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Information on your new superannuation provider

Information on your new superannuation provider

 

Sunsuper has been chosen as your new superannuation provider

 

We're excited to announce that Sunsuper has been selected as your new superannuation provider.

Who is Sunsuper?

 

With 1.4 million members, Sunsuper is one of Australia's largest superannuation funds1. As a profit-for-members fund, we exist only to benefit our members, which means we return all our profits to our members as better services and lower fees, and our members truly sit at the heart of everything we do.

 

With 100% dedication to our members, our purpose is to inspire and empower Australians to fulfil their retirement dreams. This drives us to deliver outstanding customer service, lower administration fees, and strong, long-term investment returns.

 

We know that trust and transparency have never been more important when it comes to super – the lower the fees we charge, the higher the returns we earn, and the more focus we place on offering valuable services to our members all add up to more money in our members’ accounts and more of our members achieving their best retirement outcome.

 

Don’t just take our word for it though. Find out more about our ratings and awards.

Your benefits with Sunsuper


Under superannuation regulations, it's a key requirement that Sunsuper provide you with equivalent or improved benefits to those currently provided to you in your current super fund.

Sunsuper is pleased to provide you with a number of features to help you manage your super and take control of your financial future.

It's our way of helping you manage your super and take control of your financial future.

Investment options and choice

Strong, long-term investment returns.

A broad choice of investment options, including diversified (multi-asset) and single asset class options2.

You also have the ability to switch your investment choice at any time.

Get the best from your super

Being able to stay in touch with your super and manage your account 24/7 with online account access through our secure Member Online portal and the Sunsuper mobile app.

Plus you can find up to date information, videos, podcasts and calculators on our website

Everyday offers and discounts

Everyday offers and discounts through our members-only Dream Rewards program on everything from groceries to petrol, health insurance to holidays, and furniture, fitness, fashion and further education.

Help when you need it

Personal financial advice on your Sunsuper account from our phone-based financial advisers, most often at no additional cost.

You can also get answers to your questions about our account through our customer contact centre.

Community support

The chance to feel good about being part of a fund that supports community groups doing great work. From local environmental sustainability projects to meaningful employment for people with special needs, the Sunsuper Dreams for a Better World program is giving back to the communities where our members live.

 

 

When your account is transferred to Sunsuper, your existing account will be closed and any insurance cover you have will come across (refer to your transition communication sent to you from Sunsuper for further details). The Trustee of your current fund will provide an Exit Statement with your closing account balance in due course.

There are no forms or paperwork required to make this transfer happen. However you may want to review a couple of things:

  • Your contact details with your current fund. This ensures Sunsuper can continue to contact you.
  • Review your insurance cover to ensure it’s right for you. You can make changes after the transfer date3.
  • Review your investment strategy to ensure you’re comfortable with the way your superannuation is invested2.
  • Make sure you have appropriate beneficiary nominations in place so that your super and any insurance goes to the right people if you were to pass away.
  • Complete an Authority to Access Information form if you’d like someone else to have access to your super details.
  • Once you’re a Sunsuper member, update your communication preference (if required). At Sunsuper, we provide most of your important documents digitally, unless you let us know otherwise.
  • It’s important that you keep your email address up to date with Sunsuper, we recommend that you use your personal email (not a work email address), so we can still get in touch with you if you change jobs.

If you have any questions about your transition to Sunsuper, please email transition_requests@sunsuper.com.au or give us a call on 1800 945 212.

At Sunsuper, we offer a broad range of investment options so you can choose an investment to suit your circumstances, life stage and dreams for the future.

Taking a little time now to consider how your super is invested could make a huge difference to your financial future.

Details of the investment performance of all Sunsuper's investment options and pools can be found at sunsuper.com.au/performance.

It’s important to tell us who should receive your superannuation and any insurance benefit should you pass away, even if you think your circumstances are straightforward.

 

 

Information on your new Plan

You can find your detailed Plan information in your transition communication sent to you from Sunsuper. If you haven't received it, let us know!
Email Us

 

Additional information related to your account type

 

The information in the tabs below is specific to your account. For your detailed Plan information see your transition communication sent to you from Sunsuper. Click on your account type to view information.

Are you approaching or over age 55?

 

In Sunsuper’s Lifecycle Investment Strategy, a person is invested 100% in the Balanced Pool until age 55. Our Balanced Pool invests in a wide variety of asset classes to gain the benefits of diversification. It also has a 70% allocation to Australian and international shares and growth alternatives assets, for exposure to economic growth.

Once you turn age 55, your balance will begin to transition to the Retirement Pool and Cash Pool, your transition will take place over a shorter period of time. By your 65th birthday, most of your balance will be invested in the Retirement Pool, which still invests in some growth assets but has fewer ups and downs than the Balanced Pool. There will also be some money in the Cash Pool.

If you’re over age 55 when you transitioned to us, we have invested your super in the appropriate stage of the Lifecycle Investment Strategy based on your current age.

 

The diagram shows we focus on generating wealth over the long-term in the Balanced Pool and transfer your balance gradually to the lower risk Retirement and Cash Pools as you near retirement. 

 

Indicative transition concept only. Read the Sunsuper for life Investment guide for full details of how the Lifecycle Investment Strategy works.

Review your investment strategy

We recommend that you review our investment options to make sure you’re comfortable with the way your money is invested with us. You can find more information on our Lifecycle Investment Strategy, Balanced option and all other investment options in the Sunsuper for life Investment guide available at sunsuper.com.au/pds.

You can review and change how your current balance and future contributions are invested once you’re a member by visiting Member Online or by contacting us on 13 11 84.

Where to get help

Once you’re a Sunsuper member, If you feel you can use a little more help to choose an appropriate investment strategy for you, just call 13 11 84 and speak to one of our phone based advisers4 who can give you simple advice about your Sunsuper account at no additional cost.

 

What happens if you already have an existing Sunsuper for life Super-savings account?

 

We’ll automatically transfer your existing Sunsuper for life Super-savings account to your new corporate Sunsuper Plan, unless you notify us otherwise. Your employer will pay your super contributions to your new account from the plan start date (refer to your Transfer guide or transition email for details), unless you let them know that you would like your superannuation paid elsewhere.

Your member number, in most cases will remain the same.

Investments

Your existing Sunsuper balance and future contribution allocation will continue to be invested as per your existing Sunsuper account investment choice, in your new Sunsuper corporate plan.

Your existing Plan account balance will transfer to your new account on the plan start date and will be invested in the Sunsuper investment option/s that most closely match your existing Plan investment option/s, as per the table above.

Beneficiaries

Your beneficiary nomination in the current plan will not apply and your existing nomination in Sunsuper will remain.

 

What happens if you already have an existing Sunsuper for life Super-savings account?

 

If you already have an existing Sunsuper for life Super-savings account, you'll have two accounts from the plan start date (refer to your Transfer guide or transition email for details).

Your member number, in most cases, will remain the same.

 

Are you approaching or over age 55?

 

In Sunsuper’s Lifecycle Investment Strategy, a person is invested 100% in the Balanced Pool until age 55. Our Balanced Pool invests in a wide variety of asset classes to gain the benefits of diversification. It also has a 70% allocation to Australian and international shares and growth alternatives assets, for exposure to economic growth.

Once you turn age 55, your balance will begin to transition to the Retirement Pool and Cash Pool, your transition will take place over a shorter period of time. By your 65th birthday, most of your balance will be invested in the Retirement Pool, which still invests in some growth assets but has fewer ups and downs than the Balanced Pool. There will also be some money in the Cash Pool.

If you’re over age 55 when you transitioned to us, we have invested your super in the appropriate stage of the Lifecycle Investment Strategy based on your current age.

 

The diagram shows we focus on generating wealth over the long-term in the Balanced Pool and transfer your balance gradually to the lower risk Retirement and Cash Pools as you near retirement. 

 

Indicative transition concept only. Read the Sunsuper for life Investment guide for full details of how the Lifecycle Investment Strategy works.

Review your investment strategy

We recommend that you review our investment options to make sure you’re comfortable with the way your money is invested with us. You can find more information on our Lifecycle Investment Strategy, Balanced option and all other investment options in the Sunsuper for life Investment guide available at sunsuper.com.au/pds.

You can review and change how your current balance and future contributions are invested once you’re a member by visiting Member Online or by contacting us on 13 11 84.

Where to get help

Once you’re a Sunsuper member, If you feel you can use a little more help to choose an appropriate investment strategy for you, just call 13 11 84 and speak to one of our phone based advisers4 who can give you simple advice about your Sunsuper account at no additional cost.

 

What happens if you already have an existing Sunsuper for life Super-savings account?

 

On the transition date (refer to your Transfer guide or transition email for details), we’ll automatically transfer your money into your existing Sunsuper for life Super-savings account.

Your member number will remain the same. Read on to find out what happens to your investment choice, insurance and any beneficiary nomination.

Investments

Your existing Sunsuper balance and future contribution allocation will continue to be invested as per your existing Sunsuper account investment choice.

Your existing Plan account balance will transfer to your existing Sunsuper account on the transition date and will be invested in the Sunsuper investment option/s that most closely match your existing Plan investment option/s., as per the mapping in the table above. Your future contributions will be invested as per your existing Sunsuper investment choice.

Beneficiaries

Your beneficiary nomination in the current plan will not apply and your existing nomination in Sunsuper will remain.

 

We're here to help

For your detailed Plan information see your transition communication sent to you from Sunsuper.

If you still have any questions, let us know.

 

Email Us

Or call us!

We're here to help

Call Us 1800 945 212

 

1At June 2020.

2Applicable to Additional accumulation account only.

3Eligibility conditions apply. Check your Transfer Guide for information on insurance.

4Sunsuper employees provide advice as representatives of Sunsuper Financial Services Pty Ltd (ABN 50 087 154 818 AFSL No. 227867) (SFS), wholly owned by the Sunsuper Superannuation Fund.