finding lost superannuation - a step-by-step guide
TRANSCRIPT
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Finding lost superannuationA step-by-step guide from Lacey Filipich
Co-Founder and Director, Money School
28 February, 2017
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Why consolidate super into one fund?
Fees
Insurance
Simplicity
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Finding lost super – start at ATOwww.ato.gov.au/forms/searching-for-lost-super/
Option 1:Fill in a
form
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Finding lost super – Option 1 (form)
Option 2: Use
myGov instead
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Finding lost super – Option 2 (myGov)Step 1: Get into your myGov account at my.gov.au
Log in or create an account
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Finding lost super – Option 2 (myGov)Step 2: Access your services
Click here
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Finding lost super – Option 2 (myGov)Step 3: Select Australian Tax Office
If it’s not linked yet,
link it (under the
line)
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Finding lost super – Option 2 (myGov)Step 4: After redirection, select Super
A list of funds
appears with
balance
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Finding lost super – Option 2 (myGov)Step 5: Select Transfer super
Click to start
process
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Finding lost super – Option 2 (myGov)Step 6: Pick the fund to transfer FROM (one you don’t want to keep)
Look for warnings
popping up after you
click
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Finding lost super – Option 2 (myGov)Step 6: You may not be able to transfer (options will grey out)
If this happens to you, next
step is to go to the fund directly
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Finding lost super – Option 2 (myGov)Step 7: Go to the fund you want to keep (transfer TO)
Can’t see an option? Search
‘consolidate’
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Finding lost super – Option 2 (myGov)Step 8: Follow process on their site, or use their forms
Use ATO data to fill in forms
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Now go find your lost super!
Check out my blog:https://www.moneyschool.org.au/superannuation/make-extra-superannuation-contributions/
Join me on Facebook for tip videos:https://www.facebook.com/moneyschoolaustralia/