How to consolidate your super

Summary: 

Consolidating (or ‘rolling over’) other funds into your Suncorp WealthSmartTM account is easy, since we do most of the work for you.

And with our online rollover wizard, it only takes a few minutes to fill in the form, depending on how many funds you’re rolling over.

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You have two options:

  1. Download and print a super rollover form. You’ll then need to complete the form, provide proof of your identity (ID), and post the form and ID back to us. We’ll then contact your old super fund(s) and arrange the rollover.
  2. Fill in the super rollover form online, before printing it, providing proof of your ID and posting your form and ID back to us. To do this, go to our online super rollover wizard.

    Launch super rollover wizard

Whichever option you choose, you MUST provide certified proof of your identity. It’s easy to do, and we can’t process your request without it.

Why use the online super rollover tool?

  • It helps you find details of your old super funds, such as fund names and addresses
  • You can fill in part of the form, then save it and come back later to finish it
  • If you’re rolling over multiple funds into Suncorp WealthSmart, the rollover tool makes it easier to fill out multiple versions of the form.

Don't forget!

Before sending everything off to us, make sure you’ve:

  • Filled in all relevant sections of the form
  • Signed and dated it
  • Attached a certified copy of your ID document How to provide certified ID
  • Filled out a separate form and separate set of certified documents for each super fund you’re rolling over to your Suncorp WealthSmart account.

Where to send your form(s) and certified ID:

Suncorp WealthSmart
GPO Box 2585
Brisbane Qld 4001

What happens next?

Once we receive your correctly completed form and ID certification, we’ll contact your other super fund(s) and arrange the transfer. When the transfer of your money has been completed, we’ll send you a confirmation letter and details of the amount. Usually, transfers are completed within 30 days.

Need help?

If you’ve got any questions about consolidating your super, or would just like to talk to someone about reaching your retirement goals, please contact us on
13 11 75 or by clicking here.

We’ll be happy to help.

Important information
Before moving your super you should consider the effect it may have on any insurance cover within your super, and other possible implications such as termination penalties, investment and tax issues.
This information is issued by Suncorp Portfolio Services Limited ABN 61 063 427 958 AFSL No 237905 (SPSL) and is current as at 1 March 2011. It is provided as a brief overview only and has been prepared without taking into account any person’s objectives, financial situation or needs. Before acting on this information, all persons should consider its appropriateness having regard to their own objectives, financial situation and needs. Persons should obtain, read and consider the relevant Product Disclosure Statement (PDS) before making a decision about whether to acquire or continue to hold any product.