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How do I fill this out?
Filling out the rollover form is essential for transferring your superannuation. Start by entering your personal details accurately. Then, provide information about your previous fund to ensure a smooth transition.
How to fill out the Rollover Form for Russell Investments Superannuation?
1
Gather your personal information and previous fund details.
2
Complete each section of the form thoughtfully and accurately.
3
Review your entries to avoid any mistakes.
4
Sign the declaration to give consent to disclose your Tax File Number.
5
Submit the completed form as instructed.
Who needs the Rollover Form for Russell Investments Superannuation?
1
Individuals looking to consolidate their superannuation funds for easier management.
2
New employees at a company that offers Russell Investments superannuation plans.
3
Existing Russell Investments clients wanting to transfer funds from previous providers.
4
Accountants or financial advisors assisting clients with superannuation management.
5
Self-managed super fund (SMSF) holders wishing to transfer their superannuation.
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What are the instructions for submitting this form?
To submit this form, send it via email to iq@russellinvestments.com.au, or fax it to 1800 555 667. You may also submit it by post to Locked Bag A4094, Sydney South NSW 1235. Ensure all details are filled out correctly for prompt processing.
What are the important dates for this form in 2024 and 2025?
Key dates for this form include the annual superannuation tax deadlines and the financial year-end which typically occur on June 30th each year.
What is the purpose of this form?
The purpose of this form is to facilitate the transfer of superannuation balances to Russell Investments. It is designed to ensure that individuals can consolidate their super funds for better management and financial oversight. By completing this form, users provide necessary authorizations for their previous fund to release their balance.
Tell me about this form and its components and fields line-by-line.
- 1. Personal details: This section collects your personal information such as name, date of birth, and contact details.
- 2. Previous fund details: This section requests details about your previous super fund from which you are transferring your balance.
- 3. Declaration and signature: This section requires your consent and signature to process the transfer of your superannuation.
What happens if I fail to submit this form?
Failing to submit this form can delay your superannuation rollover process. It may lead to complications with your previous fund that could prevent the transfer from occurring. Ensure all required fields are completed to avoid setbacks.
- Delayed Transfer: Missing or incorrect information can lead to delays in processing the transfer.
- Loss of Benefits: If not submitted correctly, you might lose certain benefits or insurance linked to your previous fund.
- Compliance Issues: Inaccuracies may lead to compliance issues with superannuation regulations.
How do I know when to use this form?
- 1. Consolidation: Use this form to combine multiple superannuation accounts into one.
- 2. Change of Employment: If you change jobs and want to transfer your super, fill out this form.
- 3. Management Improvement: Help streamline and manage your super fund by rolling it into Russell Investments.
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