefit is based on a specific formula, which means you are unable to add other money to this benefit.

That's why we created the Accumulation Plan account for you, which accepts super monies from any complying super fund, any employer, and of course, personal contributions from you. The best news is, even if you leave your current employer, and your defined benefit is calculated, you can keep using your Accumulation Plan account - so too can any employer.

In short, ESSSuper has a range of products and services providing you with a one stop shop.