Consolidate and Celebrate!

Less fees means more for you*. Consolidating your super into the ESSSuper Accumulation Plan makes perfect sense.

Here's why...

• Grow your super by saving on fees
• Reduce clutter, receive updates and statements from one super fund
• Easily change your details or investment strategy
• You only need to do it once
• Benefit from ESSSuper's long term investment returns, low fees and quality free education services.

How do I roll over my super?

All you need to do is...

1. complete one Transfer Authority (Rollover) & Accumulation Application Form for each super fund or account you want to transfer to ESSSuper's Accumulation Plan.
2. get your ID certified and include it with each completed form.
3. send your form(s) and certified ID to us.

Refer to 'Your Next Steps' (on the right side of this screen) for any other forms and further information you'll need.

We'll sort out the rest. It's as easy as that!

What about my defined benefit fund?

Your defined benefit fund is a stand alone account. Your benefit is based on a specific set formula which means you are unable to rollover any additional money to this benefit. 

That's why we created the Accumulation Plan.

About the Accumulation Plan

ESSSuper's Accumulation Plan is open to all ESSSuper members and their spouses or partners. The Accumulation Plan accepts rollovers from other complying super funds. You can also have other employers make their Superannuation Guarantee (SG) payments to the Accumulation Plan on your behalf. Of course, you can make contributions too!

The best news is, even if you leave your current employer you can keep your ESSSuper Accumulation Plan account and keep making contributions. So can your new employer.

We also offer a Working Income Stream and a Retirement Income Stream – if you’re thinking of winding down to part time work or retiring permanently from the workforce, our income streams enable you to rollover monies from the Accumulation Plan or an external fund and receive regular income payments.

In short, ESSSuper will be the only super fund you'll ever need.

* The fund you are rolling over from may charge an exit fee or penalties. Cancellation of your account may affect any insurance cover or other benefits you have with that fund.