Super Change Process – Pay by credit/debit cardKeith Moore2022-07-18T14:29:16+10:00
Super Change Process Pay by credit/debit card
Step 1 / Payment
When you select your new fund, you will pay the service fee upfront by credit or debit card. An electronic receipt will be emailed to you.
We donate 10% of this fee to Fierce Impact to help Australian women in need
Step 2 / Authorisation
To complete the super switch request you need to review and accept several terms and conditions. They are listed in your Super Savings Report in section 7, with links to specific documents, that you need to accept before proceeding.
Step 3 / ‘New Fund’ set up
We will set up an account for you in the super fund you select. This includes opting you into the default insurance cover with your new fund. Please note that we cannot guarantee that you will obtain default insurance cover within your new fund
Details are sent to you and stored in your Super Fierce account
If you are employed, you should send these details to your employer so they can start contributing on your behalf
Step 4 / Rolling over your funds
Once we receive confirmation of your default insurance (if you requested it):
We contact your current super fund/s to: Instruct them to close the account/s Provide details of your new super fund and instruct them to roll your super into the new fund
We will login into your new super account using your login and password until we see those funds hit your new account.
Step 5 / Completing the process
Once all funds have been transferred into your new superannuation fund, we will update your Super Fierce digital account, confirm this to you in writing and let you know what to do next, including going into your new fund to:
Change the password so we no longer have access
Ensure all details are correct
Nominate your beneficiary (who you want to receive your super money in the unfortunate instance that you don’t survive long enough to enjoy it)
Check out the insurance which has been set up in your new superannuation fund.
Step 6 / You're officially Super Fierce!
Now you can breathe, smile and get on with life knowing that you made a great decision for Future You.
All financial services are provided by Super Fierce Pty Ltd ABN 22 632 423 575AFSL No. 534567.
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