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Consolidation checklist – things to consider before you consolidate
- Check if any fees or taxes apply before leaving your other super fund.
- Make sure your details match. Your name, date of birth and tax file number should match on any accounts you’re trying to consolidate. If they don’t, you’ll need to contact us to consolidate.
- Are you self-employed? If you need to claim tax deductions for contributions to your other account, make sure you finalise your tax return before consolidating.
- Review any benefits your other super fund has, such as insurance cover. Transferring money out of a super fund will cancel your insurance and other benefits you have with that fund. If you have insurance with another super fund that you would like to transfer to legalsuper, simply complete the Insurance roll-in form and send it back to us. You’ll need to wait for confirmation that your insurance has been transferred before you consolidate.
Ways to consolidate
If you know the details of the other super funds you would like to consolidate
- Log into MemberAccess and select Super > Grow my super > Consolidate your super
- Choose Manually consolidate your super and enter the details of the funds you want to consolidate. You will need to do this for each fund you want to bring across to legalsuper.
- Your money is transferred to your legalsuper account within 3 days.
If you don’t know the details of the other super funds you would like to consolidate
- If you don’t have the details of your other funds handy, choose Use your TFN to find your super and we’ll do a search of the ATO to find all the super fund in your name.
- If it’s the first time you’re searching for other super accounts, you will first need to verify your identity. The easiest way to do this is with your driver’s licence, passport or birth certificate.
- Please note the details on your identification documents need to match the details in your legalsuper account. If they don’t match, you will need to contact us.
- Once you’ve confirmed your identity, you need to tick the box to provide TFN consent. This allows us to search the ATO for your other super funds.
- Once the search is complete, you’ll be provided with a list of funds we’ve found in your name. Simply select each fund you would like to consolidate and submit your request.
- Your money is transferred to your legalsuper account within 3 days.
Prefer some human help? Give us a call and we’ll talk you through the process.
- Call our Customer Service Centre on 1800 060 312 and let them know you want to consolidate your super.
- We will check to make sure we have your TFN and will take you through the ID verification if you haven’t already done this. The easiest way to do this is with your driver’s licence, passport or birth certificate. Please note the details on your identification documents need to match the details in your legalsuper account.
- We’ll then capture your consent and search for your other funds. We’ll let you know the results and get you to confirm which funds you want to consolidate into legalsuper.
- Your funds are transferred into your account within 3 days.
- Go to my.gov.au
- Log in go to your ATO account
- Select Super > Manage > Transfer super (this option will only appear if you have more than one super account)
- Select the accounts you want to transfer and the account you want to transfer to
- Confirm your selection and your funds should move to your legalsuper account within three days
To consolidate your multiple super accounts, we need you to first verify your identity.
To do this, you’ll need to have some identity documents ready before you start the consolidation process. You’ll need 2 of the following documents:
- Driver’s licence
- Australian Passport
- Australian Visa
- Australian Citizenship Certificate
- ImmiCard
- Birth Certificate
- Change of Name Certificate
- Marriage Certificate
- NZ Passport
- Medicare Card
- Centrelink Card
- NZ Birth Certificate
- NZ Citizenship Certificate