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If you've ever changed jobs, chances are you have more than one super fund. Super can be easy to forget about once you leave one job and start another. And having more than one super fund can mean you might be paying too much in administration fees – eating away at your super balance.
It's easy to consolidate your super into one fund with Westpac and potentially save on administration fees. Simply complete and return the following:

Request to transfer Westpac Personal Investment Fund (PDF 75Kb)
Request to transfer Westpac Personal Super Fund (PDF 75Kb)
Request to transfer Westpac Simple super (PDF 75Kb)
Request to transfer Westpac Lifetime Superannuation Service (PDF 144Kb)

and return to:

Westpac Consolidation Service
Superannuation and Retirement Services
GPO BOX 3690
SYDNEY NSW 2001

Need more information?

To find out if this strategy is right for you contact your Financial Planner. Alternatively, call Westpac Customer Relations on 131 817 available Monday to Friday between 8.30am to 6.30pm (AEST).

Things you need to know about consolidating your super

• We recommend you consult your Financial Planner before consolidating your super.
• This information has been prepared without taking into account your objectives, financial situation or needs. Because of this, you should, before acting on this information, consider its appropriateness, having regard to your objectives, financial situation and needs.
• While Westpac provides a free consolidation service, certain fees such as withdrawal or exit fees may be charged by the super funds(s) from which transfers are made. You should also consider any insurance attached to the super fund(s) from which you are transferring before deciding to consolidate your super.
• It can take up to 3 months to consolidate your super with Westpac once we receive your forms.
• You should carefully read the Product Disclosure Statement (PDS) or other disclosure document before deciding whether to acquire, continue to hold or dispose of interests in the relevant super fund/plan. A copy of the PDS and Financial Services Guide can be obtained by calling 131 817, visiting our website www.westpac.com.au or any Westpac Branch.

3 steps to consolidating your super

Step 1

Gather together your most recent super statements.
If you can't find your statements, look at the paperwork sent to you when you left your previous employer. You will need to find out:

• your previous super fund's name and address
• the Superannuation Product Identification Number (SPIN) or
• the Australian Business Number (ABN)
• your member/policy number.

Step 2

If you can't locate all of your super, call your previous employer.
Ask them where your super money was placed when you left. Find out the name, address, member/policy number of your account and telephone number of the super fund and call them to confirm that they have your money.
If you cannot contact your previous employer, or the super fund has transferred your money to another super fund, you can contact the Australian Taxation Office (ATO).

The ATO has a register of lost super money. Call them on 131 020 and ask for Lost Members Register or visit Finding your lost super.

Step 3

Complete, sign and send the
Request to transfer Westpac Personal Investment Fund (PDF 75Kb)
Request to transfer Westpac Personal Super Fund (PDF 75Kb)
Request to transfer Westpac Simple super (PDF 75Kb)
Request to transfer Westpac Lifetime Superannuation Service (PDF 144Kb)

to the address marked on the form.

We'll organise for each super fund to transfer your money into your Westpac membership. Please complete a separate form for each benefit to be transferred and ensure that each one has an original signature.