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Eligible rollover fund


Under superannuation legislation, Rest is permitted to roll over a member's benefits to another fund, called an Eligible Rollover Fund or ERF.

Effective May 2007, the trustee appointed AUSfund as the Eligible Rollover Fund (ERF) for Rest and Acumen. Prior to 2007 Rest's ERF was the Australian Eligible Rollover Fund.

When Rest will rollover your benefits to AUSfund

Rest may rollover a member’s benefits to its ERF if your  account balance is less than $6000, and there have been no contributions or rollovers paid into your account in the past 16 months.

How your super is affected

When your account is transferred to an ERF, your super may be affected because:

  • You will cease to be a Rest member
  • You will become a member of AUSfund and will be subject to its governing rules. If Rest can provide AUSfund with your contact details, AUSfund will provide you with their Product Disclosure Statement
  • The fees and costs charged in AUSfund are different from those charged in Rest and investment returns may be insufficient to cover the fees and costs charged in AUSfund
  • AUSfund will invest your benefits in a diversified investment strategy, which may provide lower returns than the investment option(s) in which your account is invested in Rest

How to contact AUSfund

Mail: Locked Bag 5132, Parramatta 2124
Telephone: 1300 361 798
Email: admin@ausfund.com.au
Web: http://www.ausfund.com.au

ERF prior to May 2007

Before May 2007, the Fund’s ERF was Australian Eligible Rollover Fund (AERF). AERF can be contacted as follows:

AERF Administrator
Locked Bag 5429
PARRAMATTA NSW 2124
Telephone: 1800 677 424
Email: aerfenquiries@perpetual.com.au
Web: http://www.perpetual.com.au/aerf


 

This website is provided by Retail Employees Superannuation Pty Limited ABN 39 001 987 739, AFSL 24 0003 (Rest), trustee of Retail Employees Superannuation Trust ABN 62 653 671 394 (Fund), of which Rest Super, Rest Corporate, Rest Pension and Acumen are part. It contains general advice that has been prepared without taking account of your objectives, financial situation or needs. Before acting on the information or deciding whether to acquire or hold a product, consider its appropriateness and the relevant Product Disclosure Statement (PDS), which is available on this website. The cost of providing financial services is included in the fees in the Fund as disclosed in the relevant PDS. Rest and the Fund do not charge any additional fees or obtain any commissions for the advice provided. Rest’s employees are paid a salary and do not receive any commissions. They may receive a performance related bonus that takes into account the financial services provided. Super Investment Management Pty Limited (ABN 86 079 706 657, AFSL 240004), a wholly owned subsidiary company of Rest, manages some of the fund’s investments. Apart from this, Rest does not have any relationships or associations with any related body corporate or product issuer that might reasonably be expected to be capable of influencing Rest in providing financial services.

Rest personal advice is provided by Rest Advisers as authorised representatives of Link Advice Pty Ltd ABN 36 105 811 836 AFSL 258145

Awards and ratings are only one factor to consider when deciding how to invest your super. Further information regarding these awards can be found at rest.com.au/about-rest/awards. Past performance is not an indicator of future performance. SuperRatings Pty Limited does not issue, sell, guarantee or underwrite this product. Go to superratings.com.au for details of its ratings criteria. For further information about the methodology used by Chant West, see www.chantwest.com.au