You ll need to complete your Benefit Statement indicating that you wish to roll over your benefit and giving details of your rollover fund or funds. Return your completed statement to UniSuper, and we ll do the rest. You ll receive a benefit payment letter confirming that the rollover has been made. Compliance letter UniSuper may write to you asking for confirmation that the fund or rollover product you have chosen is a regulated fund under superannuation law. If so, you ll need to contact the fund or rollover product, ask for a compliance letter and forward it to UniSuper.
Different funds have different rules on accessing cash benefits.
If you think you may want to withdraw your non-preserved amount in cash from your new fund or rollover product, ask them about their access rules. All Rights Reserved.