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.